earnings
confidence high
sentiment positive
materiality 0.75
Arteris Q4 2025 revenue $20.1M (+30% YoY); ACV+royalties record $83.6M
Arteris, Inc.
2025-FY EPS
reported -$0.82
vs consensus -$0.07
▼ miss
(-1102.3%)
- Q4 revenue $20.1M (+30% YoY); full-year revenue $70.6M (+22% YoY).
- Record ACV+royalties $83.6M (+28% YoY); RPO $116.8M (+32% YoY).
- Q4 GAAP net loss $0.19/shr; Non-GAAP net loss $0.05/shr. Full-year GAAP loss $0.82/shr; Non-GAAP $0.33/shr.
- Royalties grew 50% YoY to $6.6M; positive non-GAAP free cash flow $3.0M in Q4.
- Closed Cycuity acquisition in Jan 2026; NXP expanded use of Arteris IP across AI solutions.