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Dec 31, 2025
Arteris Q4 2025 Earnings Report
Arteris reported strong financial results for the fourth quarter and full year ended December 31, 2025, with record Annual Contract Value plus royalties and significant revenue growth.
Key Takeaways
Arteris, a semiconductor technology provider, announced robust financial results for Q4 2025, achieving a record Annual Contract Value plus royalties of $83.6 million, a 28% year-over-year increase. Revenue grew by 30% to $20.1 million, driven by strong royalty growth and customer adoption of its network-on-chip technology. The company also highlighted strategic acquisitions and expanded customer deployments in AI-enabled silicon solutions.
Annual Contract Value (ACV) plus royalties reached a record $83.6 million, up 28% year-over-year.
Revenue for Q4 2025 was $20.1 million, a 30% increase compared to the same period in 2024.
Non-GAAP operating loss improved to $2.2 million in Q4 2025 from $2.8 million in Q4 2024.
Customers surpassed four billion systems shipped with Arteris System IP, and royalty growth was 50% year-over-year.
Revenue by Segment
Forward Guidance
Arteris provided guidance for Q1 2026 and the full year 2026, anticipating continued growth in ACV plus royalties and revenue, alongside improved non-GAAP operating loss and positive free cash flow.
Positive Outlook
- Q1 2026 ACV plus royalties are projected to be between $85.0 million and $89.0 million.
- FY 2026 ACV plus royalties are projected to be between $100.0 million and $104.0 million.
- Q1 2026 revenue is expected to be between $20.5 million and $21.5 million.
- FY 2026 revenue is expected to be between $89.0 million and $93.0 million.
- FY 2026 non-GAAP operating loss is projected to improve to between $5.0 million and $9.0 million.
Challenges Ahead
- Q1 2026 non-GAAP operating loss is projected to be between $2.5 million and $3.5 million.
- Q1 2026 free cash flow is projected to be between -$1.5 million and $1.5 million.
- The company notes that reconciliation of Non-GAAP guidance to GAAP measures is not available without unreasonable effort due to future expense uncertainties.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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