Arteris Announces Financial Results for the Third Quarter and Estimated Fourth Quarter and Updated Full Year 2026 Guidance
Key Highlights
- ➤Q3 revenue $25.8 million, up 48% year-over-year
- ➤ACV plus royalties $103.8 million, up 39% year-over-year
- ➤RPO $135.5 million, up 29% year-over-year
- ➤Q4 revenue guidance $25.7-$26.7 million; FY2026 $98.5-$99.5 million
- ➤Non-GAAP FY2026 operating loss guidance $(9.2)-$(7.2) million
Expert Statements
K. Charles Janac, President and Chief Executive Officer of Arteris
“In the third quarter, Arteris delivered another set of record results, including Annual Contract Value plus royalties of $103.8 million, up 39% year-over-year, and record revenue of $25.8 million, representing an increase of 48%, along with new highs in royalties and Remaining Performance Obligations”
K. Charles Janac, President and Chief Executive Officer of Arteris
“Customer design activity remained strong, driven by continued innovation in AI infrastructure, edge computing, and physical AI applications.”
K. Charles Janac, President and Chief Executive Officer of Arteris
“Notably, one-third of our license wins by dollar value came from top 30 global technology companies, while increasing adoption of multiple products across our portfolio reflects the growing complexity of semiconductor designs and the expanding value of our solutions.”
K. Charles Janac, President and Chief Executive Officer of Arteris
“During the quarter, we also surpassed the milestone of 1,000 confirmed design starts since inception, underscoring the confidence customers place in our technology and global support capabilities.”
K. Charles Janac, President and Chief Executive Officer of Arteris
“As the demand for increasingly sophisticated, high-performance, power-efficient, safe, and secure silicon continues to grow, we believe Arteris remains well positioned to help customers accelerate innovation and bring their next-generation products to market”
CAMPBELL, Calif., Nov. 05, 2026 (GLOBE NEWSWIRE) -- Arteris, Inc. (Nasdaq: AIP), a leading provider of semiconductor technology for accelerating innovation in the AI era, today announced financial results for the third quarter ended September 30, 2026 and provided estimated fourth quarter and updated full year 2026 guidance.
“In the third quarter, Arteris delivered another set of record results, including Annual Contract Value plus royalties of $103.8 million, up 39% year-over-year, and record revenue of $25.8 million, representing an increase of 48%, along with new highs in royalties and Remaining Performance Obligations,” said K. Charles Janac, President and Chief Executive Officer of Arteris. “Customer design activity remained strong, driven by continued innovation in AI infrastructure, edge computing, and physical AI applications. Notably, one-third of our license wins by dollar value came from top 30 global technology companies, while increasing adoption of multiple products across our portfolio reflects the growing complexity of semiconductor designs and the expanding value of our solutions. During the quarter, we also surpassed the milestone of 1,000 confirmed design starts since inception, underscoring the confidence customers place in our technology and global support capabilities. As the demand for increasingly sophisticated, high-performance, power-efficient, safe, and secure silicon continues to grow, we believe Arteris remains well positioned to help customers accelerate innovation and bring their next-generation products to market,” concluded Janac.
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