https://www.businesswire.com/news/home/20260730129767/en/Amprius-Technologies-Sets-Upcoming-Conference-Schedule

https://event.summitcast.com/view/WuFmFdTcA9mVsUGHZJFU62/guest\_book?session\_id=BJozwd5ppLouHv55gkY9An

Replay and transcript (link to Amprius replay)

• Defense and homeland security deliveries: Arbe's technology was selected by a leading global defense and homeland security system integrator, and the parties signed a framework collaboration agreement covering three joint projects, with plans to expand cooperation into additional initiatives. Arbe has begun deliveries of radar systems directly from its production line, with additional shipments expected as production ramps.
• Robotaxi systems with Arbe on the road: Building on the previously reported robotaxi engagements, Arbe's radar systems have been integrated into vehicles that have commenced on-road trials. Arbe continues to be engaged in active bid processes with additional robotaxi players.
• Progress in China with HiRain: Arbe's Tier 1 HiRain, a leading supplier offering a portfolio of radar systems based on Arbe's chipset, has advised Arbe that it is progressing toward production, currently planned for the beginning of 2027, delivering on the previously announced order from its L4 OEM customer. HiRain is also competing in meaningful RFIs and RFQs.
• Progress with OEMs actively testing advanced radar solutions: Arbe is actively participating in evaluations together with its Tier 1s to replace the OEMs' existing radar technologies. Arbe is regarded as the leading ultra-high-resolution radar provider for L3 and higher autonomy.
• Broader radar applications: Sensrad, a Tier 1 supplying imaging radar based on Arbe's chipset for defense and commercial applications, announced a new collaboration with VirtuRail, which is integrating the radar into its automated service vehicles for underground tunnel construction. Arbe continues to supply chipsets to Sensrad, supporting Sensrad's customers Watchit, Forterra, and Tianyi. Arbe is also directly engaged in additional non-automotive programs at various stages of evaluation.
• Continued revenue growth: Arbe's new strategy of focusing on broader markets with more immediate revenue potential delivered results. Revenue growth in the quarter was due to increased chipset sales to automotive Tier 1s, radar system sales for defense and civilian programs, and ongoing engineering and development services.
• Efficiency measures: At the same time, Arbe is focused on maintaining a low expense footprint and more efficient operations. The full impact of the approximately 15% expense reduction initiated in the first quarter of 2026 is expected to be reflected in the third quarter of 2026. Management believes that the current balance sheet, with around $42 million in cash, cash equivalents and short-term bank deposits, combined with ongoing revenue growth and a targeted reduction in cash burn to below $7 million per quarter, extends the Company's cash runway to execute on its growth plans.

Management Comments

Kobi Marenko, President and Co-Founder of Arbe, commented, "We are pleased with our performance in the second quarter, making solid progress. In automotive, our radar systems are now installed in robotaxi vehicles that have begun on-road trials. In defense and homeland security, we have started delivering systems that have been successfully field-tested. We see strong demand, with customers and potential customers requiring our radar solutions for immediate needs."

Ram Machness, Chief Executive Officer of Arbe, commented, "Our strategy of diversifying sales into new markets with immediate needs and shorter sales cycles is paying off, reflected in a clear revenue growth trend. Growth in the quarter came from our expanding customer base across automotive, defense, and civilian programs. We believe that these sales are evidence that our transition from a chipset supplier to a complete radar technology provider is opening up new and diversified markets for us with revenue potential in both the short and long-term."

Second Quarter 2026 Financial Results Highlights

Revenues for Q2 2026 were $0.7 million, compared to $0.3 million in Q2 2025. Backlog as of June 30, 2026, amounted to $1 million.

Gross loss for Q2 2026 was around $0, compared to a gross loss of $0.2 million in Q2 2025. 

Operating expenses in Q2 2026 were $9.8 million, compared to $11.3 million in Q2 2025.

Source: https://ir.arberobotics.com/news/press-releases/detail/181/arbe-announces-second-quarter-2026-financial-results

More than 100% increase in revenue with $0 gross loss! OpEx has also creased by almost 20%.

