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Arteris (AIP) investor relations material
Arteris Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary5 Aug, 2025
Executive summary
Achieved record annual contract value plus royalties of $69.1M, up 15% year-over-year, and exited the quarter with $99.3M in remaining performance obligations, reflecting strong demand in AI and automotive sectors.
Revenue for Q2 2025 was $16.5M, up 13% year-over-year, driven by new and existing customer license agreements and increased royalty revenue.
Secured major licensing deals with AMD, Renesas, and Whalechip for advanced chiplet and SoC technologies.
Expanded multi-die solutions, launched Magillem Packaging software to automate chiplet and SoC assembly, and received industry recognition for AI innovation.
No deal cancellations or delays occurred despite global economic uncertainty; customers are accelerating outsourcing of system IP needs.
Financial highlights
Q2 2025 revenue: $16.5M, up 13% year-over-year; non-GAAP gross profit: $15.0M (91% margin); GAAP gross profit: $14.8M (89% margin).
Non-GAAP operating loss was $3.5M, flat year-over-year; GAAP operating loss was $8.2M, up from $7.4M last year.
Net loss: $9.1M ($0.22/share); Non-GAAP net loss: $4.4M ($0.11/share).
Free cash flow for Q2: $(2.8)M; cash, cash equivalents, and investments at quarter end: $53.9M.
Operating expenses rose 10–12% year-over-year, mainly due to higher R&D and sales costs.
Outlook and guidance
Q3 2025 guidance: ACV plus royalties of $69.5M–$72.5M, revenue of $16.8M–$17.2M, non-GAAP operating loss of $3M–$4M, and non-GAAP free cash flow of $0.5M–$3.5M.
Full year 2025 guidance: ACV plus royalties to exit at $72M–$78M, revenue of $66M–$78M, non-GAAP operating loss of $10.5M–$15.5M, and non-GAAP free cash flow of $1M–$7M.
Management expects continued growth in ACV and design starts, supported by R&D and global expansion.
Operating expenses running higher than expected due to weaker USD, especially against the euro; guidance assumes current FX rates persist.
Cash and investments expected to be sufficient for operational needs for at least the next 12 months.
How does FlexGen work with AMD's Infinity Fabric?
What factors drive customer outsourcing to Arteris?
What FX rates are assumed in operating loss guidance?
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Q3 20254 Nov, 2025
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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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