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Jun 30, 2025
Arteris Q2 2025 Earnings Report
Arteris announced its financial results for the second quarter of 2025, reporting increased revenue and record Annual Contract Value plus royalties and Remaining Performance Obligations, despite an increase in net and operating losses.
Key Takeaways
Arteris delivered a strong second quarter in 2025, with revenue increasing by 13% year-over-year to $16.5 million. The company achieved record Annual Contract Value plus royalties of $69.1 million and a record Remaining Performance Obligation of $99.3 million, indicating robust future business. However, the company reported an increased GAAP operating loss of $8.2 million and a net loss of $9.1 million.
Revenue for Q2 2025 reached $16.5 million, marking a 13% increase year-over-year.
Annual Contract Value (ACV) plus royalties hit a record $69.1 million, up 15% from the previous year.
Remaining Performance Obligation (RPO) also reached a record high of $99.3 million, a 28% increase year-over-year.
Despite revenue growth, the company's GAAP operating loss widened to $8.2 million and net loss increased to $9.1 million.
Revenue by Segment
Forward Guidance
Arteris provided estimated third quarter and updated full year 2025 guidance, projecting continued growth in ACV plus royalties and revenue, alongside a reduction in non-GAAP operating loss and positive free cash flow.
Positive Outlook
- Q3 2025 ACV + royalties are projected to be between $69.5 million and $72.5 million.
- Full Year 2025 ACV + royalties are expected to range from $72.0 million to $78.0 million.
- Q3 2025 revenue is estimated to be between $16.8 million and $17.2 million.
- Full Year 2025 revenue is projected to be between $66.0 million and $70.0 million.
- Q3 2025 non-GAAP operating loss is expected to improve to between $3.0 million and $4.0 million.
Challenges Ahead
- Full Year 2025 non-GAAP operating loss is still projected to be between $10.5 million and $15.5 million.
- The guidance provided is forward-looking and actual results may differ materially.
- A reconciliation of Non-GAAP guidance measures to corresponding GAAP measures is not available on a forward-looking basis without unreasonable effort.
Revenue & Expenses
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Historical Earnings Impact
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Avg. Return Before/After Earnings
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