The earnings call presented a generally positive outlook with record contract values, a significant partnership with AMD, and strong revenue growth. However, the company reported operating losses and negative free cash flow, partially due to foreign exchange impacts.

Company Guidance

During the Arteris Second Quarter 2025 Earnings Call, the company reported a strong financial performance, with total revenue for the second quarter reaching $16.5 million, marking a 13% increase year-over-year and meeting the upper end of their guidance range. The annual contract value plus royalties hit a record high of $69.1 million, a 15% increase from the previous year. Remaining performance obligations stood at $99.3 million, reflecting a 28% year-over-year rise. Non-GAAP gross profit was $15 million, translating to a 91% gross margin, while GAAP gross profit was $14.8 million, with an 89% gross margin. The company guided for third-quarter revenue between $16.8 million and $17.2 million, with an expected non-GAAP operating loss of $3 million to $4 million. For the full year 2025, Arteris projected revenue ranging from $66 million to $70 million and a non-GAAP operating loss between $10.5 million and $15.5 million. The company highlighted a significant strategic win with AMD, leveraging their FlexGen technology, and noted strong interest from major customers in outsourcing system IP products, despite global economic uncertainties.

Record Annual Contract Value and Royalties

Arteris achieved record annual contract value plus royalties of $69.1 million, highlighting strong performance and demand for their technology.

Significant Increase in Remaining Performance Obligations

The company exited the quarter with $99.3 million in remaining performance obligations, a 28% year-over-year increase.

Key Partnership with AMD

Arteris signed an agreement with AMD to utilize their FlexGen technology, marking a strategic win with a top 10 semiconductor company.

Awards and Recognition

Arteris' FlexGen technology won the AI Engineering Innovation Award at the 8th Annual AI Breakthrough Awards.

Positive Revenue Growth

Total revenue for the second quarter was $16.5 million, up 13% year-over-year, and at the top end of their guidance range.

Arteris (AIP) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

AIP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	-0.09 / -	-0.08	―	―	―
Aug 05, 2025	2025 (Q2)	-0.10 / -0.11	-0.11	0.00% (0.00)
May 13, 2025	2025 (Q1)	-0.12 / -0.09	-0.15	40.00% (+0.06)
Feb 18, 2025	2024 (Q4)	-0.11 / -0.10	-0.18	44.44% (+0.08)
Nov 05, 2024	2024 (Q3)	-0.12 / -0.08	-0.12	33.33% (+0.04)
Aug 01, 2024	2024 (Q2)	-0.14 / -0.11	-0.13	15.38% (+0.02)
May 02, 2024	2024 (Q1)	-0.17 / -0.15	-0.17	11.76% (+0.02)
Feb 20, 2024	2023 (Q4)	-0.20 / -0.18	-0.12	-50.00% (-0.06)	―
Nov 07, 2023	2023 (Q3)	-0.16 / -0.12	-0.13	7.69% (+0.01)	―
Aug 03, 2023	2023 (Q2)	-0.18 / -0.13	-0.07	-85.71% (-0.06)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AIP Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$13.00	$9.88	-24.00%
May 13, 2025	$8.35	$7.51	-10.06%
Feb 18, 2025	$10.14	$9.99	-1.48%
Nov 05, 2024	$7.16	$8.50	+18.72%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Arteris, Inc. (AIP) report earnings?

Arteris, Inc. (AIP) is schdueled to report earning on Nov 11, 2025, After Close (Confirmed).

What is Arteris, Inc. (AIP) earnings time?

Arteris, Inc. (AIP) earnings time is at Nov 11, 2025, After Close (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is AIP EPS forecast?

AIP EPS forecast for the fiscal quarter 2025 (Q3) is -0.09.

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