NASDAQ$AIP

Arteris Inc · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Arteris reported Q4 2025, revenue of $20.1M, net loss of $8.5M.

For Q4 2025, Arteris reported revenue of $20.1M, a net loss of $8.5M. Management discusses segment performance, capital allocation, and outlook in the earnings release.

  • Revenue $20.1M.
  • Net loss $8.5M.
  • Arteris highlights liquidity, operations, and forward priorities.

Headline financials

Total Revenue

$20.1M

Previous: $15.5M+29.8%
EPS (adj)

-$0.05

Previous: -$0.10+50.0%
ACV plus royalties

$83.6M

Previous: $65.3M+28.0%
RPO

$117M

Previous: $88.5M+32.0%
Non-GAAP operating loss

-$2.22M

Previous: -$2.76M+19.5%
Non-GAAP net loss

-$2.26M

Previous: -$3.86M+41.5%
Non-GAAP gross profit

$18.5M

Previous: $14.2M+31.0%
Non-GAAP gross margin

92.0%

Previous: 91.0%+1.1%
Free cash flow

$3.04M

Previous: -$2.68M+213.2%
Net Income

-$8.5M

Previous: -$8.2M-3.6%
Operating Income

-$8.47M

Previous: -$7.1M-19.2%
Gross Profit

$18.3M

Previous: $13.9M+31.3%

Revenue & EPS history

Arteris · Revenue · Quarterly

$20.1M

Q4 2025+29.8%vs Q4 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Arteris · $12.6M total across 2 segments · Q3 2022

  • Licensing, support and maintenance
    $11.1M+36.9%
  • Variable royalties and other
    $1.46M+77.8%

Forward guidance

The release discusses Arteris's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • Arteris cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • GAAP profitability remained under pressure in Q4 2025.
  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

-1.5%

Avg return

Earnings day

-2.0%

Avg return

5 days after

+0.6%

Avg return

30 days after

27%

6 / 22 earnings

Positive

+31.4%

Q1 2024

Best reaction

-25.1%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+9.4%+2.7%+26.6%
Q4 2025-2.0%-3.6%-1.9%
Q3 2025+26.0%+21.3%+42.5%
Q1 2025-10.2%-10.1%-4.9%
Q4 2024-1.5%-8.1%-22.4%
Q3 2024+25.6%+22.7%+31.0%
Q2 2024-8.7%-18.2%+4.8%
Q1 2024+31.4%+41.1%+30.7%
Q4 2023-7.5%-11.2%-1.8%
Q3 2023-25.1%-31.8%-12.4%
Q2 2023+0.1%-1.3%-0.1%
Q1 2023+17.5%+17.0%+77.9%
Q4 2022-16.9%-21.5%-37.7%
Q3 2022-7.4%+9.0%-18.6%
Q2 2022-2.5%-5.8%-17.4%
Q1 2021-3.6%+2.1%-2.0%
Q1 2022-3.6%+2.1%-2.0%
Q2 2021-8.4%-6.1%-3.6%
Q4 2021-8.3%-16.0%-10.9%
Q3 2020-12.1%-10.1%-22.3%
Q4 2020-12.1%-10.1%-22.3%
Q3 2021-13.7%-7.4%-20.1%
Q2 2020
Q1 2020

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