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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Arteris
Arteris (AIP) investor relations material
Arteris Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary6 Aug, 2026
Executive summary
Achieved record annual contract value plus royalties of $99.5 million, up 44% year-over-year, with record revenue, royalties, and RPO backlog for Q2 2026.
Q2 2026 revenue was $24.1 million, up 46% year-over-year, driven by new customers, expanded license arrangements, and the Cycuity acquisition.
Customer design activity increased 21% year-over-year, driven by demand for AI, HPC, and enterprise computing chips.
Major wins included a hyperscale cloud company standardizing on Arteris, a top U.S. semiconductor design house adopting Arteris for chiplet and multi-die chips, and expanded partnerships with Arm, Li Auto, and SiEngine.
Completed $72 million ATM fundraising to support investment in IP products, customer support, and acquisitions; announced Saurabh Sinha as new CFO, effective September 8, 2026.
Financial highlights
Q2 2026 revenue was $24.1 million, up 46% year-over-year, exceeding guidance.
Trailing 12-month royalties reached $8.6 million, up 65% year-over-year.
ACV plus royalties at quarter-end was $99.5 million, up 44% year-over-year.
RPO at quarter-end was $135 million, with over half expected to be recognized as revenue in the next 12 months.
Non-GAAP gross profit was $21 million (87% margin); GAAP gross profit was $20.5 million (85% margin).
Non-GAAP operating loss was $4.6 million; GAAP operating loss was $13.9 million.
Non-GAAP net loss was $4.7 million ($0.10/share); GAAP net loss was $14.1 million ($0.30/share).
Ended Q2 with $123 million in cash equivalents and investments, no debt.
Positive free cash flow of $8.6 million in Q2; trailing 12-month free cash flow was $6.8 million.
Outlook and guidance
Q3 2026 guidance: ACV plus royalties $99–$103 million, revenue $24–$25 million, non-GAAP operating loss $1–$3 million.
Full-year 2026 guidance: ACV plus royalties $102–$106 million, revenue $95–$98 million (37% year-over-year growth at midpoint), non-GAAP operating loss $7–$10 million, non-GAAP free cash flow $5–$9 million.
Expecting non-GAAP operating profit as early as Q4 2026.
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Latest events from Arteris
- Record revenue and strong royalty pipeline driven by AI, chiplets, and secure data movement.AIP
Investor presentation - Strong growth, expanding into microcontrollers and chiplets, aiming for $100M revenue in 3 years.AIP27th Annual Needham Growth Conference
- Strong innovation, diversified royalties, and $105M RPO drive growth and positive cash flow.AIP28th Annual Needham Growth Conference Virtual
- AI, chiplets, and security drive growth as system IP targets $250M revenue by 2030.AIPTD Cowen's 54th Annual Technology, Media & Telecom Conference
- Record revenue and royalty growth driven by AI, chiplet innovation, and major customer wins.AIPCorporate presentation
- Record revenue and ACV growth driven by AI, with FY 2026 outlook and profitability raised.AIPQ1 2026
- Shareholders to vote on director elections and auditor ratification, with strong governance and compliance highlighted.AIPProxy filing
- Chip complexity, chiplets, and AI adoption are fueling growth, with profitability expected by mid-2026.AIPRosenblatt’s 5th Annual Technology Summit - The Age of AI 2025
- Record ACV and revenue growth, new products, and customer wins drive momentum for 2025.AIPQ4 2024
Next Arteris earnings date
Q3 20265 Nov, 2026
Arteris
Next Arteris earnings date
Q3 20265 Nov, 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.