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Side-by-side financial comparison of Arbe Robotics Ltd. (ARBE) and Samsara Inc. (IOT). Click either name above to swap in a different company.

Samsara Inc. is the larger business by last-quarter revenue ($416.0M vs $458.0K, roughly 908.2× Arbe Robotics Ltd.). Samsara Inc. runs the higher net margin — 1.9% vs -2218.6%, a 2220.4% gap on every dollar of revenue. Samsara Inc. produced more free cash flow last quarter ($55.8M vs $-9.0M).

Arbe Robotics Ltd. is an Israeli technology company that develops 4D imaging radar chipsets and perception solutions for advanced driver-assistance systems (ADAS) and autonomous vehicles. Headquartered in Tel Aviv, it is listed on the Nasdaq Stock Market and the Tel Aviv Stock Exchange under the ticker symbol ARBE.

Samsara Inc. is an American IoT company headquartered in San Francisco, California, that provides telematics software and insights for physical operations. The company has customers across North America and Europe. Samsara developed a connected operations cloud platform that provides insights to physical operations organizations in the transportation, construction, energy, utilities, public sector and retail industries, and supports the safety and efficiency of those operations.

ARBE vs IOT — Head-to-Head

Bigger by revenue
IOT
IOT
908.2× larger
IOT
$416.0M
$458.0K
ARBE
Higher net margin
IOT
IOT
2220.4% more per $
IOT
1.9%
-2218.6%
ARBE
More free cash flow
IOT
IOT
$64.9M more FCF
IOT
$55.8M
$-9.0M
ARBE

Income Statement — Q4 2025 vs Q4 2026

Metric
ARBE
ARBE
IOT
IOT
Revenue
$458.0K
$416.0M
Net Profit
$-10.2M
$7.8M
Gross Margin
-16.6%
76.7%
Operating Margin
-2528.8%
-0.4%
Net Margin
-2218.6%
1.9%
Revenue YoY
29.2%
Net Profit YoY
120.5%
EPS (diluted)
$-0.09
$0.01

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
ARBE
ARBE
IOT
IOT
Q4 25
$458.0K
$416.0M
Q3 25
$254.0K
$391.5M
Q2 25
$274.0K
$366.9M
Q1 25
$40.0K
$346.3M
Q4 24
$322.0M
Q3 24
$123.0K
$300.2M
Q2 24
$280.7M
Q1 24
$276.3M
Net Profit
ARBE
ARBE
IOT
IOT
Q4 25
$-10.2M
$7.8M
Q3 25
$-11.0M
$-16.8M
Q2 25
$-10.2M
$-22.1M
Q1 25
$-13.8M
$-11.2M
Q4 24
$-37.8M
Q3 24
$-12.6M
$-49.6M
Q2 24
$-56.3M
Q1 24
$-113.4M
Gross Margin
ARBE
ARBE
IOT
IOT
Q4 25
-16.6%
76.7%
Q3 25
-95.7%
76.9%
Q2 25
-67.5%
77.3%
Q1 25
-745.0%
76.8%
Q4 24
76.4%
Q3 24
-220.3%
75.6%
Q2 24
75.6%
Q1 24
75.0%
Operating Margin
ARBE
ARBE
IOT
IOT
Q4 25
-2528.8%
-0.4%
Q3 25
-4531.9%
-6.8%
Q2 25
-4189.8%
-9.1%
Q1 25
-33402.5%
-5.3%
Q4 24
-14.7%
Q3 24
-10119.5%
-19.4%
Q2 24
-23.5%
Q1 24
-44.5%
Net Margin
ARBE
ARBE
IOT
IOT
Q4 25
-2218.6%
1.9%
Q3 25
-4344.5%
-4.3%
Q2 25
-3707.3%
-6.0%
Q1 25
-34545.0%
-3.2%
Q4 24
-11.7%
Q3 24
-10222.8%
-16.5%
Q2 24
-20.1%
Q1 24
-41.0%
EPS (diluted)
ARBE
ARBE
IOT
IOT
Q4 25
$-0.09
$0.01
Q3 25
$-0.10
$-0.03
Q2 25
$-0.09
$-0.04
Q1 25
$-0.13
$-0.02
Q4 24
$-0.07
Q3 24
$-0.19
$-0.09
Q2 24
$-0.10
Q1 24
$-0.22

