)
Edge6 Feb 2026
SharkNinja: Viral by Design
How SharkNinja built a repeatable growth engine, turning overlooked appliance categories into global brands through consumer insight and iteration.
Arteris
Arteris (AIP) investor relations material
Arteris Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Achieved record annual contract value plus royalties of $83.6 million in 2025, up 28% year-over-year, driven by growth across enterprise computing, automotive, and consumer electronics, and other verticals.
Customers shipped over 4 billion chips and chiplets using the company's Network-on-Chip IP, fueling royalty revenue.
Closed the acquisition of Cycuity, a semiconductor cybersecurity assurance provider, in January 2026, expanding the product portfolio and market reach.
Strong customer adoption of new and existing products, including FlexGen and Ncore, with major wins in AI, automotive, and edge computing.
Expanded customer and ecosystem partnerships, including NXP, Black Sesame, Blaize, and participation in the CHASSIS automotive chiplet platform.
Financial highlights
Q4 2025 revenue was $20.1 million, up 30% year-over-year; full year 2025 revenue reached $70.6 million, a 22% increase year-over-year.
Non-GAAP gross margin was 92% for both Q4 and the full year; GAAP gross margin was 91% for Q4 and 90% for the year.
Non-GAAP operating loss for 2025 was $12.5 million, a 16% improvement year-over-year.
Non-GAAP net loss for 2025 was $14.1 million ($0.33 per share); GAAP net loss was $34.7 million ($0.82 per share).
Free cash flow was $5.3 million for the year; Q4 2025 free cash flow was $3.0 million.
Outlook and guidance
Q1 2026 guidance: ACV plus royalties of $85–$89 million, revenue of $20.5–$21.5 million, non-GAAP operating loss of $2.5–$3.5 million, and free cash flow between -$1.5 million and $1.5 million.
Full year 2026 guidance: ACV plus royalties to exit at $100–$104 million, revenue of $89–$93 million (including ~$7 million from Cycuity), non-GAAP operating loss of $5–$9 million, and free cash flow of $5–$9 million.
Expect to achieve non-GAAP operating profit for a period as early as Q4 2026.
How does Cycuity enhance chiplet security?
What drives RPO beyond 2026 revenue recognition?
How does CHASSIS program advance automotive chiplets?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Arteris earnings date
Q1 202612 May, 2026
Arteris
Next Arteris earnings date
Q1 202612 May, 2026
The essential earnings season companion
The #1 app for qualitative research. Live earnings calls, AI chat, transcripts, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
)
)
Frequently asked questions
Arteris Inc. is a technology company specializing in the development of network-on-chip (NoC) interconnect intellectual property (IP) solutions. These solutions are designed to improve the performance, power efficiency, and scalability of system-on-chip (SoC) semiconductor designs. Arteris' NoC IP is used by semiconductor companies and system developers in industries such as automotive, artificial intelligence, machine learning, and mobile devices to streamline the design process and enhance the functionality of complex chips. The company's technology helps optimize data flow within SoCs, making them more efficient and adaptable for advanced computing applications. The company is headquartered in Campbell, California, and its shares are listed on the NASDAQ.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage