Slide 1: Arteris 2Q 2026 Earnings Presentation
Arteris 2Q 2026 Earnings Presentation Charlie Janac Nick Hawkins CEO CFO August 6, 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: 2Q Business Highlights
2Q Business Highlights Achieved record-breaking results on multiple fronts: ACV+Royalties of $99.5 million, a 44% Y/Y increase, as well as record revenue, royalties, and RPO backlog Healthy design activity in the second quarter, with customers reporting 21% Y/Y increase in number of design start
Slide 4: 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 5: 2Q 2026 Results: Revenue, ACV + Royalties, RPO, NG Gross Profit
2Q 2026 Results Revenue, ACV + Royalties, RPO, NG Gross Profit 2Q 2025 1Q 2026 2Q 2026 Guidance 2Q 2026 Revenue $16.5M $22.9M $23M - $24M $24.1M (+46% Y/Y) ACV + $99.5M $69.1M $92.8M $95M - $99M Royalties (+44% Y/Y) RPO $99.3M $118M N/A $135M (+36% Y/Y) Non-GAAP: Non-GAAP: Non-GAAP: Gross Profit* $1
Slide 6: 2Q 2026 Results: Operating Expenses, Operating Income (Loss)
2Q 2026 Results Operating Expenses, Operating Income (Loss) 2Q 2025 1Q 2026 2Q 2026 Guidance 2Q 2026 Operating Non-GAAP*: $18.6M Non-GAAP*: $22.6M Non-GAAP*: $25.5M N/A (+37% Y/Y) Expenses GAAP: $23.0M GAAP: $29.0M GAAP: $34.4M Operating Non-GAAP*: ($4.6M) Non-GAAP*: ($3.5M) Non-GAAP*: ($2.5M) Non-G
Slide 7: 2Q 2026 Results: Free Cash Flow, Cash
2Q 2026 Results Free Cash Flow, Cash 2Q 2025 1Q 2026 2Q 2026 Guidance 2Q 2026 Free Cash ($2.8M) ($7.4M) $2M – $8M $8.6M Flow* Cash, Cash Equivalents & $53.9M $41.9M N/A $123M Investments *Non-GAAP measure: See appendix for reconciliation to closest GAAP measure 7 © 2026 Arteris, Inc.
Slide 8: 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 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: GAAP To Non-GAAP Reconciliation: Gross profit
Appendix - GAAP To Non-GAAP Reconciliation Gross profit Three Months Ending: In $ thousands Jun 30, Mar 31, Jun 30, 2025 2026 2026 Revenue 16,502 22,936 24,134 Gross profit 14,760 19,686 20,527 Add: Stock-based compensation expense included 232 321 384 in cost of revenue Amortization of acquired int
Slide 11: GAAP To Non-GAAP Reconciliation: Operating expenses
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 12: GAAP To Non-GAAP Reconciliation: Operating income (loss)
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 13: 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 13 © 2026 Arteris, Inc.