ARBE Earnings Prediction
The chart below shows how ARBE performed 10 days before and after its earnings report, based on data from the past quarters. Typically, ARBE sees a +7.48% change in stock price 10 days leading up to the earnings, and a +2.62% change 10 days following the report. On the earnings day itself, the stock moves by -8.52%. This data can give you a slight idea of what to expect for the next quarter's release.
ARBE Key Earning Data
2024/Q4
Year Over Year
Quarter Over Quarter
Total Revenue
99.00K
-71.47%
-19.51%
Gross Margin
-211.11%
287.57%
-4.18%
Operating Margin
-12964.65%
271.89%
28.12%
Net Margin
--
--
--
EPS
-0.15
-25.00%
-6.25%
No Data Available
ARBE Earnings Analysis
Arbe Robotics Ltd Corporation (ARBE.O) Earnings Conference Call
Positive
Radar Innovation Leadership: Throughout the year, Arbe focused on driving radar evolution by innovating and delivering cutting-edge solutions that set new industry standards.
Next-Gen Imaging Radar Selection: In 2024, one of the top 10 global auto OEMs selected Arbe's chipset for its next-generation imaging radar.
Vehicle Safety Innovation: Collaboration with NVIDIA to revolutionize vehicle safety and autonomy, showcased at CES 2025.
ADAS System Development: HiRain Technologies is fast-tracking the development of an ADAS system for a Chinese auto manufacturer using Arbe's chipset, expected to enter serial production by Q4 2025.
4D Imaging Radar Agreement: Sensrad signed a framework agreement worth an estimated $7.3 million to supply 4D imaging radar powered by Arbe's technology to Tianyi Transportation Technology in China.
Market Expansion Forecast: The total addressable market continues to expand, with an estimate of shipping around 5 million imaging radar chipsets by 2030.
Fundraising Success for Growth: Successful fundraising initiatives resulted in nearly $17 million, providing financial support to accelerate growth and development of radar solutions.
Investor Confidence Boost: AWM Special Situations Fund invested in the recent fundraising round for the third time, indicating strong investor confidence.
R&D Investment Focus: The company maintains a strong focus on research and development, with R&D expenses totaling $9 million for Q4 2024, ensuring continuous innovation.
Investor Confidence Boost: Recent cash infusion totaling $17 million underscores investors' confidence in Arbe's market potential and growth trajectory.
Negative
Revenue Decline Analysis: Total revenue in Q4 2024 was $0.1 million, down from $0.35 million in Q4 2023, indicating a significant decline in revenue.
Revenue Decline Analysis: For the full year 2024, total revenue was $0.8 million compared to $1.5 million in 2023, showing a year-over-year decrease.
Limited Revenue Visibility: Backlog as of December 31, 2024, was only $0.3 million, suggesting limited future revenue visibility.
Gross Margin Decline: Gross margin loss for Q4 2024 was $0.2 million, consistent with Q4 2023, but the full year gross margin loss increased to $0.8 million from zero in 2023, indicating worsening profitability.
Operating Expenses Increase: Operating expenses in Q4 2024 rose to $12.6 million from $11.9 million in Q4 2023, and full year operating expenses increased to $48.9 million from $46.8 million in 2023, reflecting rising costs.
Operating Loss Increase: The operating loss for Q4 2024 was $12.8 million, slightly higher than the $12.1 million loss in Q4 2023, and the full year operating loss increased to $49.7 million from $46.9 million in 2023, indicating deteriorating financial performance.
Adjusted EBITDA Loss Analysis: Adjusted EBITDA for Q4 2024 was a loss of $9 million, worse than the $8.2 million loss in Q4 2023, and the full year adjusted EBITDA loss was $33.3 million, slightly below the $32.5 million loss in 2023, showing ongoing financial strain.
Increasing Net Loss: Net loss in Q4 2024 was $12.2 million, up from $9.3 million in Q4 2023, and the full year net loss increased to $49.3 million from $43.5 million in 2023, highlighting worsening financial health.
Impact of Economic Shifts: The company noted that broader economic shifts have led to delays in automakers' rollout of advanced driver assist systems, which could impact future revenue growth.
Revenue Guidance Uncertainty: 2025 annual revenue guidance is projected to be between $2 million to $5 million, indicating continued uncertainty and low expectations for growth.
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ARBE Earning Call Sentiment
Arbe Robotics Ltd. (ARBE) Q4 2024 Earnings Call Transcript
ARBE.O
1.92%Positive
The earnings call reveals several concerns: significant revenue decline, increased operating losses, and lack of shareholder return plans. Despite potential growth opportunities in China and partnerships, the guidance suggests no revenue growth in 2024, and the company remains far from profitability. The public offering and cash raise signal financial strain, compounded by supply chain issues and economic delays. The Q&A section highlights uncertainties in project timelines and competitive positioning, further dampening sentiment. Overall, these factors suggest a negative stock price reaction in the short term.
