Slide 1: 4Q 2025 Earnings Presentation
Arteris 4Q 2025 Earnings Presentation Charlie Janac Nick Hawkins CEO CFO February 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: 4Q Business Highlights (1 of 2)
4Q Business Highlights (1 of 2) In January we closed the acquisition of Cycuity, a leading provider of semiconductor cybersecurity verification solutions. Cycuity’s technology and expertise strengthens Arteris’ product portfolio, enabling chip designers to improve security in IP blocks, chiplets,
Slide 4: Key Arteris Customer and Ecosystem Highlights from Last Quarter
Key Arteris Customer and Ecosystem Highlights from Last Quarter NXP expanded its use of Arteris products Arteris became a founding member of including Ncore, FlexNoC, CodaCache, the CHASSIS program, an initiative and Magillem software across its edge AI- led by Bosch and including OEMs enabled silic
Slide 5: 4Q and FY 2025 Results
4Q and FY 2025 Results Revenue, ACV + Royalties, RPO, Gross Profit 4Q 2024 3Q 2025 4Q’25 4Q 2025 FY 2024 FY’25 FY2025 Guidance Guidance $18.4M - $20.1M $68.8M - $70.6M Revenue $15.5M $17.4M $18.8M (+30% Y/Y) $57.7M $69.2M (+22% Y/Y) ACV + $83.6M $83.6M $65.1M $74.9M $74M - $78M $65.1M $74M - $78M Ro
Slide 6: 4Q and FY 2025 Results
4Q and FY 2025 Results Operating Expenses, Operating Income (Loss) 4Q 2024 3Q 2025 4Q’25 4Q 2025 FY 2024 FY’25 FY2025 Guidance Guidance Non-GAAP*: Non-GAAP*: Non-GAAP*: Non-GAAP*: Non-GAAP*: Operating $20.8M $77.2M $16.9M $19.5M $67.6M N/A (+23% Y/Y) N/A (+14% Y/Y) Expenses GAAP: GAAP: GAAP: GAAP: G
Slide 7: 4Q and FY 2025 Results
4Q and FY 2025 Results Free Cash Flow, Cash 4Q 2024 3Q 2025 4Q’25 4Q 2025 FY 2024 FY’25 FY2025 Guidance Guidance Free Cash $0.2M – $3.0M $2.5M – $5.3M ($2.7M) $2.5M ($1.0M) Flow* $3.2M (+$5.7M Y/Y) $5.5M (+$6.3M Y/Y) Cash, Cash Equivalents & $52.3M $56.2M N/A $59.5M $52.3M N/A $59.5M Investments *No
Slide 8: Guidance
Guidance 1Q 2026 Guidance FY 2026 Guidance ACV + Royalties1 Revenue2 ACV + Royalties3 Revenue4 $85M - $89M $20.5M - $21.5M $100M - $104M $89M - $93M Non-GAAP Op. Free Cash Flow Non-GAAP Op. Free Cash Flow Income Income ($3.5M) – ($2.5M) ($1.5M) – $1.5M ($9M) – ($5M) $5M – $9M 1. 87M at the midpoint,
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: Twelve Months Ending: In $ thousands Dec 31, Sep 30, Dec 31, Dec 31, Dec 31, 2024 2025 2025 2024 2025 Revenue 15,489 17,408 20,137 57,724 70,579 Gross profit 13,914 15,642 18,276 51,762 63,684 Add: Stock-based compensation
Slide 11: Appendix - GAAP To Non-GAAP Reconciliation
Appendix - GAAP To Non-GAAP Reconciliation Operating expenses Three Months Ending: Twelve Months Ending: In $ thousands Dec 31, Sep 30, Dec 31, Dec 31, Dec 31, 2024 2025 2025 2024 2025 Operating expenses 21,016 24,356 26,743 83,358 96,821 Less: Stock-based compensation expense 3,944 4,728 4,399 15,1
Slide 12: Appendix - GAAP To Non-GAAP Reconciliation
Appendix - GAAP To Non-GAAP Reconciliation Operating income (loss) Three Months Ending: Twelve Months Ending: In $ thousands Dec 31, Sep 30, Dec 31, Dec 31, Dec 31, 2024 2025 2025 2024 2025 Operating Income (Loss) (7,102) (8,714) (8,467) (31,596) (33,137) Add: Stock-based compensation expense 4,131
Slide 13: Appendix – Free Cash Flow
Appendix –Free Cash Flow Three Months Ending: Twelve Months Ending: In $ thousands Dec 31, Sep 30, Dec 31, Dec 31, Dec 31, 2024 2025 2025 2024 2025 Net cash (used in) provided by operating (2,631) 3,187 3,170 (720) 6,733 activities Less: Purchase of property and equipment (50) (716) (134) (324) (1,3