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Arteris vs Lightpath Technologies: AIP and LPTH compared
Arteris is the larger company: $25.8M of revenue in its latest quarter (Q3 2026) against $21.2M for Lightpath Technologies (Q4 FY26). Lightpath Technologies is growing faster (+73% against +48% a year earlier). Lightpath Technologies is more profitable, with an operating margin of -20.3% against -43.9%.
Where the money goes: AIP and LPTH
Arteris (AIP) · Q3 2026
Arteris, Q3 2026: revenue $25.8M (+48% year over year), operating margin -43.9%, net loss $11.2M, operating cash flow −$1.8M. The chart follows the revenue to costs, profit and cash.
Lightpath Technologies (LPTH) · Q4 FY26
Lightpath Technologies, Q4 FY26: revenue $21.2M (+73% year over year), operating margin -20.3%, net loss $4.1M, operating cash flow −$5.1M. The chart follows the revenue to costs, profit and cash.
| Arteris (AIP) | Lightpath Technologies (LPTH) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q4 FY26 |
| Revenue | $25.8M | $21.2M |
| Revenue growth, Y/Y | +48% | +73% |
| Operating margin | -43.9% | -20.3% |
| Net earnings | −$11.2M | −$4.1M |
| Net margin | -43.3% | -19.6% |
| Operating cash flow | −$1.8M | −$5.1M |
Where the revenue comes from
Arteris
- Licensing, support and maintenance: $22.4M (87%)
- Variable royalties: $2.3M (9%)
- Professional services and other: $1.1M (4%)
Lightpath Technologies
- Assemblies and Modules: $10.4M (49%)
- Infrared Components: $5.8M (27%)
- Visible Components: $4.2M (20%)
- Engineering Services: $777K (4%)
Questions
Which is bigger, Arteris or Lightpath Technologies?
Arteris is the larger company: $25.8M of revenue in its latest quarter (Q3 2026) against $21.2M for Lightpath Technologies (Q4 FY26).
Is Arteris or Lightpath Technologies growing faster?
Lightpath Technologies is growing faster (+73% against +48% a year earlier).
Which is more profitable, Arteris or Lightpath Technologies?
Lightpath Technologies is more profitable, with an operating margin of -20.3% against -43.9%.
More: Arteris earnings · how Arteris makes money · Lightpath Technologies earnings · how Lightpath Technologies makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Nov 5, 2026; 10-K filed Sep 11, 2026). Fiscal quarters can end on different dates. Not investment advice.