Arteris (AIP) Company Report

Arteris reported Q4 2025 total revenue of $20.1 million, a 30% year-over-year increase, and full-year 2025 revenue of $70.6 million, up 22% year-over-year. The company achieved record annual contract value plus royalties of $83.6 million and remaining performance obligations of $117 million at year-end 2025, representing 28% and 32% year-over-year increases, respectively.
For full-year 2025, Arteris reported a non-GAAP operating loss of $12.5 million and a non-GAAP net loss of $14.1 million, or $0.33 per diluted share. The company achieved positive free cash flow of $5.3 million for the full year 2025.
For full-year 2026, Arteris expects revenue between $89 million and $93 million, including approximately $7 million from the Cycuity business, and anticipates a non-GAAP operating loss between $9 million and $5 million. The company projects to report a non-GAAP operating profit as early as Q4 2026.
The acquisition of Cycuity, closed on January 14, 2026, strengthens Arteris' product portfolio in semiconductor cybersecurity assurance, with its financial results incorporated into the 2026 guidance. Arteris also saw strong customer adoption of its FlexGen and Ncore products, and chiplet projects incorporating Arteris technology more than tripled over the past two years.

Feb 12, 2026, 9:30 PM

Transcript

Arteris Reports Strong Q4 and Full Year 2025 Results, Provides 2026 Outlook

AIP

Earnings

Guidance Update

M&A

Arteris reported strong Q4 2025 revenue of $20.1 million, a 30% year-over-year increase, and full year 2025 revenue of $70.6 million, up 22% year-over-year.
The company achieved a record annual contract value plus royalties of $83.6 million for 2025, a 28% year-over-year increase, and positive free cash flow of $5.3 million for the full year.
Arteris closed the acquisition of Cycuity on January 14, 2026, strengthening its product portfolio in semiconductor cybersecurity assurance.
For full year 2026, Arteris expects revenue between $89 million and $93 million (including approximately $7 million from Cycuity) and anticipates reaching non-GAAP operating profit as early as Q4 2026.

Feb 12, 2026, 9:30 PM

Transcript

Arteris Reports Record Q4 and Full Year 2025 Results, Acquires Cycuity, and Issues Strong 2026 Guidance

AIP

Earnings

Guidance Update

M&A

Arteris reported strong financial results for Q4 and full year 2025, with total revenue of $20.1 million in Q4 2025, up 30% year-over-year, and $70.6 million for the full year, a 22% increase. The company also achieved a record annual contract value plus royalties of $83.6 million and remaining performance obligations of $117 million.
The company closed the acquisition of Cycuity on January 14, 2026, which expands its product portfolio into semiconductor cybersecurity assurance.
Arteris provided an optimistic outlook for 2026, guiding for full-year revenue of $89 million-$93 million, including approximately $7 million from Cycuity, and anticipates achieving non-GAAP operating profit as early as the fourth quarter of 2026.
The company noted strong customer adoption of its products, particularly in AI-driven semiconductor designs and chiplet projects, which have more than tripled over the past two years.

Feb 12, 2026, 9:30 PM

Transcript

Arteris Announces Q4 and FY 2025 Results and 2026 Guidance

AIP

Earnings

Guidance Update

M&A

Arteris reported Q4 2025 revenue of $20.1M, a 30% year-over-year increase, and FY 2025 revenue of $70.6M, up 22% year-over-year.
The company achieved positive free cash flow of $3.0M in Q4 2025 and $5.3M for the full year 2025.
Arteris provided FY 2026 revenue guidance of $89M - $93M and non-GAAP operating income guidance of ($9M) – ($5M).
In January, Arteris closed the acquisition of Cycuity, a provider of semiconductor cybersecurity verification solutions, strengthening its product portfolio.
Customers have now shipped over 4 billion chips and chiplets incorporating Arteris network-on-chip technology, and the company noted increased momentum in licenses of its Ncore cache coherent interconnect IP.

Feb 12, 2026, 9:30 PM

Presentation

Arteris Network-on-Chip Technology Reaches 4 Billion Device Deployment Milestone

AIP

Revenue Acceleration/Inflection

New Projects/Investments

Arteris, Inc.'s technology has shipped in more than 4 billion devices as of February 12, 2026, signifying important growth in enabling data movement for AI-era chips and chiplets.
This growth is primarily driven by increased adoption in AI-enabled systems, where Arteris's network-on-chip technology is well-suited for rising compute density, energy efficiency, and chiplet integration.
The milestone is expected to drive corresponding growth in Arteris's variable royalty revenue stream, extending beyond its historical average annual growth rate of approximately 20 percent.
K. Charles Janac, president and CEO of Arteris, stated that this volume milestone reflects how essential data movement has become to modern system design, especially as AI systems grow larger and more complex.

