Arteris, Inc.

The grade, in three tenses

Headline 5.4 out of ten, 7 of 9 metrics filed and 2 estimated: past 5.1 out of ten, present 4.6 out of ten, future 6.7 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.

The nine metrics

• Surviving crises (past): 4.6 out of ten. 1 warning event since 2017; the latest 2023-03-28. 46th percentile among 99 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Track record (past): 6.8 out of ten. +17.3% a year over 6 filed years; profitable in 0 of 6. 68th percentile among 93 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Shareholder treatment (past): 2.6 out of ten. CrossAssetData estimate 2.6/10, confidence 35 of 100 (one part). 26th percentile among 94 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
• Financial health (present): 4.3 out of ten. Leverage 113%: owes 113¢ per asset dollar. 43rd percentile among 95 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Industry position (present): 3.8 out of ten. bottom 37% of 97 in its family; net margin -49.2%. 37th percentile among 97 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Leadership (present): 6.6 out of ten. CrossAssetData estimate 6.6/10, confidence 35 of 100 (one part). 66th percentile among 79 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
• Room to expand (future): 8.0 out of ten. top 20% of 94 in its family for room to expand. 80th percentile among 94 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Growth drivers (future): 5.6 out of ten. top 44% of 93 in its family for growth drivers. 56th percentile among 93 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
• Expectations vs reality (future): 5.8 out of ten. top 42% of 88 in its family for expectations against reality. 58th percentile among 88 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).

The filing record

Newest annual report: Form 10-K filed 2026-02-12 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-06 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-06 (on EDGAR). Newest filing: Form 4, 2026-10-06. Filings on record since 2016. Read from EDGAR 2026-10-12.

How the company works

Read from its Form 10-K filed 2026-02-12.

The people

K. Charles Janac has been president and chief executive of Arteris since May 2005, a director since July 2005 and chairman since August 2007. He came from chip design software and chip equipment: marketing and sales at Cadence Design Systems from 1983 to 1992, then Smart Machines, a maker of semiconductor automation equipment that he founded and sold to Brooks Automation in 1999, then Nanomix, a nanotechnology start-up he ran from 2001 to 2003. Through Bayview Legacy, a company he manages, he beneficially owned 20.0% of the shares in April 2026. [1, 2, 3, 4, 5]

Laurent Moll has run engineering as chief operating officer since March 2021. He was Arteris's own chief technical officer from July 2011 to October 2013, then worked at Qualcomm until 2021, latterly as vice president of engineering, and before all that at NVIDIA from 2008 to 2011; he is a named inventor on more than 60 US patents. Paul Alpern has been chief legal officer since August 2019, after serving as general counsel of Wave Computing, an AI processor company. Nicholas Hawkins has been chief financial officer since November 2019, after serving as finance chief of Corsair Gaming, a maker of gaming hardware, from 2008 to 2019. The company announced in May 2026 that he would retire on September 7, 2026, staying on as a transitional advisor until August 31, 2027; on the record this site holds, Saurabh Sinha first filed as chief financial officer in September 2026. [6, 7, 8, 9, 10, 11, 12, 13]

The board leans on the chip licensing trade. Joachim Kunkel, a director since September 2024, spent three decades at Synopsys, where he ran its intellectual property business. Antonio Viana, since October 2016, held senior posts at ARM Holdings from 1998 to 2005 and 2008 to 2015, among them president. S. Atiq Raza, since January 2014, was president and chief operating officer of AMD from 1996 to 1999. Wayne Cantwell, the lead independent director and on the board since January 2014, once ran two semiconductor licensing companies, inSilicon from 1999 to 2001 and SOISIC from 2003 to 2004. [14, 15, 16, 17, 18, 19, 20]

At the end of 2025 Arteris counted 299 employees: 170 in research and development, 81 in sales and marketing and 48 in administration. Half of them, 150 people, worked in France, against 96 in the United States, 21 in China, 12 in Poland, eight in South Korea, six in Japan and six elsewhere. The engineers split 112 on interconnect IP and 58 on the integration software, and 55 corporate and field application engineers help customers put the designs into their chips. None belongs to a union, though the staff in France work under a collective bargaining agreement. By June 30, 2026, after the Cycuity purchase, the count was 364. [21, 22, 23, 24, 25, 26]

