Arteris Reports Strong Q4 & FY25 Results with Record ACV, Positive Free Cash Flow, and Upbeat 2026 Guidance

summarizeSummary

Arteris reported strong Q4 and full year 2025 financial results with significant revenue growth, record ACV and RPO, and positive free cash flow, alongside optimistic 2026 guidance and strategic business developments.

check_boxKey Events

• Strong Q4 & FY25 Financial Performance

  Revenue grew 30% year-over-year in Q4 2025 to $20.1 million and 22% year-over-year for full year 2025 to $70.6 million.

• Record ACV & RPO Achieved

  Annual Contract Value plus royalties reached a record $83.6 million (up 28% year-over-year), and Remaining Performance Obligation hit a record $116.8 million (up 32% year-over-year).

• Positive Free Cash Flow

  The company achieved positive non-GAAP free cash flow of $3.0 million in Q4 2025 and $5.3 million for the full year 2025.

• Optimistic 2026 Guidance

  Projected full year 2026 revenue between $89.0 million and $93.0 million, with non-GAAP operating loss improving to $5.0 million-$9.0 million and free cash flow of $5.0 million-$9.0 million.

auto_awesomeAnalysis

Arteris, Inc. announced robust financial performance for the fourth quarter and full year 2025, highlighted by significant revenue growth, record-high Annual Contract Value (ACV) plus royalties, and positive non-GAAP free cash flow. The company also provided optimistic guidance for 2026, projecting continued revenue growth and further improvements in operating loss and free cash flow. Strategic initiatives, including the recent acquisition of Cycuity and expanded customer adoptions, position Arteris for continued innovation in the AI and semiconductor security markets.