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Arteris (AIP) investor relations material
Arteris Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Achieved record annual contract value plus royalties of $74.9 million, up 24% year-over-year, driven by strong adoption in AI, chiplets, SoCs, enterprise computing, and automotive sectors.
Q3 2025 revenue was $17.4 million, up 18% year-over-year, with major new and expanded licensing agreements and increased royalties.
Expanded customer base and partnerships, including AMD, Altera, Dreamchip, NanoXplore, Alibaba DAMO Academy, and two top global EV OEMs.
Recognized as the most innovative technology company of the year by the International Business Awards.
Confirmed Design Starts increased to 23 in Q3 2025 from 14 in Q3 2024, indicating strong customer engagement.
Financial highlights
Q3 2025 revenue: $17.4 million, up 18% year-over-year; ACV plus royalties: $74.9 million, up 24% year-over-year.
Non-GAAP gross profit was $15.9 million (91% margin); GAAP gross profit was $15.6 million (90% margin).
Non-GAAP operating loss was $3.5 million; GAAP operating loss was $8.7 million.
Net loss for Q3 2025 was $9.0 million ($0.21 per share); Non-GAAP net loss was $3.8 million ($0.09 per share).
Free cash flow was $2.5 million for Q3 2025; cash, equivalents, and investments totaled $56.2 million at quarter-end.
Outlook and guidance
Q4 2025 guidance: ACV plus royalties of $74–$78 million, revenue of $18.4–$18.8 million, non-GAAP operating loss of $2.3–$3.3 million, and free cash flow of $0.2–$3.2 million.
Full-year 2025 guidance: ACV plus royalties of $74–$78 million, revenue of $68.8–$69.2 million, non-GAAP operating loss of $12.5–$13.5 million, and free cash flow of $2.5–$5.5 million.
Guidance raised by $1 million for both ACV plus royalties and revenue.
Management expects continued growth in licensing and royalty revenue, supported by increased design activity and customer adoption.
Cash and investments are expected to be sufficient to meet operational needs for at least the next 12 months.
RPO growth vs. revenue: underlying drivers?
Positive FCF despite rising operating losses: why?
Impact of new AI/chiplet customer wins on market?
Deepen engagement with top 40 tech companies
What factors will drive royalty acceleration by 2028?
How does the AI data center pivot impact product roadmap?
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Q4 202517 Feb, 2026
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Frequently asked questions
Arteris Inc. is a technology company specializing in the development of network-on-chip (NoC) interconnect intellectual property (IP) solutions. These solutions are designed to improve the performance, power efficiency, and scalability of system-on-chip (SoC) semiconductor designs. Arteris' NoC IP is used by semiconductor companies and system developers in industries such as automotive, artificial intelligence, machine learning, and mobile devices to streamline the design process and enhance the functionality of complex chips. The company's technology helps optimize data flow within SoCs, making them more efficient and adaptable for advanced computing applications. The company is headquartered in Campbell, California, and its shares are listed on the NASDAQ.
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