Arteris, Inc. (AIP)
NASDAQ:AIP
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.04Last Year’s EPS
-0.11Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call conveyed strong commercial momentum and clear operational progress: record ACV, revenue, accelerated royalties, raised guidance, strategic M&A, and awards. Financially the company remains in transition to profitability with GAAP losses, a negative Q1 free cash flow impacted by acquisition costs, and an early-stage security acquisition integration. Management emphasized discipline on OpEx and provided positive full-year guidance and a path to non-GAAP profitability, leading to a favorable outlook despite near-term variability and leadership transition risk.Company Guidance
Record ACV + Royalties and Revenue Growth
ACV plus royalties reached a record $92.8M, up 39% year-over-year; total Q1 revenue was a record $22.9M, also up 39% year-over-year.
Substantial Royalty Acceleration
Trailing 12-month royalties were $7.9M, up 67% year-over-year and a new record; management noted that Q1 year-over-year royalties were up over 100%, driving stronger recurring revenue.
Strong Contract Backlog and RPO
Remaining performance obligations (RPO) totaled $118M at quarter end, up 33% year-over-year, with just over half expected to be recognized as revenue in the next 12 months.
High Gross Margins
Non-GAAP gross profit was $20.1M with an 87% non-GAAP gross margin (GAAP gross margin 86%), indicating strong software/IP gross economics.
Raised Full-Year Guidance
Management raised full-year 2026 guidance: revenue to $91M–$95M (up $2M from prior guidance, ~32% year-over-year growth at midpoint) and ACV exit to $102M–$106M; non-GAAP operating loss guidance improved by $0.5M.
Positive Cash Position and No Debt
Ended the quarter with $41.9M in cash, cash equivalents and investments and no financial debt; company is free-cash-flow positive on an annual basis (delivered in 2025) and guiding to positive FCF for 2026.
Broad Industry Wins and AI Momentum
Won license deals across enterprise computing (including hyperscalers and HBM memory suppliers), automotive (Renesas R-Car Gen5), communications, aerospace & defense, and noted that two-thirds of customer engagements are for AI chips.
Strategic M&A and Partnerships
Acquired Semifore (chip cybersecurity), announced collaboration with MIPS, and reported promising early commercial and government orders for the security business.
Recognition and Product Traction
FlexGen Smart NoC adoption increasing; new chiplet/multi-die products expected in production in 2026; company ranked #4 in Fast Company's North America Most Innovative Companies (2026) and won a 2026 Stevie Award for technology innovation.
Operating Discipline and Margin Improvement
Non-GAAP operating expense was $22.6M with management committing to limit OpEx growth to 50% of revenue growth; over three years G&A grew at less than one-third the rate of revenue, driving a 31 percentage point improvement in non-GAAP operating margin.
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 |
|---|---|---|---|
May 12, 2026 | $32.43 | $35.55 | +9.62% |
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% |
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 Aug 11, 2026, After Close (Confirmed).
What is Arteris, Inc. (AIP) earnings time?
Arteris, Inc. (AIP) earnings time is at Aug 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is AIP EPS forecast?
AIP EPS forecast for the fiscal quarter 2026 (Q2) is -0.04.