$ARBE
Q2 2026 transcript
Q1 2026: Phoenix radar systems ordered
#1 trial
Q2 2026: follow - up orders for Phoenix radar systems for integration into their (robotaxis) vehicles.
#2 trial
- Both trials have started: "I'm pleased to say that these vehicles have now started on both trials".
- Arbe has Phoenix radar chipset and a Phoenix radar system. Ram is referring to the latter...and Arbe does have a radar system production line with higher margins, quicker development time (Tier - 1s will only integrate radar chipsets if orders are in the millions).
- Continues to engage in business development with other robotaxi players.
On Speculation: the list of major robotaxi players in the US are Waymo, Tesla, Zoox, Motional, Uber. We know that Waymo have already begun commercial services and no hints have been picked up on Arbe's chipset used in commercially green - lighted robotaxi services.
Zoox isn't "global" either. Tesla is Camera - only. Motional? No talk on Korea.
Uber appears likely.