Slide 1: Q4 and FY 2025 Financial Results
Radar Revolution. Delivered. Q4 and FY 2025 Financial Results Investor Presentation 1
Slide 2: Disclaimer
Disclaimer This Presentation contains “forward-looking 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," "anticipa
Slide 3: 2026 Strategy & Leadership Update
2026 Strategy & Leadership Update v • Broaden market reach: Expanding beyond automotive OEMs into markets such as the defense, robotaxi, robotruck, and off-road, with increased focus on China; revenue contribution expected starting 2026 while continuing Western OEM engagement. • New CEO appointed: v
Slide 4: 2025 Recent Highlights
2025 Recent Highlights v • China OEM serial-production win: Hirain LRR610, powered by Arbe’s chipset, selected for L4 program; thousands of vehicles expected on market early 2027; chipset orders placed for 2026 delivery. • Strategic progress in the defense sector: Sensrad placed chipset orders for F
Slide 5: Revenue
Revenue v Q4 Revenue ($M) Yearly Revenue ($M) 0.8 1.0 0.5 v v 0.1 Q4 2024 Q4 2025 2024 2025 5
Slide 6: Gross Margin
Gross Margin v Q4 Gross Margin Loss ($M) Yearly Gross Margin Loss ($M) v v (0.1) (0.2) (0.8) (0.8) Q4 2024 Q4 2025 2024 2025 6
Slide 7: Operating Expenses
Operating Expenses v Q4 Operating Expenses ($M) Operating Expenses ($M) Operating Loss ($M) 48.9 47.1 12.6 11.5 (47.9) v v 35.1 34.8 9 8.7 Q4 2024 Q4 2025 2024 2025 (49.6) R&D R&D 2024 2025
Slide 8: Profitability
Profitability v Q4 Net Loss ($M) Net Loss ($M) Adjusted EBITDA ($M)* Includes Includes Includes $0.3M Includes $0.64M $1.4M financial $2.8M financial income financial financial Income Income income (49.3) (10.2) v v -7.5 -8.5 -8.2 -9 -8.9 -9.2 -9.7 -9.7 (12.2) (43.5) 2024 2025 Q1.24 Q2.24 Q3.24 Q4.2
Slide 9: Balance Sheet | Dec 31, 2025
Balance Sheet | Dec 31, 2025 v $ 45M v v Cash and cash equivalents & bank deposits 9
Slide 10: 2026 Guidance
2026 Guidance v 4-6 Revenues v v ($ 28M)-($31M) Adjusted EBITDA* * Adjusted EBITDA - a Non-GAAP measurement, which excludes expenses for non-cash share- based compensation and for non-recurring items. 10
Slide 11: Thank You
Thank You investors@arberobotics.com 11