How it operates

Arteris sells designs, not chips. Its product is what it calls system IP: licensed building blocks and software that move data inside a system-on-chip (SoC), a chip that puts processors, memory and other functions on one piece of silicon. Its core is the network-on-chip (NoC), which turns the traffic between those blocks into packets, much as the internet links many computers at once. The lines are FlexGen, FlexNoC and FlexWay, its non-coherent interconnects; Ncore, a cache-coherent interconnect that keeps copies of shared data in step across processors; CodaCache, a last-level cache; the integration software that came with its Magillem and Semifore purchases (Magillem Connectivity, Magillem Registers and CSRCompiler); and, since 2026, the Cycuity Radix tools that check a chip design for security weaknesses. It estimates its interconnects have gone into over four billion production SoCs since its start. [27, 28, 29, 30, 31, 32, 33, 34]

It makes money two ways. It sells licenses, typically running two to three years, that let a customer design a set number of chips with its IP and use its configuration software, with support from its application engineers bundled in. Then, once those chips ship, it collects royalties, either a percentage of the customer's sales or a fee per unit. The road is long: winning a customer takes two to nine months, a chip design one to three years, and shipping starts one to five years after the design is done; royalties can then run for seven years or longer. At the end of 2025 its annual contract value, the yearly fixed fees under its agreements, stood at 77.0 million dollars, 83.6 million with royalties, and contracted revenue not yet booked came to 116.8 million, up from 88.4 million a year earlier. [35, 36, 37, 38, 39]

It licenses to chip makers, device makers (OEMs), hyperscale system companies (the largest cloud operators), chip design houses and other electronics makers. Cars have been a focus since its start, it says, and there it names Mobileye, Renesas, Socionext, NXP, BMW and Bosch among its customer relationships. One customer, which the filing calls Customer C, took 13% of 2025 revenue, down from 15%, and customer retention has averaged about 90%. By customer location the United States brought in 28.0 million dollars, 39.7% of revenue, China 17.3 million or 24.5%, down from 29.2% in 2024, South Korea 12.1%, Other Asia 11.0% and Europe and the Middle East 10.9%. [40, 41, 42, 43, 44, 45]

Arteris has its offices in Campbell, California and was incorporated in Delaware in April 2004. It keeps sales offices, staff or representatives in the United States, China, France, South Korea, Japan and Israel, and develops products in the United States, France, Poland and other countries, partly because the country of origin can ease licensing under export rules. What customers get is IP and configuration tools that generate the hardware description code for their own chips, locked by license keys that limit how long the tools may be used, plus support from architecture reviews through tape-out, the handoff of a finished design to the factory. [46, 47, 48, 49, 50, 51]

The specifics

Arteris was founded in 2003 and says it pioneered the network-on-chip, licensing it since 2006; FlexNoC and FlexWay began shipping in 2011 and Ncore in 2016. In October 2013 it sold FlexNoC assets and intellectual property to Qualcomm, keeping a perpetual, non-exclusive right to go on licensing FlexNoC products. Qualcomm may cancel its license to a FlexNoC development environment if Arteris changes control, which the filing says could effectively stop it from improving FlexNoC. It built up its integration software by buying Magillem in 2020 and Semifore in 2022, and on January 14, 2026 it moved into hardware security by buying Cycuity, for up to 45.0 million dollars: 13.5 million in cash, 19.5 million in shares and up to 12.0 million more in shares if Cycuity meets its 2026 booking milestones. [52, 53, 32, 54, 55, 56, 57, 58, 34]

It protects the technology with patents, trade secrets and contracts: 115 allowed or issued patents at the end of 2025, 88 of them in the United States and 10 in China, expiring between 2035 and 2043, with 146 applications pending. Its interconnect is designed to the highest automotive safety level, ASIL D under the ISO 26262 standard. Once a design is in a customer's chip, switching carries real cost, above all in cars and industry, where a new interconnect may mean certifying the product's functional safety all over again. [59, 60, 61, 62, 63]

