Arteris, Inc. · NASDAQ:AIP
Arteris — Q1 2026 Earnings Presentation
13 slides from Arteris's earnings presentation, May 12, 2026
Slide 1: 1Q 2026 Earnings Presentation
Arteris 1Q 2026 Earnings Presentation Charlie Janac Nick Hawkins CEO CFO May 12, 2026 1 © 2026 Arteris, Inc.
Slide 2: Disclaimer
Disclaimer This presentation and the accompanying oral presentation have been prepared by Arteris, Inc. ("Arteris“ or “the "Company") for informational purposes only and not for any other purpose. Nothing contained in this presentation is, or should be construed as, a recommendation, promise or repr
Slide 3: 1Q Business Highlights
1Q Business Highlights Achieved record ACV+Royalties of $92.8 million, a 39% Y/Y increase, as well as record revenue, record royalties, and record revenue backlog, with over 2/3 of our customer engagements into AI chips Key wins with major market players, including with a leading global hypersca
Slide 4: Key Arteris Customer and Ecosystem Highlights from Last Quarter
Key Arteris Customer and Ecosystem Highlights from Last Quarter MIPS licensed FlexGen smart NoC IP and Magillem SoC integration automation software to accelerate SoC development in MCUs, ADAS, robotics, and embedded computing Renesas licensed FlexNoC interconnect for its R-Car X5H SoC, the most adva
Slide 5: 1Q 2026 Results: Revenue, ACV + Royalties, RPO, NG Gross Profit
1Q 2026 Results Revenue, ACV + Royalties, RPO, NG Gross Profit 1Q 2025 4Q 2025 1Q 2026 Guidance 1Q 2026 Revenue $16.5M $20.1M $20.5M - $21.5M $22.9M (+39% Y/Y) ACV + $92.8M $66.8M $83.6M $85M - $89M Royalties (+39% Y/Y) RPO $88.9M $117M N/A $118M (+33% Y/Y) Non-GAAP: Non-GAAP: Non-GAAP: Gross Profit
Slide 6: 1Q 2026 Results: Operating Expenses, Operating Income (Loss)
1Q 2026 Results Operating Expenses, Operating Income (Loss) 1Q 2025 4Q 2025 1Q 2026 Guidance 1Q 2026 Operating Non-GAAP*: $18.4M Non-GAAP*: $20.8M Non-GAAP*: $22.6M N/A (+23% Y/Y) Expenses GAAP: $22.7M GAAP: $26.7M GAAP: $29.0M Operating Non-GAAP*: ($2.5M) Non-GAAP*: ($3.2M) Non-GAAP*: ($2.2M) Non-G
Slide 7: 1Q 2026 Results: Free Cash Flow, Cash
1Q 2026 Results Free Cash Flow, Cash 1Q 2025 4Q 2025 1Q 2026 Guidance 1Q 2026 Free Cash $2.7M $3.0M ($1.5M) – $1.5M ($7.4M) Flow* Cash, Cash Equivalents & $55.1M $59.5M N/A $41.9M Investments *Non-GAAP measure: See appendix for reconciliation to closest GAAP measure 7 © 2026 Arteris, Inc.
Slide 8: Guidance
Guidance 2Q 2026 Guidance FY 2026 Guidance ACV + Royalties1 Revenue2 ACV + Royalties3 Revenue4 $95M - $99M $23M - $24M $102M - $106M $91M - $95M (+$2M from previous guide) (+$2M from previous guide) Non-GAAP Op. Free Cash Flow Non-GAAP Op. Free Cash Flow Income Income ($3M) – ($2M) $2M – $8M ($8.5M)
Slide 9: Appendix - Non-GAAP Financial Measures
Appendix - Non-GAAP Financial Measures To supplement our financial results, which are prepared and presented in accordance with GAAP, we use certain non-GAAP financial measures, as described below, to understand and evaluate our core performance. These non-GAAP measures, which may be different than
Slide 10: Appendix - GAAP To Non-GAAP Reconciliation
Appendix - GAAP To Non-GAAP Reconciliation Gross profit Three Months Ending: In $ thousands Mar 31, Dec 31, Mar 31, 2025 2025 2026 Revenue 16,532 20,137 22,936 Gross profit 15,006 18,276 19,686 Add: Stock-based compensation expense included 205 212 321 in cost of revenue Amortization of acquired int
Slide 11: Appendix - GAAP To Non-GAAP Reconciliation
Appendix - GAAP To Non-GAAP Reconciliation Operating expenses Three Months Ending: In $ thousands Mar 31, Dec 31, Mar 31, 2025 2025 2026 Operating expenses 22,714 26,743 28,986 Less: Stock-based compensation expense 4,108 4,399 5,190 Amortization of acquired intangible assets 167 140 636 Acquisition
Slide 12: Appendix - GAAP To Non-GAAP Reconciliation
Appendix - GAAP To Non-GAAP Reconciliation Operating income (loss) Three Months Ending: In $ thousands Mar 31, Dec 31, Mar 31, 2025 2025 2026 Operating Income (Loss) (7,708) (8,467) (9,300) Add: Stock-based compensation expense 4,313 4,611 5,511 Amortization of acquired intangible assets 217 190 686
Slide 13: Appendix - Free Cash Flow
Appendix –Free Cash Flow Three Months Ending: In $ thousands Mar 31, Dec 31, Mar 31, 2025 2025 2026 Net cash provided by (used in) operating 2,860 3,170 (7,062) activities Less: Purchase of property and equipment (183) (134) (295) Free cash flow 2,677 3,036 (7,357) 13 © 2026 Arteris, Inc.