Core Insights - Arteris, Inc. reported a record Annual Contract Value (ACV) plus royalties of $74.9 million for Q3 2025, representing a 24% increase year-over-year [2][7] - The company ended the quarter with Remaining Performance Obligations (RPO) of $104.7 million, up 34% year-over-year, marking the first time RPO exceeded $100 million in its history [2][7] - The CEO expressed confidence in long-term growth opportunities driven by expanding product portfolio and increasing demand in high-growth markets such as AI and autonomous driving [2] Financial Highlights - Revenue for Q3 2025 was $17.4 million, an 18% increase from Q3 2024 [7] - Non-GAAP operating loss for Q3 2025 was $3.5 million, compared to a loss of $3.3 million in Q3 2024 [7] - Net loss for Q3 2025 was $9.0 million, or $0.21 per share, compared to a net loss of $7.7 million, or $0.20 per share, in Q3 2024 [7][18] Business Highlights - Altera expanded its use of Arteris' IP products and licensed additional software products [7] - AMD ordered more licenses of Arteris technology following a previous multi-project license [7] - New customers in the automotive and industrial sectors were added, including Dream Chip and a leading automotive OEM [7] Guidance - For Q4 2025, Arteris expects ACV plus royalties to be between $74.0 million and $78.0 million [6] - Revenue guidance for FY 2025 is projected to be between $68.8 million and $69.2 million [6] - Non-GAAP operating loss for FY 2025 is estimated to be between $12.5 million and $13.5 million [6]
Arteris Announces Financial Results for the Third Quarter and Estimated Fourth Quarter and Updated Full Year 2025 Guidance