Its main rival is the customer's own engineering: many of the largest chip companies build their interconnects in house. Among outside vendors it names Arm and Cadence, plus several smaller companies. Arm is at once a competitor and a partner: Arteris integrates Arm processors and works with it on car chips, and it builds connections to the designs of SiFive, MIPS, Synopsys, Cadence, Semidynamics, Andes, Codasip and other RISC-V vendors, presenting itself as a neutral party. Management reckons a newcomer would need three to four years to build a mature product, two to four more to develop the market and five to seven to build a customer base that pays royalties. [64, 65, 66, 67, 68]

Export rules reach its designs: some products fall under the Commerce Department's Export Administration Regulations and Treasury sanctions, others under French export controls. The filing says its products and technology have in the past been provided inadvertently in violation of those laws, and it has taken remedial steps around a voluntary self-disclosure it submitted to BIS, the Commerce Department's export regulator. Since the rules of October 7, 2022 on China's advanced chip industries, its ability to license to certain AI and supercomputer design companies there has been limited. In February 2022 it also took a stake in Transchip Technology (Nanjing), paying mostly with a license to its interconnect technology valued at 11.6 million dollars; at the end of 2025 it held 35.0% on a fully diluted basis, and the filing says Transchip's ability to keep operating depends on raising more capital. [69, 70, 71, 72, 73, 74, 75, 76]

What drives growth, line by line

Revenue rose 22.3% in 2025 to 70.6 million dollars, the fastest growth since 2022, yet the company still lost 33.1 million dollars from operations; research and development alone cost 49.9 million, 71% of revenue. [77, 78]

License and Maintenance. The main line: 63.9 million dollars, 90.5% of 2025 revenue, up 20.9%. These are the fees for multi-year design licenses and the support that comes with them, and the filing credits new license arrangements with existing customers and the addition of new customers. [45, 79]

Royalty. 6.6 million dollars, 9.3% of revenue and the fastest-growing line, up 49.7%: certain existing customers sold more products carrying Arteris designs, and a royalty audit added 0.3 million. The count of confirmed design starts, new chips begun with its interconnect, which the company treats as a sign of future royalties, rose to 83 in 2025 from 76 in 2024. [45, 80, 81]

Service Other. The smallest line, 124.0 thousand dollars, 0.2% of revenue, down 75.4%, because professional services booked in 2024 did not repeat in 2025. [45, 82]

The quarterly report for the first half of 2026 shows revenue up 42% on the same half of 2025, with licensing up 32% and royalties up 79%. It credits new customers, new licenses with existing ones and the security verification products that came with Cycuity, and a new stream of professional services: hardware security verification work under contract with the U.S. government, much of it delivered by subcontractors. Customer C fell below a tenth of revenue in the half. [83, 84, 85, 86]

What comes next, in the company's own words: it expects further net losses in the short term as it invests in the business, and it plans to introduce at least one new interconnect or integration software product every year, alongside several enhancement releases a year. [87, 88]

What the desk infers (inferred, not filed)

