Arteris Inc
NASDAQ:AIP

Watchlist Manager
Arteris Inc Logo
Arteris Inc
NASDAQ:AIP
Watchlist
Price: 15.3 USD -2.3%
Market Cap: $668.3m

Arteris Inc
Investor Relations

Arteris, Inc. provides interconnect and other intellectual property technology that manages the on-chip communications in system-on-chip semiconductor devices. The company is headquartered in Campbell, California and currently employs 217 full-time employees. The company went IPO on 2021-10-27. The firm's products enable its customers to deliver increasingly complex SoCs that not only process data but are also able to make decisions. The firm's interconnect IP solutions offer connections to multiple industry standard processors such as Arm, RISC-V, CEVA, Synopsys ARC and MIPS, as well as memory controllers, I/O and a variety of IP subsystems, to enable customers to integrate such IP blocks. The firm offer the semiconductor industry a commercially available interconnect IP portfolio. Its interconnect IP product portfolio includes FlexNoC, Ncore, CodaCache and Physical Interconnect Aware NoC Optimizer (PIANO). Its IP deployment product portfolio includes Specification, Design, Documentation and Design Data Intelligence.

Show more
Loading
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q3 2025
Call Date
Nov 4, 2025
AI Summary
Q3 2025

Record ACV & Royalties: Arteris posted record annual contract value plus royalties of $74.9 million, up 24% year-over-year and above guidance.

Revenue Growth: Q3 revenue reached $17.4 million, up 5% sequentially and 18% year-over-year, beating the top end of the guidance range.

AI & Data Center Momentum: Over half of licensing dollars in the quarter came from AI applications, reflecting strong adoption in data center and edge markets.

Major Customer Wins: New and expanded deals with Altera and AMD, along with additional FlexGen customers in automotive and industrial sectors.

Future Outlook Raised: Full-year 2025 revenue and ACV plus royalties guidance both increased by $1 million.

Strong RPO Growth: Remaining performance obligations hit $104.7 million, up 34% year-over-year and surpassing the $100 million mark for the first time.

Improving Royalties: Trailing 12-month variable royalties grew 36% year-over-year, showing accelerating momentum.

Positive Free Cash Flow: Q3 free cash flow was $2.5 million, above the midpoint of guidance.

Key Financials
Revenue
$17.4 million
Annual Contract Value plus Royalties
$74.9 million
Remaining Performance Obligations
$104.7 million
Gross Profit
$15.6 million
Gross Margin
90%
Operating Loss
$8.7 million
Net Loss
$9 million
Net Loss per Share
$0.21
Free Cash Flow
$2.5 million
Cash, Cash Equivalents and Investments
$56.2 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. Karel Charles Janac
Chairman, CEO & President
No Bio Available
Mr. Nicholas Bryan Hawkins FCA
VP & CFO
No Bio Available
Dr. Laurent R. Moll
Chief Operating Officer
No Bio Available
Mr. Paul L. Alpern
Executive VP, General Counsel & Secretary
No Bio Available
Mr. Michal Siwinski
Chief Marketing Officer
No Bio Available
Mr. Ken Way
Executive Vice President of Global Sales
No Bio Available
Ms. Evin Arici Kebebew
Corporate Controller
No Bio Available

Contacts

Address
CALIFORNIA
Campbell
595 Millich Drive, Suite 200
Contacts
+14084707300.0
www.arteris.com