Slide 1: Accelerating The Creation Of Semiconductors
Accelerating The Creation Of Semiconductors Corporate Overview Charlie Janac Nick Hawkins CEO CFO August 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: Our Future is Based on Semiconductors
Our Future is Based on Semiconductors Dramatic expansion of AI workloads in Data Center and the Edge Adoption of New Semi. Supporting Silicon Based Supporting Silicon Based Emerging Technologies Business Creation Businesses Artificial Intelligence Everywhere – But won’t look like today More Processo
Slide 4: Semiconductors Process Data, Store Data and Move Data
Semiconductors Process Data, Store Data and Move Data Arteris Optimizes High Performance, Efficient, Safe and Secure Silicon Data Movement Processors & Logic Data Processing Memory Data Storage System IP Data Movement Optimizing data transport is critical to function, performance & power efficiency
Slide 5: Arteris Optimizes and Secures Data Movement Across Markets
Arteris Optimizes and Secures Data Movement Across Markets Arteris Product Lines Network-on-Chip IP Cache coherent NoC IP Non-coherent NoC IP Data movement options SoC Integration Software IP Block Packaging SoC & Chiplet integration HW-SW integration Cybersecurity Software Static anal
Slide 6: Arteris – Connecting Innovation for Silicon Success
Arteris – Connecting Innovation for Silicon Success Diversified Customer Base SILICON-PROVEN CONNECTING INNOVATIVE Subset of Publicly Disclosed Customers SYSTEM IP INNOVATION TECHNOLOGY 4 billion+ units 975+ SoC design 148 patents and shipped to date 1 starts to date 1 138 patent applications 1 SWIT
Slide 7: The Evolution of AI Bottlenecks
The Evolution of AI Bottlenecks AI scale has shifted the limiting factor 7 © 2026 Arteris, Inc.
Slide 8: Power is a Major Constraint: Heavily Determined by Data Movement
Power is a Major Constraint: Heavily Determined by Data Movement AI infrastructure is increasingly limited by available power, not just available compute 8 © 2026 Arteris, Inc.
Slide 9: The Bottleneck is Shifting
The Bottleneck is Shifting Performance constrained by moving data at the right time, not just generating compute 9 © 2026 Arteris, Inc.
Slide 10: Arteris Expanding Multi-Die Solution to Meet Demand for Chiplets
Arteris Expanding Multi-Die Solution to Meet Demand for Chiplets Challenge: With the rise of AI, computational power requirements are exceeding what is possible through traditional monolithic die designs. Solution: Arteris Multi-Die Solution delivers backbone technology for rapid chiplet-based i
Slide 11: Attacking Hardware Used to Take a Genius – Now it Takes an API Key
Attacking Hardware Used to Take a Genius – Now it Takes an API Key 2018 – to invent SPECTRE 2026 – to rebuild SPECTRE COST ~10 researchers COLLAPSE $1.25 model-usage roughly 7 institutions 10+ years of side-channel < 4 minutes science behind it to recreate the attack Spectre disclosure – arXiv:1801:
Slide 12: Market Driver for Semiconductor Cybersecurity
Market Driver for Semiconductor Cybersecurity Increasing regulations and standards across sectors 1980-1985 Design Rule Signoff: • Ensure chip mask set works as intended Aerospace & Defense Increased national security • 2022 CHIPS Act focus on semiconductor 1990-1995 Timing Signoff: Historically Ado
Slide 13: Securing the Semiconductor Design with Arteris
Securing the Semiconductor Design with Arteris Cycuity technology throughout the design and verification process Product System Ensure secure Products Ensure secure Configuration and Usage System SoC System IP Ensure secure Integration Subsystem Security Ensure secure IP Rules Implementation Subsyst
Slide 14: Key Arteris Customer and Ecosystem Highlights from Last Quarter
Key Arteris Customer and Ecosystem Highlights from Last Quarter Arm expanded its partnership One of the world’s largest with Arteris for Cycuity hardware hyperscale cloud companies security assurance technology; chose to adopt and standardize already in use on selected Arm on Arteris for its infrast
Slide 15: Arteris – Converting Historical Trends Into Focused Business Opportunity
Arteris – Converting Historical Trends Into Focused Business Opportunity Inorganic growth Jan. 2026 – Cycuity Financial Performance Dec. 2022 – Semifore Free cash flow positive – 2025 Nov. 2020 – Magillem Strong Balance sheet, no debt Focus on high growth Customer, geography, Organic pro
Slide 16: Arteris Revenue Growth Strategy
Arteris Revenue Growth Strategy Royalties Anticipated organic AIP license revenue New Generation of high teens/low 20s% CAGR driven of Products by: AI data center, smart edge, physical AI Autonomous Growth in Multi-Die / Chiplet designs Systems Microcontroller (MCU) support Chiplets FlexGe
Slide 17: Financial Overview
Financial Overview Nick Hawkins 17 © 2026 Arteris, Inc.
