Arteris Inc
NASDAQ:AIP
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Arteris Inc
NASDAQ:AIP
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Arteris Inc
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.
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.
Record Results: Arteris reported record annual contract value plus royalties of $83.6 million, a 28% year-over-year increase, and record revenues for both Q4 and the full year 2025.
Revenue Growth: Q4 revenue was $20.1 million, up 16% sequentially and 30% year-over-year, beating the top end of guidance; full-year revenue reached $70.6 million, up 22%.
Strong Royalties: Variable royalties were up 50% year-over-year in 2025, with a new record set in Q4, driven by a diversified and expanding customer base.
Cycuity Acquisition: Closed the acquisition of Cycuity in January 2026, expanding into semiconductor cybersecurity assurance products; expected to contribute around $7 million in revenue for 2026.
2026 Guidance Raised: Projecting 2026 revenue of $89–93 million, annual contract value plus royalties to exit between $100–104 million, and full-year free cash flow of $5–9 million.
Path to Profitability: Management expects to achieve non-GAAP operating profit for a period as early as Q4 2026.
Customer Expansion: Notable wins with NXP, AMD, Altera, and others, with customers increasingly deploying multiple Arteris solutions and average project sizes rising above $1 million.
