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Arteris (AIP)
NASDAQ:AIP
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.07Last Year’s EPS
-0.09Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call delivered a broadly positive operating and commercial update: strong revenue growth (Q4 +30% YoY), record ACV+royalties (+28% YoY), material royalty momentum (+50% YoY), high gross margins (92%), expanding product adoption (FlexNoC, Ncore) and strategic acquisition (Cycuity) that expands addressable market. Offsetting these positives are persistent GAAP losses, continuing non-GAAP losses (albeit improved), a partially one-time royalty boost in Q4, and near-term drag and margin nuance from Cycuity along with some revenue timing risk from RPO recognition and an equity raise that has not fully executed. On balance, the highlights materially outweigh the lowlights given strong top-line momentum, cash generation, improving non-GAAP metrics, and a credible path to profitability guided for 2026.Company Guidance
Revenue Growth and Beat
Q4 revenue of $20.1M, up 16% sequentially and 30% year-over-year, beating the top end of guidance; full-year 2025 revenue $70.6M, up 22% YoY.
Record ACV plus Royalties and RPO
Annual contract value plus royalties (ACV+royalties) reached a record $83.6M, up 28% YoY; remaining performance obligations (RPO) ended Q4 at $117.0M, up 32% YoY.
Strong Royalty Momentum
Variable royalties increased ~50% YoY with Q4 setting a new record; number of large six-figure-plus royalty reporters grew to nine (from one five years ago), broadening royalty base.
High Gross Margins and Improving Operating Leverage
Non-GAAP gross margin at 92% in Q4 and for the full year; non-GAAP operating expense growth (14% YoY) was roughly half the rate of revenue growth, delivering an 8 percentage-point year-over-year improvement in non-GAAP operating margin.
Positive Free Cash Flow and Strong Balance Sheet
Ended 2025 with $59.5M in cash/cash equivalents and no financial debt; free cash flow of +$3.0M in Q4 and +$5.3M for the full year, near the top end of guidance.
Strategic Product Adoption and Ecosystem Wins
FlexNoC licensed for over 30 production device deployments; Ncore and other products adopted by large customers (NXP, AMD, Altera, Blaize, Black Sesame); customers shipped over 4 billion chips/chiplets using company IP.
Cycuity Acquisition Expands TAM
Closed acquisition of Cycuity (Jan 14, 2026) to add semiconductor hardware-security assurance products; management expects Cycuity to contribute approximately $7M revenue to 2026 and to open cross-sell opportunities across existing and new customers.
AIP Earnings History
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 |
|---|---|---|---|
Feb 12, 2026 | $14.92 | $14.62 | -2.01% |
Nov 04, 2025 | $12.32 | $15.53 | +26.06% |
Aug 05, 2025 | $13.00 | $9.88 | -24.00% |
May 13, 2025 | $8.35 | $7.51 | -10.06% |
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 (AIP) report earnings?
Arteris (AIP) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).
What is Arteris (AIP) earnings time?
Arteris (AIP) earnings time is at Apr 30, 2026, 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 2026 (Q1) is -0.07.