Slide 18: 2Q 2026 Actuals vs Guidance
2Q 2026 Actuals vs Guidance 2Q 2026 2Q 2026 In $ millions Guidance Results Revenue 23 – 24 24.1 Above top-end of guidance range ACV + Royalties 95 – 99 99.5 Above top-end of guidance range Non-GAAP Operating (3) – (2) (4.6) Below guidance range2 Income (Loss)1 Free Cash Flow1 2–8 8.6 Above top-end o
Slide 19: 2Q 2026 Business Highlights
2Q 2026 Business Highlights 2Q’25 1Q’26 2Q’26 Record-high revenue and ACV+R beating the top end Y/Y $M $M $M of our 2Q guidance ranges Revenue and ACV+R increased over 40% Y/Y Revenue 16.5 22.9 24.1 ▲46% respectively, driven by several large deals in the quarter; new customers as well as expansi
Slide 20: Future Royalty Engine
Future Royalty Engine >60% of design wins waiting to deliver royalty revenue; >45% of customer designs in production still ramping up Royalty Pipeline* Royalty Design Maturity 7% 6% 4% # Designs 19% 64% 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Pre-MP Four + Years Royalties Th
Slide 21: Design Wins Result in Future Royalty Expansion
Design Wins Result in Future Royalty Expansion TTM Variable Royalties $9.0 (excludes audit) $8.0 Automotive $7.0 Aerospace & Defense Consumer Royalties ($ millions) $6.0 Communications $5.0 Enterprise Computing Industrial $4.0 $3.0 $2.0 Auto $1.0 $0.0 2024Q2 2024Q3 2024Q4 2025Q1 2025Q2 2025Q3 2025Q4
Slide 22: Guidance
Guidance 3Q 2026 Guidance FY 2026 Guidance ACV + Royalties1 Revenue2 ACV + Royalties3 Revenue4 $99M - $103M $24M - $25M $102M - $106M $95M - $98M (maintained) (+$3.5M from previous guide) Non-GAAP Op. Non-GAAP Op. Free Cash Flow Income Income ($3M) – ($1M) ($10M) – ($7M) $5M – $9M (-$2M from previou
Slide 23: Key Financial Parameters
Key Financial Parameters Revenue Free Cash Flow Derived from 2 Main Sources Majority of deals paid up License & Support Fully ratable (since 2Q’23) front FCF Leads 2 – 3 year average design term Revenue deferred NGOI Long-term CAGR1:high 10s – low 20s% OpEx as incurred 85% Royalties Lo
Slide 24: Thank you
Thank you Arteris, Inc. All rights reserved worldwide. Arteris, Arteris IP, the Arteris IP logo, and the other Arteris marks found at https://www.arteris.com/trademarks are trademarks or registered trademarks of Arteris, Inc. or its subsidiaries. All other trademarks are the property of their respec
Slide 25: 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 26: Appendix - GAAP To Non-GAAP Reconciliation
Appendix - GAAP To Non-GAAP Reconciliation Operating expenses Three Months Ending: In $ thousands Jun 30, Mar 31, Jun 30, 2025 2026 2026 Operating expenses 23,008 28,986 34,435 Less: Stock-based compensation expense 4,265 5,190 5,963 Amortization of acquired intangible assets 167 636 727 Acquisition
Slide 27: Appendix - GAAP To Non-GAAP Reconciliation
Appendix - GAAP To Non-GAAP Reconciliation Operating income (loss) Three Months Ending: In $ thousands Jun 30, Mar 31, Jun 30, 2025 2026 2026 Operating Income (Loss) (8,248) (9,300) (13,908) Add: Stock-based compensation expense 4,497 5,511 6,347 Amortization of acquired intangible assets 217 686 77
Slide 28: Appendix –Free Cash Flow
Appendix –Free Cash Flow Three Months Ending: In $ thousands Jun 30, Mar 31, Jun 30, 2025 2026 2026 Net cash provided by (used in) operating (2,485) (7,062) 9,210 activities Less: Purchase of property and equipment 355 295 595 Free cash flow (2,840) (7,357) 8,615 28 © 2026 Arteris, Inc.
Slide 29: Appendix - Arteris Business Model
Appendix - Arteris Business Model Arteris customers have delivered 4 Billion+ chips/chiplets based on 975+ SoC projects 6-9 months 12-36 months 7-24 months 3-10 years, depending on segment License/support Semiconductor Semi sells SoCs to OEM OEM Delivers Electronic OEM Systems License Fee/Royalty or
Slide 30: Appendix - License Revenue / ACV / RPO Model
Appendix - License Revenue / ACV / RPO Model Example $3M deal, 36-month license term $3M / 3 Yr 2Q ’27 $1M 1Q ’26 $1M 3Q ’27 $1M 2Q ’26 $1M 1Q ’27 $1M 4Q ’24 $1M 2Q ’25 $1M 3Q ’25 $1M 4Q ‘25 $1M 3Q ’26 $1M 4Q ’26 $1M FY 25 $1M FY 26 $1M 1Q ’25 $1M Deal Signed ACV 12/29/24 FY 25 $1M FY 26 $1M FY 27 $