• Arteris is headquartered in California, but most of its engineering is most likely done in France, so a large part of its costs is in euros while many of its sales are in dollars. Because: 150 of its 299 employees worked in France and 96 in the United States, while research and development alone employed 170. [21, 22] Its research costs rose in 2025 partly because the dollar weakened against the euro, and research tax credits of 0.9 million dollars granted to its French subsidiary offset part of the rise. [89] Some of its products fall under French export controls, and the FlexNoC business it sold in 2013 went in part to Qualcomm France. [69, 53] Many of its sales outside the United States are denominated in US dollars. [90] Confidence 70 of 100. Wrong if: A filing showing that most of Arteris's research and development staff work outside France, or that most of its operating costs are paid in dollars.
• Customer C, the one customer above a tenth of 2025 revenue, is most likely located in the United States or China, since no other region brought in as much revenue as that one customer did. Because: Customer C took 13% of 2025 revenue and was the only customer above a tenth. [42, 91] The filing sorts revenue by customer location. [92] Only the United States, at 39.7%, and China, at 24.5%, brought in more than Customer C's 13%; South Korea at 12.1%, Other Asia at 11.0%, Europe and the Middle East at 10.9% and Other Americas at 1.8% each brought in less. [45, 42] Confidence 65 of 100. Wrong if: A filing naming Customer C as a company whose purchases are booked in South Korea, Japan, Europe or another region outside the United States and China, or showing one customer's revenue split across regions.
• Arteris bills much of its license money ahead of the revenue it books, so its cash runs ahead of its accounts: operating cash turned positive in 2025 while the net loss grew. Because: Its licenses typically run two to three years, with support over the term. [35] Operating cash came to 6.7 million dollars against a net loss of 34.7 million, helped by a 19.7 million dollar rise in deferred revenue, money billed but not yet booked, and 18.4 million of pay in stock. [93, 94] Contracted revenue not yet booked rose to 116.8 million dollars from 88.4 million. [39] The net loss was 34.7 million dollars in 2025 against 33.6 million in 2024. [77] Confidence 75 of 100. Wrong if: A year in which deferred revenue falls while license revenue rises, showing billing has moved behind the revenue rather than ahead of it.
• Laurent Moll, now chief operating officer, most likely moved to Qualcomm as part of its October 2013 purchase of the FlexNoC technology and came back in 2021, so the man who was Arteris's technology chief when it sold FlexNoC now runs its engineering. Because: Moll was chief technical officer of Arteris from July 2011 to October 2013. [6] He worked at Qualcomm from October 2013 to March 2021, when he became Arteris's head of engineering and chief operating officer. [6] The agreement selling FlexNoC assets and intellectual property to Qualcomm is dated October 9, 2013. [53] Confidence 70 of 100. Wrong if: A filing or biography showing Moll joined Qualcomm in a role unconnected to the FlexNoC assets it bought from Arteris.

