Arteris (AIP) Q2 2025 Earnings Call August 05, 2025 04:30 PM ET Speaker0Good afternoon, everyone, and welcome to the Artery's Second Quarter twenty twenty five Earnings Call. Please note that this call is being recorded and simultaneously webcast. All material contained in the webcast is sole property and copyright of Arteris Inc. With all rights reserved. For opening remarks and introductions, I will now turn the call over to Erica Mannion of Saphyr Investor Relations.Please go ahead.Speaker1Thank you, and ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-40960 Arteris, Inc. (Exact name of registrant as specified in its charter) Delaware 27-0117058 (State or other ...

Arteris 2Q 2025 Earnings Presentation Charlie Janac CEO Nick Hawkins CFO August 5, 2025 1 © 2025 Arteris, Inc. Disclaimer This presentation and the accompanying oral presentation have been prepared by Arteris, Inc. ("Arteris" or "the "Company") for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or representation by the presenter or Arteris or any officer, director, employee, agent or advisor of Arteri ...

Arteris Announces Financial Results for the Second Quarter and Estimated Third Quarter and Updated Full Year 2025 Guidance CAMPBELL, Calif. - August 5, 2025 - Arteris, Inc. (Nasdaq: AIP), a leading provider of semiconductor system IP for accelerating system-on-chip (SoC) creation, today announced financial results for the second quarter ended June 30, 2025 and provided estimated third quarter and updated full year 2025 guidance. "In the second quarter of 2025, we achieved record Annual Contract Value plus r ...

CAMPBELL, Calif., Aug. 05, 2025 (GLOBE NEWSWIRE) -- Arteris, Inc. (Nasdaq: AIP), a leading provider of semiconductor system IP for accelerating system-on-chip (SoC) creation, today announced financial results for the second quarter ended June 30, 2025 and provided estimated third quarter and updated full year 2025 guidance. “In the second quarter of 2025, we achieved record Annual Contract Value plus royalties of $69.1 million and exited the quarter with $99.3 million in Remaining Performance Obligations, w ...

Market Overview - US stock indices opened mixed on August 5, later experiencing a collective drop, with all major indices turning negative by the time of reporting [1] - The Dow Jones Industrial Average closed at 44,004.55, down 169.09 points (-0.38%); the Nasdaq Composite at 20,995.61, down 57.97 points (-0.28%); and the S&P 500 at 6,307.92, down 22.02 points (-0.35%) [2] Chinese Stocks Performance - The Nasdaq China Golden Dragon Index saw a slight increase, with notable gains from several companies: Ascentage Pharma rose nearly 10%, Sohu increased over 6%, and Zhihu and Zai Ding Pharma both rose over 3% [3][4] Corporate Earnings and Stock Movements - Pfizer's stock rose over 5% after reporting Q2 revenue of $14.65 billion, a 10% year-over-year increase, driven by core drug sales growth [6][8] - Palantir Technologies experienced a significant increase of nearly 10%, with a market capitalization exceeding $400 billion, reporting Q2 revenue of $1.004 billion, a 48% year-over-year growth [9][10] - Arteris saw a surge of over 40% in its stock price, attributed to AMD's adoption of its new FlexGen interconnect technology for AI chip design [11][12]

Core Insights - Arteris, Inc. has announced a licensing agreement with AMD for its FlexGen network-on-chip (NoC) interconnect IP, aimed at enhancing the performance of AMD's next-generation AI chiplet designs [1][3] - The collaboration emphasizes the growing complexity of modern system-on-chip (SoC) and chiplet architectures, which require multiple specialized interconnects to meet the demands of contemporary electronic systems [2] Company Overview - Arteris is recognized as a leader in semiconductor system IP, focusing on accelerating the creation of high-performance, power-efficient silicon [5] - The FlexGen NoC IP technology is designed to optimize wire length, reduce latency, and improve power efficiency, addressing the needs of complex multi-die and chiplet-based designs [3][4] Strategic Collaboration - The integration of Arteris' FlexGen NoC IP with AMD's Infinity Fabric™ interconnect is expected to enhance performance and scalability for diverse applications, from data centers to edge devices [2][3] - This partnership aims to automate interconnect configuration and enable seamless connectivity among SoC components, strengthening AMD's AI compute portfolio [3] Technological Innovation - FlexGen leverages AI automation to improve design productivity and streamline iteration cycles, positioning companies to tackle the complexities of modern computing systems [4] - The technology can function as an independent interconnect solution or in conjunction with proprietary interconnect technologies, facilitating faster design iterations and market readiness [3]

Company Overview - Arteris, Inc. (AIP) shares increased by 12.2% to $10.6 in the last trading session, with a notable trading volume, contrasting with a 0.8% loss over the past four weeks [1] - The company is experiencing growth due to rising demand for commercial semiconductor system IP products, driven by the complexity of chiplet and SoC designs, the proliferation of AI applications, and outsourcing trends [1] Financial Expectations - Arteris is projected to report a quarterly loss of $0.11 per share, unchanged from the same quarter last year, with expected revenues of $16.4 million, reflecting a 12.6% increase year-over-year [2] - The consensus EPS estimate for Arteris has remained stable over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [3] Industry Context - Arteris operates within the Zacks Internet - Software industry, where another company, Paylocity (PCTY), saw a 2.2% increase in its stock price, closing at $190.36, with a 2.8% return over the past month [3] - Paylocity's consensus EPS estimate has increased by 1.8% to $1.38, although this represents a 6.8% decrease compared to the previous year, and it currently holds a Zacks Rank of 4 (Sell) [4]

Core Viewpoint - Arteris, Inc. is set to release its financial results for Q2 2025 on August 5, 2025, after market close, with a conference call scheduled for the same day to discuss these results [1]. Company Overview - Arteris, Inc. is a leading provider of system IP aimed at accelerating system-on-chip (SoC) development, focusing on enhancing product performance while reducing power consumption and time to market [3]. - The company's network-on-chip (NoC) interconnect IP and SoC integration automation technology are designed to improve SoC economics, allowing customers to innovate further [3]. Investor Relations - A live webcast of the conference call will be available on the Investor Relations section of Arteris' website, and a replay will be accessible approximately two hours after the call for 30 days [2]. - Interested parties can join the conference call by dialing the provided toll-free and international numbers [1].

Accelerating The Creation Of Semiconductors Corporate Overview Charlie Janac CEO Nick Hawkins CFO November 2024 1 © 2024 Arteris, Inc. Disclaimer This presentation and the accompanying oral presentation have been prepared by Arteris, Inc. ("Arteris IP" or "the "Company") for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or representation by the presenter or Arteris IP or any officer, director, employ ...