Slide 1: Q3 2025 Financial Results
Radar Revolution. Delivered. Q3 2025 Financial Results
Slide 2: Disclaimer
v 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," "antici
Slide 3: A Crucial Role of Radar Technology
A Crucial Role of Radar Technology v ● Long detection range ● Superior performance in various conditions (weather, lighting) v v ● Robust and reliable -> can support safety applications ● Complements cameras Radars on the market are not detailed enough to support ADAS, AV and perception
Slide 4: Why Automotive Evolution Requires Perception Radar
Why Automotive Evolution Requires Perception Radar v 1 2 3 Radar Independent Rich Data for Performance: L2+ Source for Free Fusion with and L3 Use Cases Space Mapping Cameras (L2-L5) v v • NHTSA compliance • Requires accurate • High-quality, • Obstacle detection mapping of stationary high-density da
Slide 5: Automotive Evolution and the Next Gen of Sensors
Automotive Evolution and the Next Gen of Sensors v 4D radar to reach 15% Share 400 Radar Module Forecast (Munits) 350 Traditional radars Perception radar 300 4D radar enters the market 250 200 150 100 2034 2030 2024 2035 2025 2028 2026 2033 2029 2023 2032 2022 2027 2031 2021 50 0 v v Feet-Off Hands-
Slide 6: Poised to Win the Autonomous Market
Poised to Win the Autonomous Market v Market Inflection Point Early Segments Already Deploying Hands-Free, Eyes-Off autonomy from Trucks & Robo-Taxis operational today in all major OEMs by end of decade low volumes Clear regulatory & consumer push Significant scaling expected in the next 3–5 v v tow
Slide 7: Q3 Business Highlights
Q3 Business Highlights v OEM Progress: Growing non-automotive demand: • Major European OEM expected to announce a • Increased defense sector activity with Arbe strategic program award, management believes supplying radar systems for evaluation projects Arbe to be in the lead for its eyes off, hands
Slide 8: Revenue
Revenue v Revenue ($M) Q2 Gross Margin Loss ($M) 0.3 v v 0.1 (0.2) (0.3) Q3'2024 Q3'2025 Q3'2024 Q3'2025 8
Slide 9: Profitability
Profitability v Expenses ($M) Net Loss ($M) Adjusted EBITDA ($M)* Includes Includes $0.1M $0.5M financial financial 12.2 expenses income 11.3 -11 3.4 3 v v -7.5 -7.5 -8.2 -8.5 -8.2 -9 -8.9 -9.2 -9.7 8.8 8.3 -12.6 Q3'2024 Q3 2025 Q3'2024 Q3 2025 Q3'23 Q4'23 Q1'24 Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 R
Slide 10: Balance Sheet | Sep 30, 2025
Balance Sheet | Sep 30, 2025 v $52.6M v v Cash and cash equivalents & bank deposits 10
Slide 11: 2025 Guidance
2025 Guidance v $1M-$2M Expected Revenue v v ($29M)-($35M) Adjusted EBITDA* * Adjusted EBITDA - a Non-GAAP measurement, which excludes expenses for non-cash share- based compensation and for non-recurring items. 11
Slide 12: Thank You
v Radar Revolution. Delivered. Thank v v You investors@arberobotics.com 12