Sources

1. Arteris, Inc., Form DEF 14A filed 2026-04-21: “K. Charles Janac has served as our President and Chief Executive Officer since May 2005, where he is responsible for growing a global market position for the company that is pioneering the concept of NoC technology. Mr. Janac has served on our Board since July 2005 and has served as Chairman of our Board since August 2007.”
2. Arteris, Inc., Form DEF 14A filed 2026-04-21: “Mr. Janac formed Smart Machines, a manufacturer of semiconductor automation equipment, in October 1992 and served as President and Chief Executive Officer from 1993 to 1999. Mr. Janac sold it to Brooks Automation, a semiconductor manufacturing company, in May 1999. In the first decade of his career, Mr. Janac held various marketing and sales positions at Cadence Design Systems, a public computer software company, from 1983 to 1992”
3. Arteris, Inc., Form DEF 14A filed 2026-04-21: “From September 2001 to January 2003, Mr. Janac served as President and Chief Executive Officer of Nanomix, helping build the start-up nano-technology company.”
4. Arteris, Inc., Form DEF 14A filed 2026-04-21: “K. Charles Janac(3) 9,178,358 31,250 9,209,608 20.0”
5. Arteris, Inc., Form DEF 14A filed 2026-04-21: “K. Charles Janac, our President, Chief Executive Officer and a member of our Board, is the manager of Bayview, and has shared dispositive power over the shares of our common stock owned by Bayview.”
6. Arteris, Inc., Form DEF 14A filed 2026-04-21: “Laurent R. Moll has served as our EVP Engineering and Chief Operating Officer since March 2021. Previously, from October 2013 to March 2021, Dr. Moll worked for Qualcomm, Inc., a publicly traded provider of intellectual property, semiconductors, software, and services related to wireless technology, including as Vice President Engineering from November 2017 to March 2021. Prior to that, Dr. Moll served as Chief Technical Officer of Arteris from July 2011 to October 2013.”
7. Arteris, Inc., Form DEF 14A filed 2026-04-21: “Before that, from 2008 to 2011, Dr. Moll served as Senior Architecture Manager at NVIDIA Corporation”
8. Arteris, Inc., Form DEF 14A filed 2026-04-21: “Dr. Moll is a named inventor on more than 60 US patents.”
9. Arteris, Inc., Form DEF 14A filed 2026-04-21: “Paul L. Alpern has served as our EVP, Chief Legal Officer and Corporate Secretary since August 2019, and EVP and General Counsel since June 2024. Previously, from July 2017 to August 2019, Mr. Alpern served as Vice President and General Counsel of Wave Computing, Inc., an artificial intelligence processor technology company.”
10. Arteris, Inc., Form DEF 14A filed 2026-04-21: “Nicholas B. Hawkins has served as our Executive Vice President (“EVP”) and Chief Financial Officer since November 2019. Previously, from January 2008 to November 2019, Mr. Hawkins served as Chief Financial Officer of Corsair Gaming, Inc., a publicly traded provider of hardware devices for the computer gaming industry.”
11. Arteris, Inc., Form 10-Q filed 2026-08-06: “In May 2026, we announced the expected retirement of our Chief Financial Officer, Nicholas B. Hawkins. We anticipate Mr. Hawkins will retire on September 7, 2026. The departure is voluntary and not the result of any disagreement with the Company on any matter relating to the Company's operations, policies, or practices.”
12. Arteris, Inc., Form 10-Q filed 2026-08-06: “Pursuant to the Separation Agreement, beginning the Employment Departure Date, and ending on August 31, 2027 (the Consulting Period), Mr. Hawkins will serve as a transitional advisor to the Company”
13. The record on this page: the officers and directors who file Forms 3, 4 and 5 (the SEC's insider data sets)
14. Arteris, Inc., Form DEF 14A filed 2026-04-21: “Joachim Kunkel has served as a member of our Board since September 2024. Mr. Kunkel is an industry leader with three decades of experience at Synopsys, Inc., a publicly-traded software company, where he most recently served as the General Manager of Synopsys’ Intellectual Property (IP) business unit.”
15. Arteris, Inc., Form DEF 14A filed 2026-04-21: “Antonio J. Viana has served as a member of our Board since October 2016.”
16. Arteris, Inc., Form DEF 14A filed 2026-04-21: “Prior to that, Mr. Viana served in a number of senior leadership positions at ARM Holdings from 1998 to 2005 and from 2008 to 2015, most notably as President and Executive VP of Commercial and Global Development, Executive VP of Worldwide Sales and Global Director of the ARM Foundry Program.”
17. Arteris, Inc., Form DEF 14A filed 2026-04-21: “S. Atiq Raza has served as a member of our Board since January 2014.”
18. Arteris, Inc., Form DEF 14A filed 2026-04-21: “Formerly, Mr. Raza served as President and Chief Operating Officer of Advanced Micro Devices, Inc., a publicly traded semiconductor company, from January 1996 to October 1999.”
19. Arteris, Inc., Form DEF 14A filed 2026-04-21: “Wayne C. Cantwell serves as our Lead Independent Director and has served as a member of our Board since January 2014.”