Feb 12, 2026, 9:10 PM

Press Release

Arteris, Inc. Announces Q4 and Full Year 2025 Financial Results and 2026 Guidance

AIP

Earnings

Guidance Update

M&A

Arteris, Inc. reported Q4 2025 revenue of $20.1 million, a 30% year-over-year increase, and full year 2025 revenue of $70.6 million, up 22% year-over-year. The company posted a Non-GAAP net loss of $2.3 million (or $0.05 per share) for Q4 2025 and $14.1 million (or $0.33 per share) for the full year 2025.
Annual Contract Value (ACV) plus royalties reached a record $83.6 million in Q4 2025, up 28% year-over-year, with Remaining Performance Obligation (RPO) also at a record $116.8 million, up 32% year-over-year.
For full year 2026, Arteris estimates revenue between $89.0 million and $93.0 million and ACV plus royalties between $100.0 million and $104.0 million.
In January 2026, Arteris acquired Cycuity, a semiconductor security verification software provider, to enhance its product portfolio.

Feb 12, 2026, 9:07 PM

8-K

Arteris Announces Q4 and Full Year 2025 Results, Provides 2026 Guidance

AIP

Earnings

Guidance Update

M&A

Arteris reported Q4 2025 revenue of $20.1 million, a 30% year-over-year increase, and full-year 2025 revenue of $70.6 million, up 22% year-over-year.
The company achieved a new record for Annual Contract Value (ACV) plus royalties of $83.6 million in Q4 2025, representing 28% year-over-year growth, and reported a Non-GAAP net loss of $0.05 per share for Q4 2025 and $0.33 per share for the full year 2025.
For Q1 2026, Arteris estimates revenue between $20.5 million and $21.5 million and ACV plus royalties between $85.0 million and $89.0 million.
Full-year 2026 guidance includes estimated revenue of $89.0 million to $93.0 million and ACV plus royalties of $100.0 million to $104.0 million.
In January 2026, Arteris closed the acquisition of Cycuity, a provider of semiconductor security verification software, to strengthen its product portfolio.

Feb 12, 2026, 9:05 PM

Press Release

Arterys Inc. to Support eyonis® LCS Distribution via Tempus Pixel

AIP

Product Launch

New Projects/Investments

Median Technologies has partnered with Tempus AI to expand access to the eyonis® LCS medical device software in the United States.
Arterys Inc., a wholly-owned subsidiary of Tempus, manufactures and registers the Tempus Pixel platform, which Tempus AI will utilize to distribute eyonis® LCS to US imaging centers.
This collaboration follows the FDA 510(k) authorization for eyonis® LCS, an AI-based software for lung cancer detection and diagnosis, obtained on February 9, 2026.
The agreement includes a revenue-sharing model for eyonis® LCS and targets 14.5 million eligible Americans for lung cancer screening, leveraging a $601 to $700 reimbursement scheme.
Tempus AI will also support the commercial deployment of eyonis® LCS in Europe, with a CE mark anticipated in Q2 2026.

Feb 12, 2026, 9:05 PM

Press Release

Arteris Highlights Strategic Growth in AI and Chiplets, Reports Strong RPO, and Achieves Free Cash Flow Positive Status

AIP

Guidance Update

M&A

Revenue Acceleration/Inflection

Arteris, a semiconductor IP company specializing in network on chip (NoC) technology, is focused on high-growth areas like AI and chiplets.
The company recently acquired Cycuity, a hardware security verification firm, in January 2026 and anticipates further M&A opportunities.
Financially, Arteris reported Remaining Performance Obligations (RPO) of approximately $105 million at the end of Q3 2025, marking a 34% year-over-year increase.
Arteris achieved free cash flow positive in 2025 and projects GAAP/non-GAAP profitability in Q4 2025.
Royalty streams are rapidly growing and increasingly diversified, with automotive contributing over half of the total.

Jan 16, 2026, 8:00 PM

Transcript

Arteris IP Provides Business and Financial Update at Needham Growth Conference

AIP

M&A

Product Launch

Guidance Update

Arteris IP is a semiconductor IP company focused on network on chip (NoC) technology for data movement within chips, serving over 230 active customers globally and maintaining 90%+ customer retention.
The company is strategically focused on AI, automotive, and chiplet solutions, having shipped its FlexGen product in February 2025 and planning to deliver a chiplet solution by the end of Q1 2026.
Arteris IP recently announced the acquisition of Cycuity, a hardware security verification company, which is expected to contribute to inorganic growth.
Financially, Arteris IP achieved free cash flow positive in 2025 and maintains a strong balance sheet without debt.
As of the end of Q3, Remaining Performance Obligations (RPO) were close to $105 million, representing approximately 1.5x the annual revenue run rate. The company expects FY 2026 revenue around $69 million, free cash flow of positive $4 million, and a non-GAAP operating income loss of $13 million.