Earnings Releases·Nov 5, 2026, 4:13 PM ET

Arteris — Third Quarter 2026 Earnings Summary

Revenue grew 48% year-over-year to $25.8 million, while trailing-twelve-months variable royalties surged 71% to $9.4 million; Non-GAAP operating loss narrowed significantly to $1.2 million from $3.5 million in the prior year period.
Full Year 2026 revenue guidance is set at $98.5 million to $99.5 million, with Non-GAAP operating loss guidance revised to a range of $7.2 million to $9.2 million and free cash flow projected between $5.0 million and $9.0 million.
Strategic momentum is highlighted by over 1,000 confirmed design starts, major license agreements with a top US hyperscaler and a leading automotive OEM, and the expansion of chiplet solutions for AI and HPC workloads.
The company completed the acquisition of Cycuity, incurring $2.9 million in costs and increasing goodwill to $35.2 million, while raising $72.0 million through an at-the-market stock offering to bolster cash reserves to $71.0 million.