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
ARBE
ARBE
IOT
IOT
Cash + ST InvestmentsLiquidity on hand
$44.7M
$275.1M
Total DebtLower is stronger
Stockholders' EquityBook value
$39.6M
$1.3B
Total Assets
$73.8M
$2.3B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
ARBE
ARBE
IOT
IOT
Q4 25
$44.7M
$275.1M
Q3 25
$52.3M
$258.5M
Q2 25
$6.6M
$259.0M
Q1 25
$6.9M
$227.6M
Q4 24
$160.3M
Q3 24
$18.8M
$159.3M
Q2 24
$162.5M
Q1 24
$135.5M
Stockholders' Equity
ARBE
ARBE
IOT
IOT
Q4 25
$39.6M
$1.3B
Q3 25
$49.1M
$1.2B
Q2 25
$58.0M
$1.1B
Q1 25
$65.7M
$1.1B
Q4 24
$999.1M
Q3 24
$17.2M
$964.7M
Q2 24
$923.9M
Q1 24
$915.1M
Total Assets
ARBE
ARBE
IOT
IOT
Q4 25
$73.8M
$2.3B
Q3 25
$66.1M
$2.2B
Q2 25
$75.8M
$2.1B
Q1 25
$85.0M
$2.0B
Q4 24
$1.9B
Q3 24
$55.5M
$1.8B
Q2 24
$1.7B
Q1 24
$1.7B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
ARBE
ARBE
IOT
IOT
Operating Cash FlowLast quarter
$-9.0M
$63.7M
Free Cash FlowOCF − Capex
$-9.0M
$55.8M
FCF MarginFCF / Revenue
-1974.7%
13.4%
Capex IntensityCapex / Revenue
6.3%
1.9%
Cash ConversionOCF / Net Profit
8.20×
TTM Free Cash FlowTrailing 4 quarters
$-38.4M
$194.2M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
ARBE
ARBE
IOT
IOT
Q4 25
$-9.0M
$63.7M
Q3 25
$-11.1M
$50.2M
Q2 25
$-11.8M
$52.6M
Q1 25
$-6.2M
$53.9M
Q4 24
$36.0M
Q3 24
$-7.8M
$18.1M
Q2 24
$23.7M
Q1 24
$-41.9M
Free Cash Flow
ARBE
ARBE
IOT
IOT
Q4 25
$-9.0M
$55.8M
Q3 25
$-11.3M
$44.2M
Q2 25
$-11.8M
$45.7M
Q1 25
$-6.2M
$48.5M
Q4 24
$31.2M
Q3 24
$-7.9M
$13.1M
Q2 24
$18.6M
Q1 24
$-44.0M
FCF Margin
ARBE
ARBE
IOT
IOT
Q4 25
-1974.7%
13.4%
Q3 25
-4448.8%
11.3%
Q2 25
-4319.3%
12.5%
Q1 25
-15617.5%
14.0%
Q4 24
9.7%
Q3 24
-6408.9%
4.4%
Q2 24
6.6%
Q1 24
-15.9%
Capex Intensity
ARBE
ARBE
IOT
IOT
Q4 25
6.3%
1.9%
Q3 25
60.2%
1.5%
Q2 25
21.5%
1.9%
Q1 25
62.5%
1.5%
Q4 24
1.5%
Q3 24
96.7%
1.7%
Q2 24
1.8%
Q1 24
0.8%
Cash Conversion
ARBE
ARBE
IOT
IOT
Q4 25
8.20×
Q3 25
Q2 25
Q1 25
Q4 24
Q3 24
Q2 24
Q1 24

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

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