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Arteris, Inc.

AIP · Information Technology

Last earnings Aug 6, 2026

Key results

Revenuequarter

$16.5 million

Revenue of $16.5 million , up 13% year-over-year Annual Contract Value (ACV) plus royalties of $69.1 million, up 15% year-over-year, growing to the highest level we have ever reported Remaining performance obligation (RP O) of $99.3 million, up 28% year-over-year

SEC original ↗Arteris, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Growthquarter

up 13%

Revenue of $16.5 million , up 13% year-over-year Annual Contract Value (ACV) plus royalties of $69.1 million, up 15% year-over-year, growing to the highest level we have ever reported Remaining performance obligation (RP O) of $99.3 million, up 28% year-over-year

SEC original ↗Arteris, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

AI analysis

Q2 2025 · reported Aug 5, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q2 2025
$16.5M
EX-99 · Aug 5, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
Revenue$16.5 million——
Growthup 13%——

EX-99 · Aug 5, 2025

Guidance · company-stated

No guidance located in the held release

Outlook statement

“Estimated Third Quarter and Updated Full Year 2026 Guidance Q3 2026 FY 2026 (in millions) ACV + royalties $99.0 - $103.0 $102.0 - $106.0 Revenue $24.0 - $25.0 $95.0 - $98.0 Non-GAAP operating loss $1.0 - $3.0 $7.0 - $10.0 Free cash flow * $5.0 - $9.0 *As previously mentioned during the first quarter 2026 earnings call, we will no longer provide quarterly free cash flow guidance.”

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

The Company s vendor financing arrangements are classified within Level 2 because these borrowings are not actively traded and have a variable interest rate structure based upon the Company s incremental borrowing rate.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Arteris Announces Financial Results for the Second Quarter and Estimated Third Quarter and Updated Full Year 2025 Guidance

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

The Company s vendor financing arrangements are classified within Level 2 because these borrowings are not actively traded and have a variable interest rate structure based upon the Company s incremental borrowing rate.

SEC original ↗Arteris, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Strategy & priorities

The transaction price is allocated to the separate performance obligations on a relative standalone selling price basis, which are estimated considering multiple factors including observable industry pricing practices and internal pricing strategies and objectives.

SEC original ↗Arteris, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Risks & headwinds

A reconciliation of Non-GAAP guidance measures reported above to corresponding GAAP measures is not available on a forward-looking basis without unreasonable effort due to the uncertainty of expenses that may be incurred in the future, although it is important to note that these factors could be material to Arteris' results computed in accordance with GAAP.

SEC original ↗Arteris, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

These forward-looking statements are subject to known and unknown risks and uncertainties that may cause actual results to differ materially from our current expectations.

SEC original ↗Arteris, Inc. — Earnings release (8-K exhibit)EX-99Aug 5, 2025

Legal Proceedings 47 Item 1A.

SEC original ↗Arteris, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Such estimates relate to, among others, revenue recognition, the useful lives of assets, assessment of recoverability of property, plant and equipment, fair value of investments, impairment of the equity method investment, fair values of goodwill and other intangible assets, including impairments, leases, allowance for credit losses, deferred tax assets and related valuation allowance, stock-based compensation, potential reserves relating to litigation and tax matters, collectability of certain receivables, fair value and amortization of deferred income, fair value of contingent consideration liability arising out of the Cycuity acquisition, as well as other accruals or reserves.

SEC original ↗Arteris, Inc. — 10-Q Quarterly report10-QAug 6, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology
Documents

Filings

30 documents

Earnings releases

12 documents

Presentations

0 documents

No presentations for Arteris, Inc. are held in this edition of the library.

Transcripts

0 documents

No transcripts for Arteris, Inc. are held in this edition of the library.

Mentioned by

9 companies

Other tracked companies whose held documents mention Arteris, Inc. by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.