Arbe (ARBE) Q2 2025 Earnings Call Transcript

Motley Fool Transcribing, The Motley Fool

Fri, June 12, 2026 astatine 11:12 AM CDT 13 min read

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Full Conference Call Transcript

Jacob Marenko: Thank you, Ehud. Good greeting to everyone, and convey you for joining america contiguous to sermon our results and caller concern developments. I volition statesman by reviewing immoderate of our existent concern highlights. We are pleased with the strategical advancement we made successful the quarter. Our main people is to triumph bids with the ample OEMs of the world. And arsenic each period passes, we are making progress. Arbe received a strategical bid for the usage of its chipsets successful large-scale information postulation projects. These chipsets were shipped and volition beryllium deployed connected fleets of much than 100 vehicles operated by starring automotive manufacturers.

In general, determination is simply a increasing industry-wide designation among OEMs that high-end imaging radar is simply a request for a harmless hands- escaped driving capabilities. It is wide that high-resolution radar delivers superior show successful analyzable and challenging conditions, filling captious cognition gaps and enabling safer, much reliable autonomy. The marketplace is moving guardant solutions based connected wide sensor fusion, signaling a departure from reliance connected vision-only approach. As a result, we are present successful imaging radar enactment programs with respective of the world's starring OEMs. Magna and HiRain, our main tier-1 are competing with our chips connected each of those opportunities. Furthermore, our collaboration with NVIDIA is enabling america to determination powerfully guardant with our lawsuit engagements.

Not little important is our coagulated advancement successful non-automotive applications. We are scaling up spot deliveries to Sensrad arsenic they turn their lawsuit basal and summation deployment measurement crossed a wide scope of applications. We are precise pleased to accidental that for the archetypal time, Sensrad is delivering radars for defence applications, a increasing radar applications market. This demonstrates the versatility of our exertion for broader concern and mobility markets beyond the rider automotive market. We besides announced we've signed a caller broad enactment and attraction statement with Sensrad nether which we volition person a recurring interest to enactment their 4D imaging radar programme based connected our precocious chipset technology.

We proceed to determination up with the assorted bid processes with our people OEMs. Some of these person progressed and we've successfully precocious to the last stages of the process. At this point, we are nary longer competing against a ample radical of suppliers. We are present 1 of the last fewer radar technologies remaining successful this bid stage. While the timing of the enactment processes is not nether our control, we are pleased with the advancement we person made successful caller months, and it remains our extremity to execute 4 OEM bid wins wrong the coming year.