Performance was driven by record annual contract value and a 50% year-over-year increase in variable royalties, fueled by a balanced mix across automotive, enterprise computing, and consumer electronics. The proliferation of AI-driven semiconductor designs from data centers to the edge is increasing deployment of Arteris technology for efficient data movement. The acquisition of Cycuity integrates cybersecurity assurance into the product portfolio, addressing a 15x increase in reported silicon vulnera ...

Arteris (NasdaqGM:AIP) Q4 2025 Earnings call February 12, 2026 04:30 PM ET Company ParticipantsCharlie Janac - CEOErica Mannion - Investor RelationsNick Hawkins - CFOConference Call ParticipantsGus Richard - AnalystKevin Garrigan - Senior Equity Research AnalystMadison DePaula - AnalystOperatorGood afternoon, everyone, and welcome to the Arteris fourth quarter and full year 2025 earnings call. Please note this call is being recorded and simultaneously webcast. All material contained in the webcast is sole p ...

Arteris (NasdaqGM:AIP) Q4 2025 Earnings call February 12, 2026 04:30 PM ET Company ParticipantsCharlie Janac - CEOErica Mannion - Investor RelationsGus Richard - Managing DirectorNick Hawkins - CFOConference Call ParticipantsKevin Garrigan - Senior Equity Research AnalystMadison DePaula - AnalystOperatorGood afternoon, everyone, and welcome to the Arteris fourth quarter and full year 2025 earnings call. Please note this call is being recorded and simultaneously webcast. All material contained in the webcast ...

Arteris 4Q 2025 Earnings Presentation Charlie Janac CEO Nick Hawkins CFO February 12, 2026 1 © 2026 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 Art ...

Core Insights - Arteris, Inc. (NASDAQ:AIP) is recognized as one of the best robotics stocks to buy under $20 [1] - The company has joined the Ultra Accelerator Link (UALink) Consortium to develop open standards for high-speed interconnects between AI accelerators, enhancing its position in the AI data center efficiency market [2] - Arteris provides NoC IP products, SoC integration automation software, and related services, with applications across various sectors including automotive, communications, enterprise computing, and consumer electronics [3] Company Developments - Membership in UALink Consortium indicates Arteris's commitment to advancing technology standards for AI workloads [2] - The company's existing NoC technology is designed for high-bandwidth and low-latency processing, positioning it favorably in the semiconductor industry [2][3] Market Position - Arteris is highlighted as a strong investment opportunity within the robotics sector, although some analysts suggest other AI stocks may present greater upside potential [4] - The company’s semiconductor IP is utilized in multiple industries, showcasing its diverse market reach [3]

Financial Performance - Q2 2025 - Revenue reached $16.5 million, a 13% year-over-year increase[11] - ACV (Annual Contract Value) plus Royalties hit $69.1 million, up 15% year-over-year[9, 11] - Remaining Performance Obligation (RPO) reached $99.3 million, a 28% year-over-year increase[9, 11] - Non-GAAP Gross Profit was $15.0 million, with a 91% margin[11] - Non-GAAP Operating Expenses were $18.6 million, a 10% year-over-year increase[12] - Non-GAAP Operating Loss was $3.5 million, flat year-over-year[12] - Free Cash Flow was negative $2.8 million[13] - Cash, Cash Equivalents & Investments remained at $53.9 million[13] Guidance - Q3 2025 ACV plus Royalties guidance is $69.5 million to $72.5 million[15] - Q3 2025 Revenue guidance is $16.8 million to $17.2 million[15] - FY 2025 ACV plus Royalties guidance is $72 million to $78 million[15] - FY 2025 Revenue guidance is $66 million to $70 million[15]