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Madison DePaula

Senior Equity Research Associate at Rosenblatt Securities

Madison DePaula is a Senior Equity Research Associate at Rosenblatt Securities, specializing in the semiconductor sector within technology, media, and telecommunications research. She actively engages with companies such as Arteris and Navitas, contributing questions on AI data center verticals and cross-sell opportunities during earnings calls, though specific performance metrics like success rates or rankings on platforms such as TipRanks are not publicly detailed. DePaula joined Rosenblatt Securities following her graduation with a Bachelor of Arts in Economics from the University of Michigan, with prior internships at Crescent Pine Family Office Group, Commonfund, and Fieldpoint Private, along with co-founding TDMU.LLC. Her professional credentials include these academic and experiential qualifications, with no specific FINRA registrations or securities licenses identified in available sources.

Madison DePaula's questions to Arteris (AIP) leadership

Question · Q4 2025

Madison DePaula asked about the cross-sell opportunities for the Cycuity acquisition, specifically which customer segments Arteris expects to engage first, and how the security offering changes Arteris' ability to increase content per customer over time.

Answer

CEO Charlie Janac explained that hardware security assurance is a major and growing issue, with a 15x increase in hardware attacks on semiconductors. He highlighted Cycuity's broad applicability to Arteris' existing customer base and essentially any semiconductor company, seeing it as a significant opportunity to enhance system IP value and address a wider market regardless of chip complexity.

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Question · Q4 2025

Madison DePaula inquired about the cross-sell opportunities for Arteris's new security offerings, specifically asking which customer segments would be engaged first and how the security acquisition enhances content per customer over time.

Answer

CEO Charlie Janac explained that hardware security assurance is a growing major issue, with a 15x increase in hardware attacks. He highlighted that the Cycuity hardware assurance software can be used by Arteris's existing large customer base and any semiconductor company, significantly enhancing system IP value and addressing a broader market.

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