20. Arteris, Inc., Form DEF 14A filed 2026-04-21: “Prior to that, from 2003 to 2004, Mr. Cantwell served as Chief Executive Officer of SOISIC SA, a French Semiconductor Licensing Company. Prior to that, from 1999 to 2001, Mr. Cantwell served as Chief Executive Officer of inSilicon Corporation, a semiconductor licensing company.”
21. Arteris, Inc., Form 10-K filed 2026-02-12: “As of December 31, 2025, we had 299 employees as follows”
22. Arteris, Inc., Form 10-K filed 2026-02-12: “Research and development 170 Sales and marketing 81 Administration 48 Geographic Distribution United States 96 France 150 China 21 Poland 12 South Korea 8 Japan 6 Elsewhere 6”
23. Arteris, Inc., Form 10-K filed 2026-02-12: “As of December 31, 2025, we had 112 engineers devoted to interconnect IP development and 58 engineers devoted to SoC Integration Automation software solutions totaling 170 employees.”
24. Arteris, Inc., Form 10-K filed 2026-02-12: “As of December 31, 2025, we had 55 corporate and field application engineers.”
25. Arteris, Inc., Form 10-K filed 2026-02-12: “None of our employees are either represented by a labor union, although our employees in France are subject to a collective bargaining agreement.”
26. Arteris, Inc., Form 10-Q filed 2026-08-06: “As of June 30, 2026, we had 364 employees and offices in eleven locations in the United States, France, China, South Korea, Japan, Taiwan and Poland.”
27. Arteris, Inc., Form 10-K filed 2026-02-12: “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.”
28. Arteris, Inc., Form 10-K filed 2026-02-12: “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”
29. Arteris, Inc., Form 10-K filed 2026-02-12: “The underlying NoC technology converts on-chip communication signals between IP blocks, such as reads from and writes to memory, into digital packets. Packetizing on-chip communications allows the interconnect to be configured for enhanced performance and simplifies the connections of on-chip IP blocks, similar to how the internet eases the simultaneous connectivity of large numbers of computing devices.”
30. Arteris, Inc., Form 10-K filed 2026-02-12: “i.Non-coherent NoC IP, with FlexGen, FlexNoC and FlexWay ii.Cache-coherent NoC IP, with Ncore iii.NoC interface IP, with CodaCache b.SoC Integration Automation Software Solutions Products i.Hardware and software integration automation software, with Magillem Registers and CSRCompiler ii.SoC assembly software, with Magillem Connectivity c.Hardware Security Verification Software Products”
31. Arteris, Inc., Form 10-K filed 2026-02-12: “Ncore assists the timely propagation of data changes across the SoC in order to maintain cache coherency.”
32. Arteris, Inc., Form 10-K filed 2026-02-12: “Our SoC integration automation capabilities were significantly enhanced by our acquisitions of Magillem in 2020, Semifore in 2022 and Cycuity in 2026”
33. Arteris, Inc., Form 10-K filed 2026-02-12: “Cycuity Radix-S: Radix-S product is used during design creation and verification to detect and remediate security issues in IP blocks and subsystems of an SoC.”
34. Arteris, Inc., Form 10-K filed 2026-02-12: “FlexNoC and FlexWay started shipping in 2011 and we estimate that our solutions have been incorporated into over four billion production SoCs since inception.”
35. Arteris, Inc., Form 10-K filed 2026-02-12: “We enter into licensing arrangements with customers that typically range from two to three years and generally consist of delivery of a design license that grants the customer the right to use the IP to design a contractually defined number of products, a right to access the benefits of its proprietary software tool (RTL), and support and maintenance services”
36. Arteris, Inc., Form 10-K filed 2026-02-12: “Royalties are calculated either as a percentage of the revenues received by a licensee’s sale of products incorporating the IP or on a per unit basis, as specified in the agreements with the licensees.”
37. Arteris, Inc., Form 10-K filed 2026-02-12: “For example, we believe that the customer acquisition process has a typical duration of two to nine months; following this, a customer’s chip design cycle is typically between one to three years. Customers typically start shipping their products containing our interconnect IP solutions between one to five years following completion of their product design, known as mass production at which point we start to receive royalties; this lasts for up to seven years or longer depending on the particular market.”
38. Arteris, Inc., Form 10-K filed 2026-02-12: “As of December 31, 2025, we had Annual Contract Value (ACV), which we define for an individual customer agreement as the total fixed fees under the agreement divided by the number of years in the agreement term, of $77.0 million. ACV plus royalties reached $83.6 million as of December 31, 2025.”
39. Arteris, Inc., Form 10-K filed 2026-02-12: “Our RPO was $116.8 million and $88.4 million as of December 31, 2025, and 2024, respectively.”
