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Arteris (AIP) earnings and revenue breakdown
Latest: Q3 2026 · 10-Q filed Nov 5, 2026 · Arteris (AIP) Q3 2026 earnings results →
Q3 2026 Revenue up 48% year over year to $25.8M · 43¢ of every $1 of revenue lost · operating margin -43.9%
Arteris made $25.8M in Q3 2026 (+48% Y/Y): Licensing, support and maintenance $22.4M, Variable royalties $2.3M, Professional services and other $1.1M. Operating margin -43.9%, net loss $11.2M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $25.8M in Q3 2026, up 48% year over year and up 7% from the previous quarter. Licensing, support and maintenance was the largest line at 87% of revenue. Licensing, support and maintenance added $6.5M year over year (up 41%), 77% of the total change.
Gross margin was 86.6%, down 3.2 points from Q3 2025. Operating costs exceeded revenue by $11.3M, an operating margin of -43.9%. Operating expenses grew 38% against revenue growth of 48%. The fastest-growing cost line was General & admin (+50%). The quarter ended with a net loss of $11.2M, narrower than the previous quarter's $14.1M loss.
Operating cash flow was −$1.8M. Non-cash charges added back $1.5M of depreciation and amortization and $9.2M of share-based compensation. Working capital and other items used $1.3M. Capital expenditures of $375K exceeded it, leaving free cash flow of −$2.1M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 10-Q | Nov 5, 2026 | $25.8M | +48% | -43.9% | −$11.2M | −$1.8M |
| Q2 2026 | 10-Q | Aug 6, 2026 | $24.1M | +46% | -57.6% | −$14.1M | $9.2M |
| Q1 2026 | 10-Q | May 12, 2026 | $22.9M | +39% | -40.5% | −$8.0M | −$7.1M |
| Q4 2025 | 10-K | Feb 12, 2026 | $20.1M | +30% | -42.0% | −$8.5M | $3.2M |
| Q3 2025 | 10-Q | Nov 4, 2025 | $17.4M | +18% | -50.1% | −$9.0M | $3.2M |
| Q2 2025 | 10-Q | Aug 5, 2025 | $16.5M | +13% | -50.0% | −$9.1M | −$2.5M |
| Q1 2025 | 10-Q | May 13, 2025 | $16.5M | +28% | -46.6% | −$8.1M | $2.9M |
Charts
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About Arteris
We are a leading provider of semiconductor system IP, including interconnect and other intellectual property (collectively, System IP) technology. Our System IP technology manages on-chip communications and IP block deployments by helping to enable the underlying data movement across chiplets, single-die and multi-die System-on-Chip (SoC) semiconductors. Our leading proprietary System IP solutions achieve this by connecting various semiconductor IP blocks such as processors, memory and logic via multiple Network-on-Chips (NoCs) in order for our customers to meet functional design goals as well as performance and power requirements, while addressing design complexity with efficient and lower cost solutions.
In its own words, from its 10-K, filed Feb 12, 2026.
Arteris against its Semiconductors & Related Devices peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +48% against the peers' median +45%. Operating margin: -43.9% against the peers' median 40.1%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| AIP Arteris | Q3 2026 | $25.8M | +48% | -43.9% |
| NVDA NVIDIA | Q2 FY27 | $96.2B | +106% | 66.2% |
| MU Micron Technology | Q4 FY26 | $54.2B | +379% | 80.7% |
| AVGO Broadcom | Q3 FY26 | $29.6B | +86% | 53.9% |
| INTC Intel | Q3 2026 | $16.5B | +21% | 15.3% |
| AMD Advanced Micro Devices | Q3 2026 | $13.4B | +45% | 21.2% |
| AMAT Applied Materials | Q3 FY26 | $9.1B | +25% | 33.7% |
| TXN Texas Instruments | Q3 2026 | $6.1B | +28% | 47.5% |
| ADI Analog Devices | Q3 FY26 | $4.0B | +40% | 40.1% |
Source: Arteris 10-Q on SEC EDGAR · CIK 1667011 · Semiconductors & Related Devices
Guidance and outlook
13F: who owns AIP and who is buying
More on AIP
History
Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results