Arteris Announces Financial Results for the Fourth Quarter and Full Year 2025 and Estimated First Quarter and Full Year 2026 Guidance

CAMPBELL, Calif., Feb. 12, 2026 -- Arteris, Inc. (Nasdaq: AIP), a leading provider of semiconductor technology for accelerating innovation in the AI era, today announced financial results for the fourth quarter and year ended December 31, 2025 and provided estimated first quarter and full year 2026 guidance.

“In the fourth quarter of 2025, we again delivered strong financial results, including a new record of Annual Contract Value plus royalties reaching $83.6 million, representing 28% year-over-year growth. During the quarter, our customers surpassed the milestone of more than four billion systems shipped with SoCs connected by Arteris System IP, and we enjoyed royalty growth of 50% year-over-year,” said K. Charles Janac, President and CEO of Arteris. “As cybersecurity threats intensify not just in software but the underlying hardware used across data centers, edge devices, and mission-critical systems, our recent acquisition of Cycuity strengthens Arteris’ ability to help customers secure data movement in silicon through proven technology and deep domain expertise. Combined with the acceleration of AI use in semiconductors and the ever increasing SoC complexities created by the proliferation of chiplet-based, multi-die architectures, Arteris is well positioned to deliver on these transformative opportunities,” concluded Janac.

Fourth Quarter 2025 Financial Highlights:

• Revenue of $20.1 million, up 30% year-over-year
• Annual Contract Value (ACV) plus royalties of $83.6 million, up 28% year-over-year, growing to the highest level we have ever reported
• Remaining performance obligation (RPO) of $116.8 million, up 32% year-over-year, growing to the highest level we have ever reported. We expect approximately half of our RPO will be recognized as revenue in 2026. This projection excludes cancelable and non-cancelable Flexible Spending Accounts.
• Operating loss of $8.5 million, compared to an operating loss of $7.1 million in the fourth quarter of 2024
• Non-GAAP operating loss of $2.2 million, compared to a Non-GAAP operating loss of $2.8 million in the fourth quarter of 2024
• Net loss of $8.5 million or $0.19 per share
• Non-GAAP net loss of $2.3 million or $0.05 per share
• Non-GAAP free cash flow of positive $3.0 million or 15% of revenue
   

Full year 2025 Financial Highlights:

• Revenue of $70.6 million, up 22% year-over-year
• Variable royalties of $6.6 million, up 50% year-over-year
• Operating loss of $33.1 million, compared to an operating loss of $31.6 million for the year ended 2024
• Non-GAAP operating loss of $12.5 million, compared to a Non-GAAP operating loss of $14.8 million for the year ended 2024
• Net loss of $34.7 million or $0.82 per share
• Non-GAAP net loss of $14.1 million or $0.33 per share
• Non-GAAP free cash flow of positive $5.3 million or 8% of revenue
   

Recent Business Highlights:

• In January 2026, we closed the acquisition of Cycuity, a leading provider of semiconductor security verification software. This acquisition strengthens Arteris’ product portfolio, enabling customers to improve security in IP blocks, chiplets, SoCs and firmware;
• Our customers have shipped over four billion SoC chips and chiplets incorporating Arteris network-on-chip technology as the underlying interconnect since Arteris' inception;
• FlexGen smart NoC IP has seen strong customer adoption, ending the year with over 30 production device deployments by 10 different customers;
• In February 2026, we announced NXP’s expanded use of Arteris products across its AI enabled silicon solutions for intelligent vehicles, advanced industrial systems, and consumer electronics. This deployment includes Ncore cache coherent interconnect, FlexNoC non-coherent interconnect, CodaCache last-level cache IP, and Magillem software for SoC integration;
• We announced that Black Sesame is licensing both Ncore and FlexNoC IP for its next-generation of advanced automotive semiconductors;
• Blaize deployed FlexNoC IP for its Blaize AI platform, delivering a programmable, energy-efficient solution spanning edge and cloud-based AI; and
• Arteris became a founding member of the CHASSIS program, an initiative led by Bosch and includes automotive OEMs such as BMW, Renault, and Stellantis, with the goal of creating an open automotive chiplet platform.
   

Non-GAAP gross profit, Non-GAAP gross margin, Non-GAAP operating loss, Non-GAAP net loss, Non-GAAP net loss per share, and free cash flow are Non-GAAP financial measures. Additional information on Arteris’ historic reported results, including a reconciliation of these Non-GAAP financial measures to their most comparable GAAP measures, is included in the financial tables below.

Estimated First Quarter and Full Year 2026 Guidance:

The guidance provided above are forward-looking statements and reflects Arteris' expectations as of today's date. Actual results may differ materially. Refer to the section titled "Forward-Looking Statements" below for information on the factors, among others, that could cause our actual results to differ materially from these forward-looking statements.

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.

Definitions of the other business metrics used in this press release including ACV, confirmed design starts and RPO are included below under the heading “Other Business Metrics.”

Explore NoC IP:

• Smart Network-on-Chip (NoC) IP
• FlexNoC 5 Interconnect IP
• FlexNoC Functional Safety (FuSa) Option helps meet up to ISO 26262 ASIL B and D requirements against random hardware faults.

Financial Tables

To read financial tables, click here

Conference Call

Arteris will host a conference call today on February 12, 2026 to review its fourth quarter and full year 2025 financial results and to discuss its financial outlook.

A live webcast will also be available in the Investor Relations section of Arteris’ website at: https://ir.arteris.com/events-and-presentations

A replay of the webcast will be available in the Investor Relations section of Arteris' website approximately two hours after the conclusion of the call and remain available for approximately 30 calendar days.

About Arteris

Arteris is a leading provider of semiconductor technology that accelerates the creation of high-performance, power-efficient silicon with built-in safety, reliability, and security. Innovative Arteris products are designed to optimize data movement and help ease complexity in the modern AI era with network-on-chip (NoC) interconnect intellectual property (IP), system-on-chip (SoC) software for integration automation and hardware security assurance. All are used by the world’s top technology companies to improve overall performance and engineering productivity, reduce risk, lower costs, and bring cutting-edge designs to market faster. Learn more at arteris.com.