Trying to figure this one out.

u/RefrigeratorTasty912 first mentioned about Sensrad's collaboration with Virturail 27-07-2026.

However, based on Sensrad's website this collaboration was materialised on 07-07-2026. Arbe was not mentioned by Sensrad. The astute reader may infer from "Sensrad's Hugin D1 4D imaging radar" that Arbe is the supplier of the radar chipset for Sensrad - but one cannot argue that most superficial investor is aware of this fact.
Source: https://www.sensrad.com/news/sensrad-and-virturail-collaborate

Fast forward to 31-07-2026:
Arbe made the same announcement but with an explicit mention of itself.
Source: https://ir.arberobotics.com/news/press-releases/detail/179/arbe-tier-1-sensrad-announces-collaboration-with-virturail

So why? Why isn't Sensrad mentioning Arbe? The Q2 2026 Gapwaves earning call appears to suggest that Sensrad and Arbe are "frenemies".
Is the inherent tension between OEM and component supplier at play here?

As a component supplier, Arbe has zero visibility to the market. To me, this changed in the Q1 2026 when Arbe mentioned that it has now setup dedicated radar system production lines - this means direct to business interaction to by - pass tier - 1s which also requires that capital market re-rate Arbe not as a component supplier but in the same way that Gapwave is rated.

Related recent topics:
https://www.reddit.com/r/ARBE_Investors/comments/1v33sck/nhtsa_targets_tesla8217s_8216radar_saves_us8217/

NHTSA targets Tesla’s ‘Radar Saves Us’ document in FSD crash probe

https://electrek.co/2026/07/21/nhtsa-tesla-radar-saves-us-document-fsd-probe/

Source: https://www.cnbc.com/video/2026/07/23/tesla-has-no-business-without-solving-full-self-driving-ross-gerber.html

• A flurry of announcements over the past two weeks shows how quickly governments are leaning into drone technology.
• Battlefield lessons from Ukraine are reshaping procurement decisions across Europe.
• It’s creating opportunities not only for drone manufacturers but also for companies developing AI, software, electronic warfare, and secure communications.

Beyond drone makers

The growing use of drones and other autonomous systems is also boosting the demand for the technology needed to coordinate the drones in real time, according to Muharremi. That includes secure communications, battle management software, AI, and satellite-based intelligence, sensors and electronic warfare systems.

“As a result, companies with physical platform scale and exposure across autonomy, air defence, sensors, electronic warfare, software, and space are likely to capture a share of future defence spending,” she said.

It comes as European core defense spending has doubled since 2019 and, under NATO’s 3.5% target for 2035, could reach about 800 billion euros by 2030 – roughly 2.9 % of GDP – according to McKinsey.

Source: https://www.cnbc.com/2026/07/15/drones-defense-europe-autonomous-weapons.html

• A flurry of announcements over the past two weeks shows how quickly governments are leaning into drone technology.
• Battlefield lessons from Ukraine are reshaping procurement decisions across Europe.
• It’s creating opportunities not only for drone manufacturers but also for companies developing AI, software, electronic warfare, and secure communications.

Europe has spent years rebuilding its military in response to Russia’s invasion of Ukraine. Now, investment is increasingly converging around one technology that is seen as central to the continent’s future security: drones.

A flurry of announcements over the past two weeks shows just how quickly that shift is accelerating. NATO unveiled a new drone initiative, the U.K. earmarked billions of pounds for drones and counter-drone systems, Germany moved to procure 50,000 drones for Ukraine, and defense tech startup Helsing secured an $18 billion valuation.

The growing use of drones and other autonomous systems is also boosting the demand for the technology needed to coordinate the drones in real time, according to Muharremi. That includes secure communications, battle management software, AI, and satellite-based intelligence, sensors and electronic warfare systems.

“As a result, companies with physical platform scale and exposure across autonomy, air defence, sensors, electronic warfare, software, and space are likely to capture a share of future defence spending,” she said.

