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GlobeNewswire·

Arteris Announces Financial Results for the Third Quarter and Estimated Fourth Quarter and Updated Full Year 2026 Guidance

  • Arteris, Inc. reported third quarter 2026 financial results with revenue of $25.8 million, a 48% year-over-year increase.
  • Annual Contract Value plus royalties reached $103.8 million, up 39% year-over-year.
  • Trailing-twelve-months variable royalties rose 71% year-over-year to $9.4 million.
  • Remaining Performance Obligations (RPO) increased 29% year-over-year to $135.5 million.
  • The company surpassed 1,000 confirmed design starts since inception.
  • One-third of license wins by dollar value were secured from the top 30 global technology companies.
  • GAAP operating loss was $11.3 million, compared to $8.7 million in the third quarter of 2025.
  • Non-GAAP operating loss narrowed to $1.2 million, compared to a $3.5 million loss in the third quarter of 2025.
  • Net loss was $11.2 million ($0.23 per share), while Non-GAAP net loss was $1.1 million ($0.02 per share).
  • Arteris expanded its chiplet & multi-die solutions with FlexGen Multi-Die and Ncore Multi-Die products to support agentic AI workflows.
  • Major license deals were signed with a top US hyperscaler, two market-leading semiconductor companies, and a leading automotive OEM.
  • The company announced an expansion of semiconductor cybersecurity assurance through the Trusted & Assured Microelectronics program with BAE Systems & SiFive.
  • Estimated fourth quarter 2026 revenue guidance is set between $25.7 million & $26.7 million.
  • Updated full year 2026 revenue guidance is projected between $98.5 million & $99.5 million.
  • Estimated full year 2026 Non-GAAP operating loss guidance ranges from $(9.2) million to $(7.2) million.
  • Estimated full year 2026 free cash flow guidance is between $5.0 million & $9.0 million.
  • Arteris will host a conference call on November 5, 2026, at 4:30 PM ET to discuss the results & outlook.
Company
Arteris, Inc.
Keywords
Nasdaq:AIP, Arteris, Inc.