40. Arteris, Inc., Form 10-K filed 2026-02-12: “We license our products to a global and diverse customer base, including semiconductor manufacturers, OEMs, hyperscale system houses, semiconductor design houses and other producers of electronic systems.”
41. Arteris, Inc., Form 10-K filed 2026-02-12: “We have been focused on the automotive market since inception. Additionally, we have established customer relationships with market leaders such as Mobileye, Renesas, Socionext, NXP, BMW, Bosch, and many others.”
42. Arteris, Inc., Form 10-K filed 2026-02-12: “Revenue from the Company’s major customers representing 10% or more of total revenue was as follows: Year Ended December 31, 2025 2024 Customer C 13 % 15”
43. Arteris, Inc., Form 10-K filed 2026-02-12: “We have historically maintained average customer retention rates of approximately 90%, reflecting the long-term nature of our customer relationships.”
44. Arteris, Inc., Form 10-K filed 2026-02-12: “In particular, we derived 24.5% and 29.2% of our revenue for the years ended December 31, 2025 and 2024 from customers located in China.”
45. The record on this page: revenue by line and by geography, as tagged in the annual report (the SEC's financial statement data sets)
46. Arteris, Inc., Form 10-K filed 2026-02-12: “We were incorporated in the State of Delaware in April 2004. Our principal executive offices are located at 900 E. Hamilton Ave. Suite 300, Campbell, CA 95008.”
47. Arteris, Inc., Form 10-K filed 2026-02-12: “As of December 31, 2025, we maintained sales offices, sales personnel, or sales representatives in the United States, China, France, South Korea, Japan, and Israel.”
48. Arteris, Inc., Form 10-K filed 2026-02-12: “In addition, we are committed to developing products not only in the U.S. but in France, Poland, and other countries, where the country of origin may favorably impact the ability to license our IP solutions and technology in accordance with applicable export laws and regulations.”
49. Arteris, Inc., Form 10-K filed 2026-02-12: “We also take steps to protect against misuse of our licensed products, for example with license keys that limit the time allowed for our licensee customers to use configuration tools to generate hardware description source code that is used in their semiconductor hardware products.”
50. Arteris, Inc., Form 10-K filed 2026-02-12: “We support customers utilizing our interconnect IP solutions on a global basis with architectural reviews, training, implementation support, and tape-out support.”
51. The record on this page: the filing record (the EDGAR submissions feed)
52. Arteris, Inc., Form 10-K filed 2026-02-12: “We believe we have been the pioneer of using networking technology for on-chip communications and have been licensing such interconnect IP products since 2006.”
53. Arteris, Inc., Form 10-K filed 2026-02-12: “In connection with an Asset Purchase Agreement by and among Qualcomm Technologies, Inc. and Qualcomm France SARL (collectively, Qualcomm) and us and certain of our subsidiaries dated October 9, 2013, pursuant to which we sold to Qualcomm certain assets and intellectual property related to our FlexNoC product (the Purchase Agreement), we and our affiliates retained a non-exclusive, worldwide, perpetual right under patents acquired under the Purchase Agreement to, among other things, manufacture, license and distribute certain FlexNoC products”
54. Arteris, Inc., Form 10-K filed 2026-02-12: “We were founded in 2003 when we believe we helped pioneer the industry’s NoC interconnect IP”
55. Arteris, Inc., Form 10-K filed 2026-02-12: “Since the initial shipment in 2016, we have launched multiple releases of Ncore which have been designed into various production SoCs for aerospace and defense, automotive, consumer electronics, enterprise computing and industrial markets.”
56. Arteris, Inc., Form 10-K filed 2026-02-12: “Qualcomm may also terminate rights granted under the License Agreement to a certain development environment used in connection with our FlexNoC product (which could effectively preclude us from continuing to enhance our FlexNoC product and adversely affect our FlexNoC business) in the event of a change of control of our company”
57. Arteris, Inc., Form 10-K filed 2026-02-12: “On January 14, 2026, we completed the acquisition of Cycuity. Under the terms of the purchase agreement, we are obligated to pay an aggregate consideration up to $45.0 million, which includes $13.5 million in cash upon closing, $19.5 million in shares of our common stock upon closing and $12.0 million that is payable in shares of our common stock contingent upon Cycuity achieving certain specified booking milestones for the 2026 calendar year.”
58. Arteris, Inc., Form 10-K filed 2026-02-12: “This SoC Integration Automation software suite of products from Magillem and Semifore acquisitions provides a design environment to any semiconductor and system company from the architecture of the SoC through the delivery of a fully documented and traceable chip design.”
