logo
Twitter
Discord
Email
logo
Arteris, Inc.

Arteris, Inc.

NASDAQ•AIP
CEO: Mr. Karel Charles Janac
Sector: Technology
Industry: Semiconductors
Listing Date: 2021-10-27
Arteris, Inc. provides semiconductor system intellectual property solutions in the Americas, the Asia Pacific, Europe, and the Middle East. It manages on-chip communications and IP block deployments in System-on-Chip (SoC) semiconductors and systems of chiplets. The company offers Network-on-Chip (NoC) IP Products, such as FlexNoC and FlexWay, a non-coherent NoC IP; Ncore, a cache-coherent NoC IP; and CodaCache, a last-level cache. It also offers SoC integration automation software solutions products that includes Magillem and CSRCompiler, an IP and SoC software. The company serves to automotive, communications, consumer electronics, enterprise computing, and industrial industries. Arteris, Inc. was founded in 2003 and is headquartered in Campbell, California.
Contact Information
900 E. Hamilton Avenue, Suite 300, Campbell, CA, 95008, United States
408-470-7300
www.arteris.com
Market Cap
$695.45M
P/E (TTM)
-19.8
61.2
Dividend Yield
--
52W High
$19.85
52W Low
$5.46
52W Range
73%
Rank65Top 87.9%
2.0
F-Score
Modified Piotroski Analysis
Based on 6-year fundamentals
Weak • 2 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2019-2024

Financial Dashboard

Q3 2025 Data

Revenue

$17.41M+18.32%
4-Quarter Trend

EPS

-$0.21+5.00%
4-Quarter Trend

FCF

$2.47M+126.37%
4-Quarter Trend

2025 Q3 Earnings Highlights

Key Highlights

Nine Month Revenue Growth Total revenue reached $50.44M for nine months ended September 30, 2025, marking a 19% increase over the prior period.
Annual Contract Value Rises Annual Contract Value grew to $69.4M as of September 30, 2025, showing platform adoption expansion progress over $56.4M last year.
Operating Cash Flow Improves Net cash provided by operating activities was $3.56M for nine months ended September 30, 2025, significantly up from $1.91M last year.
Design Starts Activity Increases Confirmed Design Starts reached 23 for the three months ended September 30, 2025, up from 14 in the prior comparable period.

Risk Factors

Persistent Net Losses Incurred Net loss for the quarter reached $(8.99M); accumulated stockholders' deficit widened to $(11.45M) as of September 30, 2025.
Operating Expenses Rising Total operating expenses grew 12% to $70.08M for nine months ended September 30, 2025, driven by increased headcount costs.
Revenue Concentration Risk Revenue heavily relies on customer product success; loss of key licensee or delayed volume production severely impacts royalty income.
Global Regulatory Exposure Significant international revenue exposure subjects operations to geopolitical tensions, trade policy changes, and currency fluctuations.

Outlook

R&D Investment Strategy Expect R&D expenses to increase absolutely in near term; anticipate expense decreasing as percentage of revenue medium to long term.
Backlog Visibility Provided Remaining Performance Obligations stand at $104.7M, providing visibility into future revenue streams over the next 12 months.
Managing Growth Requirements Must effectively manage growth, requiring substantial investment in operational systems and increased legal/accounting compliance costs.
Evaluate Acquisition Opportunities Will continue to evaluate growth opportunities through acquisitions of other businesses to expand technology offerings.

Peer Comparison

Revenue (TTM)

Bumble Inc.BMBL
$1.00B
-7.4%
Ichor Holdings, Ltd.ICHR
$957.34M
+16.9%
Canaan Inc.CAN
$422.43M
+84.0%

Gross Margin (Latest Quarter)

Arteris, Inc.AIP
89.9%
-0.2pp
Cerence Inc.CRNC
72.6%
+8.9pp
Weave Communications, Inc.WEAV
72.3%
+0.3pp

Key Metrics

Symbol
Market Cap
P/E (TTM)
ROE (TTM)
Debt to Assets
DJCO$712.14M7.430.9%5.3%
AIP$695.45M-19.8551.4%4.3%
ICHR$651.58M-16.0-5.9%4.8%

Long-Term Trends

Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
4.0%
Moderate Growth
4Q Net Income CAGR
N/M
Profitability Shift
Cash Flow Stability
50%
Cash Flow Needs Attention

Research & Insights

Next earnings:Feb 17, 2026
|
EPS:-$0.08
|
Revenue:-
Reports
All Years

  • Form 10-Q - Q3 2025

    Period End: Sep 30, 2025|Filed: Nov 4, 2025|
    Revenue: $17.41M+18.3%
    |
    EPS: $-0.21+5.0%
    Miss

  • Form 10-Q - Q2 2025

    Period End: Jun 30, 2025|Filed: Aug 5, 2025|
    Revenue: $16.50M+13.2%
    |
    EPS: $-0.22+0.0%
    Miss

  • Form 10-Q - Q1 2025

    Period End: Mar 31, 2025|Filed: May 13, 2025|
    Revenue: $16.53M+27.7%
    |
    EPS: $-0.20-20.0%
    Miss

  • Form 10-K - FY 2024

    Period End: Dec 31, 2024|Filed: Feb 18, 2025|
    Revenue: $57.72M+7.6%
    |
    EPS: $-0.86+16.5%
    Miss

  • Form 10-Q - Q3 2024

    Period End: Sep 30, 2024|Filed: Nov 5, 2024|
    Revenue: $14.71M+10.8%
    |
    EPS: $-0.20-13.0%
    Miss

  • Form 10-Q - Q2 2024

    Period End: Jun 30, 2024|Filed: Aug 1, 2024|
    Revenue: $14.58M-1.1%
    |
    EPS: $-0.22-15.4%
    Miss

  • Form 10-Q - Q1 2024

    Period End: Mar 31, 2024|Filed: May 2, 2024|
    Revenue: $12.95M-1.6%
    |
    EPS: $-0.25-3.8%
    Miss

  • Form 10-K - FY 2023

    Period End: Dec 31, 2023|Filed: Feb 20, 2024|
    Revenue: $53.67M+6.5%
    |
    EPS: $-1.03-24.1%
    Miss