Kobi Marenko on pricing strategy
From Arbe Robotics Q1 2026 Earnings Call | Next-Gen 4D Imaging Radar Tier 1 OEM Contracts Accelerate · · Investing 101
“When you talk about specifically the non-automotive, the non-private automotive, two factors: one is the fact that we are selling a complete system not just the chipset and that obviously drives the average unit price, but also the volumes are much lower. So when you talk about those projects if it's a robot taxi, robot trucks, commercial vehicles, defense applications, the volumes are significantly lower on one hand side but the AUP is significantly higher because of there's no economy of scale to the level that you have in the automotive industry.”
On , Kobi Marenko, President & Co-Founder at Arbe Robotics, spoke about pricing strategy during Arbe Robotics Q1 2026 Earnings Call | Next-Gen 4D Imaging Radar Tier 1 OEM Contracts Accelerate on Investing 101.
About Kobi Marenko
Kobi Marenko, president and co-founder of Arbe Robotics, spoke on the company's Q1 2026 earnings call on May 28, 2026. He stated that the company strengthened its balance sheet during the quarter by closing an underwritten registered direct offering that raised $18.5 million in gross proceeds, providing financial flexibility to invest in a phase of fast growth. Marenko said Arbe's ultra high resolution radar platform is being adopted beyond automotive, with increased interest and initial system sales in homeland security and smart infrastructure. He noted the company has a client in the U.S. Army that purchased hundreds of units for autonomous vehicle applications, including supply trucks and armored vehicles operating off-road in challenging conditions like dust and fog. Marenko also explained that non-automotive markets, while having lower volumes, offer significantly higher average unit prices because Arbe sells complete systems rather than just chipset components.