Company Overview - Arbe Robotics Ltd. is a global leader in perception radar solutions, focusing on enabling safe driver-assist systems and paving the way for full autonomous driving [5] - The company's radar technology is reported to be 100 times more detailed than any other radar on the market, making it a critical sensor for L2+ and higher autonomy [5] - Arbe is headquartered in Tel Aviv, Israel, with additional offices in China, Germany, and the United States [5] Upcoming Financial Events - Arbe Robotics will hold its fourth quarter and full year 2024 conference call on March 5, 2025, at 8:30 a.m. Eastern Time, with financial results to be issued before the market opens on the same day [1] - The conference call will feature Kobi Marenko, Co-Founder and CEO, and Karine Pinto-Flomenboim, CFO [2] Accessing the Conference Call - Participants can access the live call via telephone with specific numbers provided for US, Israel, and international callers [2] - A telephonic replay will be available until March 19, 2025, with specific dial-in numbers for US and international listeners [3] - A live webcast of the call can be accessed through Arbe's investor relations website, and an archived version will be available post-call [4]

Offering Details - Arbe Robotics priced an underwritten offering of 8,984,375 ordinary shares at $3.20 per share, with estimated gross proceeds of approximately $29 million before deductions [1][2] - The underwriters have a 30-day option to purchase up to an additional 1,347,656 ordinary shares at the public offering price, less discounts and commissions [2] - The offering is expected to close on or about January 8, 2025, subject to customary closing conditions [2] - Canaccord Genuity is acting as the sole bookrunner for the offering [3] Use of Proceeds - The net proceeds from the offering are intended to be used for working capital and general corporate purposes [2] Company Overview - Arbe Robotics is a global leader in Perception Radar Solutions, enabling safe driver-assist systems and paving the way for full autonomous-driving [6] - The company's radar technology is 100 times more detailed than any other radar on the market and is critical for L2+ and higher autonomy [6] - Arbe empowers automakers, Tier 1 suppliers, autonomous ground vehicles, commercial and industrial vehicles, and various safety applications with advanced sensing and perception technologies [6] - The company is based in Tel Aviv, Israel, with offices in China, Germany, and the United States [6] Regulatory Information - The securities are being offered pursuant to a registration statement on Form F-3 (File No 333-269235), originally filed on January 13, 2023, and declared effective by the SEC on February 24, 2023 [4] - The offering is made only by means of a prospectus and a prospectus supplement, which forms part of the effective registration statement [4] - Electronic copies of the final prospectus, when available, can be obtained from the SEC's website or by contacting Canaccord Genuity LLC [4]

Nvidia's Halo Effect on Partner Companies - Nvidia's investments in smaller partner companies have led to significant stock price increases for those companies, demonstrating the "Nvidia Halo" effect [1] - Cerence (CRNC) stock jumped from $8 to $27.50 after announcing a partnership with Nvidia for large language modeling [1] - NanoX Imaging (NNOX) and SoundHound AI (SOUN), both Nvidia portfolio companies, saw positive stock moves following investment announcements [2] Arbe Robotics Partnership and Market Reaction - Arbe Robotics (ARBE) announced collaboration with Nvidia to enhance radar-based free space mapping and AI-driven capabilities [3] - ARBE stock surged 52% to close at $4.00 following the partnership announcement [3] - The company's stock experienced three major intraday drawdowns of approximately 10%, finding support each time [13] Financial Performance and Estimates - Arbe Robotics has beaten Zacks Consensus Estimate in 2 of the last 4 quarters, with an average earnings surprise of -22.7% [7] - Earnings estimates have improved recently, with current quarter loss estimates narrowing from $0.11 to $0.10 [8] - Full-year 2024 loss estimates improved from $0.42 to $0.40, while 2025 estimates moved from $0.42 to $0.39 [8] Growth Prospects and Valuation - Analysts project 600% revenue growth for Arbe Robotics in 2024, from $1M to $7M [10] - The Nvidia partnership could potentially generate hundreds of millions in future revenues [10] - Valuation metrics are skewed due to early-stage operations, with no PE ratio and high price-to-sales ratio [11] - Price-to-book ratio stood at 12x before the recent stock move and could continue to increase [11] Company Overview - Arbe Robotics provides 4D Imaging Radar Chipset Solutions for automakers, tier-1 suppliers, and autonomous vehicles [5] - The company, formerly known as Industrial Tech Acquisitions Inc, is based in Tel Aviv, Israel [5]

Group 1 - Arbe Robotics Ltd. (NASDAQ: ARBE) showcases innovation and versatility in radar perception technology [3] - The company collaborates with Tier-1 suppliers Sensrad and HiRain Technologies to enhance smart city infrastructure and Advanced Driver Assistance Systems (ADAS) [3]

arbe Radar Revolution. Delivered. Q3 2024 Financial Results v Disclaimer • This presentation and any made at the conference call and webcast referred to in this press release, contains "forwardlooking statements" within the meaning of the Securities Act of 1933 and the Securities Exchange Act of 1934, both as amended by the Private Securities Litigation Reform Act of 1995. The words "expect," "believe," "estimate," "intend," "plan," "anticipate," "may," "should," "strategy," "future," "will," "project," "po ...

