Arteris (AIP) Company Report

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.

5 days ago

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.

5 days ago

Transcript

Arteris IP Discusses Q3 2025 Results and Strategic Growth Initiatives

AIP

M&A

Guidance Update

Product Launch

Arteris IP reported strong performance for Q3 2025, meeting or exceeding all guidance, with Remaining Performance Obligations (RPO) reaching nearly $105 million by the end of the quarter, marking a 34% year-over-year increase.
The company anticipates achieving GAAP or non-GAAP profitability in Q4 2025 and projects positive free cash flow of $4 million for fiscal year 2025, despite a non-GAAP operating income guidance of negative $13 million.
Arteris IP recently acquired Cycuity, a hardware security verification company, as part of its inorganic growth strategy, complementing previous acquisitions of Magillem in 2020 and Semifore in 2022.
The company continues to drive product innovation, having shipped its FlexGen product in February 2025 and planning to deliver a chiplet solution by the end of Q1 2026, with a new product already in development for 2027.
Arteris IP has significantly diversified its royalty streams, moving from a high concentration on a single customer to having five "six-figure reporters" (customers providing six-figure quarterly royalty checks) in Q3 2025, with automotive contributing over half of its total royalty stream.

5 days ago

Transcript

Arteris Closes Acquisition of Cycuity

AIP

M&A

Arteris, Inc. (Nasdaq: AIP) closed its previously announced acquisition of Cycuity, Inc. on January 14, 2026.
Cycuity is a leading provider of semiconductor cybersecurity assurance technology.
This acquisition positions Arteris to address the growing concern around hardware security, which is critical due to the expanded threat landscape at the hardware layer and the proliferation of AI and chiplets.
The acquisition broadens Arteris's commitment to deliver comprehensive products and solutions that help customers achieve secure on-chip data movement.

7 days ago

Press Release

Arteris Reports Strong Q3 2025 Results and Raises Full-Year Guidance

AIP

Earnings

Guidance Update

Revenue Acceleration/Inflection

Arteris reported Q3 2025 revenue of $17.4 million, an 18% year-over-year increase, and achieved a record Annual Contract Value (ACV) plus royalties of $74.9 million, up 24% year-over-year.
Remaining Performance Obligations (RPO) reached a new high of $104.7 million, marking a 34% year-over-year increase and exceeding the $100 million milestone for the first time.
The company provided updated full-year 2025 guidance, increasing both ACV plus royalties to $74 million-$78 million and revenue to $68.8 million-$69.2 million.
Arteris saw strong product adoption, with AI applications accounting for over half of licensing dollars in Q3, and secured new FlexGen customers including Altera and additional licenses from AMD.

Nov 4, 2025, 9:30 PM

Transcript

Arteris Reports Strong Q3 2025 Results and Provides Guidance

AIP

Earnings

Guidance Update

Revenue Acceleration/Inflection

Arteris (AIP) reported Q3 2025 revenue of $17.4 million, an 18% year-over-year increase, and achieved record annual ACV+Royalties of $74.9 million, up 24% year-over-year.
The company added 4 FlexGen customers in Q3, including Altera, and saw expanded use of its technologies by AMD and two of the top five global automotive electric vehicle OEMs.
For Q4 2025, Arteris projects revenue between $18.4 million and $18.8 million and ACV + Royalties between $74 million and $78 million.
The full-year 2025 guidance includes revenue of $68.8 million to $69.2 million and ACV + Royalties of $74 million to $78 million.
Non-GAAP operating income for Q3 2025 was a loss of $3.5 million, while free cash flow was positive at $2.5 million.

Nov 4, 2025, 9:30 PM

Presentation

Arteris, Inc. Announces Q3 2025 Financial Results and Updates Full Year 2025 Guidance

AIP

Earnings

Guidance Update

Revenue Acceleration/Inflection

Arteris, Inc. reported revenue of $17.4 million for the third quarter ended September 30, 2025, representing an 18% increase year-over-year.
The company recorded a net loss of $9.0 million or $0.21 per share and a Non-GAAP net loss of $3.8 million or $0.09 per share for Q3 2025.
Annual Contract Value (ACV) plus royalties reached a record $74.9 million, up 24% year-over-year, and Remaining Performance Obligations (RPO) reached $104.7 million, up 34% year-over-year as of September 30, 2025.
For the full year 2025, Arteris, Inc. updated its guidance, expecting revenue between $68.8 million and $69.2 million and a Non-GAAP operating loss between $12.5 million and $13.5 million.

Nov 4, 2025, 9:18 PM

8-K

Western Midstream and Aris Water Solutions Announce Preliminary Merger Consideration Election Results

AIP

M&A

Proxy Vote Outcomes

Western Midstream Partners, LP (WES) and Aris Water Solutions, Inc. (Aris) have announced the preliminary results for the election of merger consideration by Aris securityholders as of October 7, 2025.
Aris securityholders could elect to receive WES Common Units, a combination of cash and WES Common Units, or cash for their shares and units.
The preliminary results indicate that the maximum cash consideration of $415.0 million will be paid, leading to proration for securityholders who elected the cash option.
An estimated 26.6 million WES Common Units and $415.0 million in cash are expected to be issued and paid to Aris securityholders.
These results are preliminary and subject to final certification, with the special meeting for Aris securityholders scheduled for October 14, 2025.

Oct 8, 2025, 11:05 AM

Press Release

Fujitsu, 1Finity, Arrcus Sign AI Network Infrastructure Partnership

AIP

New Projects/Investments

Product Launch

Fujitsu Limited, its subsidiary 1Finity, and Arrcus Inc. have entered a strategic partnership to develop and provide next-generation AI-era network infrastructure solutions.
The collaboration aims to address the exponential increase in AI-related data traffic by offering seamless connectivity across data centers, cloud platforms, 5G/6G networks, and edge environments.
1Finity will resell Arrcus’s Network Operating System (OS) software, which runs on generic white box hardware and can reduce total cost of ownership by over 40%.
The partnership initially targets Japan with plans for global expansion, positioning Fujitsu as a full-stack AI infrastructure provider.