It comes as European core defense spending has doubled since 2019 and, under NATO’s 3.5% target for 2035, could reach about 800 billion euros by 2030 – roughly 2.9 % of GDP – according to McKinsey.

Source: https://www.cnbc.com/2026/07/15/drones-defense-europe-autonomous-weapons.html

• Zipline is growing its drone delivery business in the U.S. and has hired former Tesla, Uber Eats and Waymo executives to help it scale up in new markets.
• The company is now making one drone delivery every thirty seconds, and has surpassed 2.5 million commercial deliveries to-date.
• Its factory in South San Francisco has the capacity to make 24,000 new drones per year, and CEO Keller Rinaudo Cliffton said Zipline is expecting its U.S. business to grow 15 times this year alone.

While Zipline is expanding to Austin, Houston, and Cleveland, it has not yet revealed its next U.S. markets. “We are expecting just the U.S. business to grow by another 15X this year,” Rinaudo Cliffton said, adding “many tens of metros across the U.S. and some new, large international markets” in 2027.

While Zipline has the most traction by far in the U.S., it faces competition from Alphabet’s drone division Wing, fellow startups like Flytrex and Matternet, and others developing cargo-carrying drones for military use.

https://www.cnbc.com/2026/07/14/zipline-drone-delivery-tesla-uber-waymo-executives.html

https://www.matternet.com/newsroom/matternet-and-amprius-partner-to-advance-drone-delivery

>The Parties Entered into an Agreement to Jointly Provide Solutions Across Three Projects, With Plans to Expand Cooperation into Additional Initiatives

>TEL AVIV, Israel, July 14, 2026 /PRNewswire/ -- Arbe Robotics (NASDAQ: ARBE) (TASE: ARBE), a global leader in ultra-high-resolution radar solutions, today announced that its radar technology has been selected by a leading global defense and homeland security system integrator for several civilian and defense programs. Under a newly signed framework collaboration agreement, Arbe will supply radar systems for three projects developed by the integrator, with cooperation expected to expand to additional initiatives.

>The selection followed the integrator's ongoing evaluation of various advanced radar and sensing technologies to support complex operational environments and extend system-level capabilities. Based on this evaluation, the integrator found that Arbe's high-resolution radar technology was suitable for multiple applications, and selected Arbe as its exclusive radar provider for the projects covered by the agreement.

>The agreement advances Arbe's role as a supplier of complete radar systems, beyond its core chipset offering, in demanding environments outside the automotive sector, including defense, homeland security, and infrastructure-related domains. Following the signing of the agreement, the integrator placed initial orders for Arbe's radar systems, with the first deliveries already completed, and additional orders anticipated during 2026 and 2027.

>"The framework agreement with a leading global defense system integrator marks an important step in Arbe's expansion into high-value verticals beyond automotive," said Ram Machness, CEO of Arbe. "It validates the strength of our radar technology and the need for it in mission-critical environments and demonstrates the broader commercial opportunity for our radar systems, in addition to our chipset offering."

>Arbe's radar system is powered by its proprietary chipset, which features the industry's largest channel array: 48 transmitting and 48 receiving RF channels supporting 2,304 virtual channels and ultra-high-resolution 4D imaging. The solution provides long-range detection, precise object separation, free-space mapping, and advanced false-alarm mitigation in all weather and lighting conditions. These capabilities make the platform well suited to multiple application domains, including autonomous driving; off-highway applications such as agriculture and construction; and defense and homeland security.

Source: https://ir.arberobotics.com/news/press-releases/detail/177/arbe-radar-technology-selected-by-leading-global-defense

I was browsing through some old links to my investment thesis in the battery sector and decided to share this with nostalgia.

For those who have been in since 18-36 months ago, whether swing trading throughout or a combination of swing trading and long - term hold, how much has changed in the silicon anode sector in your view?

1:29

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Global silicon anode battery size

2021: 1.2B$ ( for reference, Amprius guides 130M$ sales revenue for 2026 which means there is a massive pie out there to be taken even by 2021 estimate)

2031: 208.6B$

Source: https://m.youtube.com/watch?v=vj0siYi4h0o