Financial Data and Key Metrics Changes - Total revenue for Q3 2024 was $0.1 million, a decrease from $0.5 million in Q3 2023 [13] - Backlog as of September 30 was $0.3 million, expected to be recognized as revenue in the coming quarters [13] - Negative gross margin for Q3 2024 was $0.3 million compared to a positive gross margin of $0.1 million or 24% in Q3 2023 [13] - Operating loss in Q3 2024 was $12.4 million, an increase from $11.6 million in Q3 2023 [15] - Net loss in Q3 2024 increased to $12.6 million compared to a net loss of $11.7 million in Q3 2023 [15] - Adjusted EBITDA for Q3 2024 was a loss of $8.2 million, compared to a loss of $7.5 million in Q3 2023 [16] - Cash and cash equivalents as of September 30, 2024, were $19.1 million [17] Business Line Data and Key Metrics Changes - The company is working with 16 OEMs, with 12 moving to advanced stages and 8 entering advanced perception projects [5] - A leading European truck manufacturer plans to integrate the company's radar into its next-generation sensor suite [6] - HiRain is developing a radar-based ADAS system for a Chinese OEM, with mass production anticipated to begin in Q4 2025 [7] - Sensrad has entered a formal agreement to provide 4D imaging radar powered by the company's chipset to Tianyi Transportation Technology in China [8] Market Data and Key Metrics Changes - Increased interest in radar technology is noted in various new markets, including infrastructure, surveillance, and transportation sectors [9] - The company is expanding its total addressable market within new verticals, driving innovation across multiple industries [10] Company Strategy and Development Direction - The company aims to achieve four design-ins with automakers and is focused on getting its chipset into production [17] - The 2024 annual revenue is expected to be in line with 2023, followed by revenue growth in 2025 [18] - The company successfully completed a public offering of up to $49 million to support production ramp-up in 2025 [11] Management's Comments on Operating Environment and Future Outlook - Management believes that the timeline for some projects has been longer than expected but sees growth opportunities in the coming quarters [6] - The company expects to start shipping engineering samples of its chipset by the end of December 2024, with revenue ramp-up anticipated in the second half of 2025 [31] - Regulatory actions in the U.S. and Europe are pushing for long-range radar imaging for ADAS, which is seen as a major driver for OEM adoption [24] Other Important Information - The executive team will be meeting with investors at CES from January 7 to January 10, showcasing real-time AI-based space mapping [12] Q&A Session Summary Question: Can you give your perspective on the adoption of imaging radar given the delays in ADAS or EV models? - Management noted that the ADAS market has faced delays but is back on track with major production timelines and programs in place [21] Question: Are there any regulatory actions pushing OEMs to adopt imaging radar? - Management highlighted regulations in the U.S. and Europe that are driving the adoption of long-range radar for emergency braking [24] Question: Can you discuss the sales cycle and time to unit revenues in the non-auto market? - Management indicated that while the sales cycle is similar to auto, the time to production is much shorter, with revenues expected in 2025 and 2026 [27] Question: Are you still on track for full production in 2024? - Management confirmed they are on track to start shipping engineering samples by the end of December 2024, with revenue ramp-up expected in late 2025 [31] Question: How dependent are your auto sales on EV vehicles versus traditional combustion engine vehicles? - Management stated that imaging radar can be used in any vehicle, and the decision on ADAS features will depend on OEM plans [32]

Arbe Robotics Ltd. (ARBE) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of a loss of $0.11. This compares to loss of $0.12 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of -18.18%. A quarter ago, it was expected that this company would post a loss of $0.11 per share when it actually produced a loss of $0.09, delivering a surprise of 18.18%.Over the last four quarters, the company has surp ...

TEL AVIV, Israel, Nov. 27, 2024 /PRNewswire/ -- Arbe Robotics Ltd. (NASDAQ: ARBE) (TASE: ARBE) ("Arbe"), a global leader in Perception Radar Solutions, today announced financial results for its third quarter, ended September 30, 2024.Key Q3 and Recent Company Highlights:•  OEM Engagements: - Arbe experienced significant growth in both the number and the depth of our OEM engagements. The company is in active process with 16 OEMs, 12 of which progressed to the bid stage, and 8 entered the advanced perception ...

TEL AVIV, Israel, Nov. 12, 2024 /PRNewswire/ -- Arbe Robotics Ltd. (Nasdaq: ARBE) (TASE: ARBE), a global leader in Perception Radar Solutions, today announced that Kobi Marenko, Chief Executive Officer, will be holding 1-on-1 meetings at the 13th Annual ROTH Technology Conference on Wednesday, November 20, 2024 in New York City.Investors who wish to schedule a meeting with Arbe's management may contact their ROTH MKM salesperson or email [email protected].For more information, please visit Arbe's events pag ...

$15 million upfront with up to an additional $34 million of aggregate gross proceeds upon the exercise in full for cash of long-term and milestone-linked warrants TEL AVIV, ISRAEL, Nov. 04, 2024 (GLOBE NEWSWIRE) -- Arbe Robotics Ltd. (NASDAQ, TASE: ARBE) (“Arbe” or the “Company”), a global leader in Perception Radar Solutions, today announced the closing of its previously announced public offering of an aggregate of 8,250,000 ordinary shares (or pre-funded warrants in lieu thereof) accompanied by Tranche A ...