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Side-by-side financial comparison of Arbe Robotics Ltd. (ARBE) and Pony AI Inc. (PONY). Click either name above to swap in a different company.
Pony AI Inc. is the larger business by last-quarter revenue ($2.1M vs $458.0K, roughly 4.5× Arbe Robotics Ltd.). Pony AI Inc. runs the higher net margin — -284.8% vs -2218.6%, a 1933.8% gap on every dollar of revenue.
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.
Pony Canyon Inc. , also known by the shorthand form Ponican , is a Japanese company, established on October 1, 1966, which distributes music, films, home video, and video games. It is affiliated with the Japanese media group Fujisankei Communications Group. Pony Canyon is a major leader in the music industry in Japan, with its artists regularly at the top of the Japanese charts. Pony Canyon is also responsible for releasing taped concerts from its artists as well as many anime productions and...
ARBE vs PONY — Head-to-Head
Income Statement — Q4 2025 vs Q3 2025
| Metric | ||
|---|---|---|
| Revenue | $458.0K | $2.1M |
| Net Profit | $-10.2M | $-5.9M |
| Gross Margin | -16.6% | 9.2% |
| Operating Margin | -2528.8% | -275.3% |
| Net Margin | -2218.6% | -284.8% |
| Revenue YoY | — | — |
| Net Profit YoY | — | — |
| EPS (diluted) | $-0.09 | $-3.51 |
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.
| Q4 25 | $458.0K | — | ||
| Q3 25 | $254.0K | $2.1M | ||
| Q2 25 | $274.0K | $1.7M | ||
| Q1 25 | $40.0K | $1.9M | ||
| Q3 24 | $123.0K | — |
| Q4 25 | $-10.2M | — | ||
| Q3 25 | $-11.0M | $-5.9M | ||
| Q2 25 | $-10.2M | $-4.3M | ||
| Q1 25 | $-13.8M | $-5.2M | ||
| Q3 24 | $-12.6M | — |
| Q4 25 | -16.6% | — | ||
| Q3 25 | -95.7% | 9.2% | ||
| Q2 25 | -67.5% | — | ||
| Q1 25 | -745.0% | 16.6% | ||
| Q3 24 | -220.3% | — |
| Q4 25 | -2528.8% | — | ||
| Q3 25 | -4531.9% | -275.3% | ||
| Q2 25 | -4189.8% | -303.4% | ||
| Q1 25 | -33402.5% | -400.9% | ||
| Q3 24 | -10119.5% | — |
| Q4 25 | -2218.6% | — | ||
| Q3 25 | -4344.5% | -284.8% | ||
| Q2 25 | -3707.3% | -253.7% | ||
| Q1 25 | -34545.0% | -267.4% | ||
| Q3 24 | -10222.8% | — |
| Q4 25 | $-0.09 | — | ||
| Q3 25 | $-0.10 | $-3.51 | ||
| Q2 25 | $-0.09 | $-0.92 | ||
| Q1 25 | $-0.13 | $-0.12 | ||
| Q3 24 | $-0.19 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $44.7M | $62.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $39.6M | $114.1M |
| Total Assets | $73.8M | $126.5M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $44.7M | — | ||
| Q3 25 | $52.3M | $62.5M | ||
| Q2 25 | $6.6M | $84.9M | ||
| Q1 25 | $6.9M | $86.8M | ||
| Q3 24 | $18.8M | — |
| Q4 25 | $39.6M | — | ||
| Q3 25 | $49.1M | $114.1M | ||
| Q2 25 | $58.0M | $120.6M | ||
| Q1 25 | $65.7M | $126.4M | ||
| Q3 24 | $17.2M | — |
| Q4 25 | $73.8M | — | ||
| Q3 25 | $66.1M | $126.5M | ||
| Q2 25 | $75.8M | $138.3M | ||
| Q1 25 | $85.0M | $134.0M | ||
| Q3 24 | $55.5M | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | ||
|---|---|---|
| Operating Cash FlowLast quarter | $-9.0M | $-2.9M |
| Free Cash FlowOCF − Capex | $-9.0M | — |
| FCF MarginFCF / Revenue | -1974.7% | — |
| Capex IntensityCapex / Revenue | 6.3% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $-38.4M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-9.0M | — | ||
| Q3 25 | $-11.1M | $-2.9M | ||
| Q2 25 | $-11.8M | $-2.5M | ||
| Q1 25 | $-6.2M | $-7.5M | ||
| Q3 24 | $-7.8M | — |
| Q4 25 | $-9.0M | — | ||
| Q3 25 | $-11.3M | — | ||
| Q2 25 | $-11.8M | — | ||
| Q1 25 | $-6.2M | — | ||
| Q3 24 | $-7.9M | — |
| Q4 25 | -1974.7% | — | ||
| Q3 25 | -4448.8% | — | ||
| Q2 25 | -4319.3% | — | ||
| Q1 25 | -15617.5% | — | ||
| Q3 24 | -6408.9% | — |
| Q4 25 | 6.3% | — | ||
| Q3 25 | 60.2% | — | ||
| Q2 25 | 21.5% | — | ||
| Q1 25 | 62.5% | — | ||
| Q3 24 | 96.7% | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.