Arteris Inc (NAS:AIP)

Q4 2025 Arteris Inc Earnings Call Transcript

Feb 12, 2026 / 09:30 PM GMT

Release Date Price: $14.92 (-1.19%)

Transcript 10-K8-K

Key Points

Positve

Arteris Inc (AIP) achieved a record annual contract value plus royalties of $83.6 million, marking a 28% year-over-year increase.
The company closed the acquisition of Cycuity, enhancing its product portfolio with semiconductor cybersecurity assurance products.
Arteris Inc (AIP) reported a 30% year-over-year increase in total revenue for the fourth quarter, reaching $20.1 million.
The company has a strong customer retention rate of over 90%, driven by its ability to support large customers across multiple product generations.
Arteris Inc (AIP) ended the year with $59.5 million in cash equivalents and investments, with no financial debt.

Negative

Arteris Inc (AIP) reported a non-GAAP operating loss of $2.2 million for the fourth quarter.
The GAAP operating loss for the fourth quarter was $8.5 million, compared to a loss of $7.1 million in the prior year period.
The acquisition of Cycuity is expected to contribute to a slight loss for the year, with about $1 million in losses anticipated.
The company expects a non-GAAP free cash flow of negative $1.5 million to $1.5 million for the first quarter of 2026.
There was a single royalty pickup in the fourth quarter, which contributed to the 50% variable increase, indicating potential volatility in royalty income.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AIP.OQ - Arteris Inc
Q4 2025 Arteris Inc Earnings Call
Feb 12, 2026 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon everyone and welcome to the R30's 4th quarter and full year 2025 earnings call. Please note this call is being recorded and simultaneously webcast. All material contained in the webcast is sole property and copyright of Arteris Inc. With All Rights reserved.

For opening remarks and introductions, I will now turn the call over to Erica Mannion of Sapphire Investor Relations. Please go ahead.

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Unidentified_2 [2]
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Thank you and good afternoon. With me today from our terrace are Charlie Janek, Chief Executive Officer, and Nick Hawkins, Chief Financial

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