Core Insights - Arteris, Inc. reported strong financial results for Q4 2025, achieving a record Annual Contract Value (ACV) plus royalties of $83.6 million, reflecting a 28% year-over-year growth [2][6] - The company emphasizes its strategic acquisition of Cycuity to enhance its cybersecurity capabilities in semiconductor technology, positioning itself to capitalize on the growing complexities in AI and SoC architectures [2][6] Financial Highlights - Q4 2025 revenue reached $20.1 million, a 30% increase year-over-year, with a net loss of $8.5 million or $0.19 per share [6][19] - For the full year 2025, revenue was $70.6 million, up 22% year-over-year, with a net loss of $34.7 million or $0.82 per share [6][19] Business Developments - The remaining performance obligation (RPO) stood at $116.8 million, a 32% increase year-over-year, with expectations that approximately half will be recognized as revenue in 2026 [6][19] - Arteris' customers have shipped over four billion SoC chips and chiplets utilizing its technology since inception, indicating strong market adoption [6][13] Guidance for 2026 - Estimated Q1 2026 ACV plus royalties is projected to be between $85.0 million and $89.0 million, while full-year guidance is set at $100.0 million to $104.0 million [8] - Revenue for Q1 2026 is expected to be between $20.5 million and $21.5 million, with full-year revenue guidance of $89.0 million to $93.0 million [8] Non-GAAP Financial Measures - Non-GAAP operating loss for Q4 2025 was $2.2 million, an improvement from a loss of $2.8 million in Q4 2024 [6][19] - Non-GAAP free cash flow was positive at $3.0 million for Q4 2025, representing 15% of revenue [6][19]