Arteris Inc (NAS:AIP)

Q1 2026 Arteris Inc Earnings Call Transcript

May 12, 2026 / 08:30 PM GMT

Release Date Price: $32.43 (-2.11%)

Transcript 10-Q8-K

Key Points

Positve

Arteris Inc (AIP) achieved a record annual contract value plus royalties of $92.8 million, marking a 39% year-on-year increase.
The company reported record revenue and royalties, with a 67% year-over-year increase in royalty streams.
Arteris Inc (AIP) expanded its customer base with new license deals across multiple sectors, including enterprise computing, automotive, and aerospace.
The acquisition of Cycuity, a leading chip cybersecurity company, broadens Arteris Inc (AIP)'s system IP portfolio and enhances its cybersecurity offerings.
Arteris Inc (AIP) was recognized as one of Fast Company's most innovative companies of 2026 and won a Stevie Award for Technology Innovation of the Year.

Negative

Despite strong revenue growth, Arteris Inc (AIP) reported a GAAP operating loss of $9.3 million for the first quarter.
The company's free cash flow was negative $7.4 million in the first quarter, partly due to acquisition-related expenses.
Arteris Inc (AIP) will no longer provide quarterly free cash flow guidance, which may reduce transparency for investors.
The transition to profitability is still in progress, with non-GAAP profitability expected towards the end of the year.
The retirement of CFO Nick Hawkins could lead to transitional challenges, despite plans for an orderly transition.

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

AIP.OQ - Arteris Inc
Q1 2026 Arteris Inc Earnings Call
May 12, 2026 / 08:30PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon, everyone, and welcome to the Arteries First Quarter 3,026 Earnings Call.

Please note that this call is being recorded and simultaneously webcast.

All material contained in the webcast is the sole property and copyright of Arteries, with all rights reserved.

For opening remarks and introductions, I will now turn the call over to Erica Manion at Sapphire Investor Relations.

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Unidentified_2 [2]
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Please go ahead.

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Unidentified_3 [3]
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