Arbe Robotics (ARBE) Q1 FY26 earnings call

Earnings call· Mar 2026 (Q1 FY26)· Information Technology· May 28, 2026

Source: earnings call transcript

New CEO Ram Machness frames Q1 as the start of a pivot from an automotive chipset vendor to a full radar-systems supplier spanning autos, robotaxis, defense and physical-AI markets. Early commercial proof points — China entry via Hirain, first robotaxi and system orders, NVIDIA ecosystem inclusion — validate the technology, but revenue and backlog remain pre-scale and losses persist as the model broadens TAM ahead of monetization.

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ARBE operating KPIs by quarter

ARBE operating KPIs stated on its earnings calls, by fiscal quarter
KPI	This call Mar 2026 Q1 FY26	Jun 2026 Q2 FY26	Change vs prior quarter
Backlog	$1M Backlog as of March 31, 2026, is $1 million. Source: earnings call transcript	$1M Backlog as of June 30, 2026, was $1 million. Source: earnings call transcript	0%

Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.

Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.