Arteris, Inc.

NASDAQ•AIP

CEO: Mr. Karel Charles Janac

セクター: Technology

業種: Semiconductors

上場日: 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.

連絡先情報

900 E. Hamilton Avenue, Suite 300, Campbell, CA, 95008, United States

408-470-7300

www.arteris.com

時価総額

$665.19M

PER (TTM)

-18.4

45.8

配当利回り

52週高値

$19.85

52週安値

$5.46

52週レンジ

64%

順位58Top 85.6%

2.3

F-Score

改良版 Piotroski 分析

6年ファンダメンタル

弱い • 2.3 / 9 ポイント

スコアレンジ (0-9)

8-9: 価値が優れている

6-7: 基礎体質が強い

4-5: 全体的に堅調

0-3: パフォーマンスが弱い

データ期間: 2020-2025

財務ダッシュボード

Q4 2025 データ

売上高

$20.14M+0.00%

直近4四半期の推移

EPS

-$0.19+0.00%

直近4四半期の推移

フリーCF

$3.04M+0.00%

直近4四半期の推移

2025 Annual 決算ハイライト

主なハイライト

Revenue Growth Accelerates Total revenue reached $70.58M USD in 2025, marking a strong 22% increase over the prior year period.

Strong Contract Value Annual Contract Value stands at $77.0M USD; total ACV plus royalties reached $83.6M USD as of year-end.

Positive Operating Cash Flow Operating cash flow provided $6.73M USD in 2025, reversing the net cash usage reported in the prior year.

Customer Design Activity Confirmed Design Starts reached 83 in 2025, indicating strong customer activity and future royalty potential.

リスク要因

Continued Net Losses History of net losses continues; 2025 net loss reached $(34.75M) USD, requiring future profitability achievement.

IP Market Acceptance Risk Success hinges on market acceptance; failure to secure initial design wins severely impacts future license revenue streams.

High R&D Investment R&D expenses increased 11% to $49.91M USD, requiring significant investment without guaranteed immediate revenue return.

Geographic Revenue Concentration Asia Pacific revenue concentration at 47.6% exposes the business to geopolitical tensions and trade restrictions.

見通し

Strategic Market Expansion Leverage System IP leadership, focusing growth efforts on high-growth markets like AI, automotive, and aerospace.

Product Portfolio Innovation Continually pursue new IP interconnect, SoC integration automation, and hardware security initiatives for market relevance.

Targeted Acquisition Strategy Continue pursuing selective acquisitions to acquire complementary solutions and accelerate overall product portfolio growth.

同業比較

売上高 (TTM)

BMBL

$965.66M

-9.9%

ICHR

$947.65M

+11.6%

CAN

$529.93M

+96.8%

粗利益率 (最新四半期)

AIP

90.8%

-0.2pp

CRNC

86.3%

+9.9pp

CCSI

80.0%

+0.2pp

主要指標

銘柄コード	時価総額	PER (TTM)	ROE (TTM)	負債比率
AXTI	$2.19B	-102.8	-10.4%	15.1%
ICHR	$1.44B	-27.0	-7.7%	19.7%
POET	$899.99M	-12.1	-119.7%	6.8%

長期トレンド

直近4四半期

売上高

純利益

営業キャッシュフロー

4四半期売上高CAGR

6.8%

安定成長

4四半期純利益CAGR

N/M

収益構造の変化

キャッシュフロー安定性

75%

キャッシュフローの変動が大きい

深度リサーチ

次回決算:2026年4月30日

EPS:-$0.07

売上高:$21.03M

財務データ

決算説明会

財務レポート

ニュース

損益計算書

バランスシート

キャッシュフロー計算書

財務比率

変化率

損益計算書	直近12ヶ月

データなし