59. Arteris, Inc., Form 10-K filed 2026-02-12: “We rely on a combination of intellectual property rights, including patents, trade secrets, copyrights and trademarks, and contractual protections, to protect our core technology and intellectual property.”
60. Arteris, Inc., Form 10-K filed 2026-02-12: “Of these 115 allowed or issued patents, 88 are U.S. allowed or issued patents, 10 are China issued patents, six are South Korea issued patents, four are U.K. issued patents, four are Europe issued patents, and three are Japan issued patents.”
61. Arteris, Inc., Form 10-K filed 2026-02-12: “The 115 allowed or issued patents generally expire between July 2035 and June 2043. As of December 31, 2025, we had 146 pending non-provisional and provisional patent application filings”
62. Arteris, Inc., Form 10-K filed 2026-02-12: “Our interconnect IP is designed to meet the automotive safety integrity level D (ASIL D) of the ISO 26262 automotive functional safety standard, which is the highest level”
63. Arteris, Inc., Form 10-K filed 2026-02-12: “Once interconnect IP is designed into customer SoC projects, there are significant switching costs to adopting different interconnect IP and SoC Integration Automation software solutions, especially in the automotive sector and industrial applications, where switching interconnect IP solutions may involve product functional safety re-certification.”
64. Arteris, Inc., Form 10-K filed 2026-02-12: “For interconnect IP, we primarily compete with interconnect solutions developed internally by our SoC customers and potential customers. Many of the largest semiconductor companies have their own interconnect IP development teams which make customer penetration relatively difficult, time-consuming, and expensive.”
65. Arteris, Inc., Form 10-K filed 2026-02-12: “In addition, we also compete with third-party providers, including Arm and several smaller companies. While we do compete with Arm in the interconnect IP market, we believe our solutions are complementary to Arm’s processor portfolio and protocol deployment and are actively collaborating on joint automotive solutions and integrate with Arm processor IPs.”
66. Arteris, Inc., Form 10-K filed 2026-02-12: “In addition, we compete against other third-party providers of IP integration solutions, such as Arm and Cadence that similarly possess substantial financial, technical, research and development and engineering resources.”
67. Arteris, Inc., Form 10-K filed 2026-02-12: “We work with suppliers who provide these blocks, including IP companies such as Arm, SiFive, MIPS, Synopsys, Cadence Design Systems, Semidynamics, Andes, Codasip and other RISC-V IP vendors to support their products and protocols working with our SoC Integration Automation software and interconnect IP products.”
68. Arteris, Inc., Form 10-K filed 2026-02-12: “Based on management’s experience, we believe that in order to develop a new interconnect IP product, it would take a new entrant in the interconnect IP market three to four years to develop a mature product, two to four years of market development and five to seven years to build a royalty-generating customer base.”
69. Arteris, Inc., Form 10-K filed 2026-02-12: “In addition, certain of our products, including our IP interconnect and other solutions and technology, are subject to U.S. export controls, including the U.S. Department of Commerce’s Export Administration Regulations (EAR) and economic and trade sanctions regulations administered by the U.S. Treasury Department’s Office of Foreign Assets Controls (OFAC). Other products are subject to French export controls.”
70. Arteris, Inc., Form 10-K filed 2026-02-12: “Although we take precautions to prevent our products and technology from being provided in violation of such laws, our products and technology have previously been, and could in the future be, provided inadvertently in violation of such laws, despite the precautions we take.”
71. Arteris, Inc., Form 10-K filed 2026-02-12: “For example, we have adopted several remedial measures prior to, in connection with and following the initial notification of voluntary self-disclosure we submitted to BIS.”
72. Arteris, Inc., Form 10-K filed 2026-02-12: “On October 7, 2022, BIS issued export controls related to the Chinese semiconductor manufacturing, advanced computing, and supercomputer industries imposing broad end-use and other restrictions on facilities in China that develop or produce semiconductor chips or manufacturing equipment, impacting our ability to license or support our products to entities in or doing business with certain advanced AI or “supercomputer” design companies”
73. Arteris, Inc., Form 10-K filed 2026-02-12: “On February 21, 2022, Arteris IP (Hong Kong) Ltd. (AHK), a wholly-owned subsidiary of the Company, entered into a Share Purchase and Shareholders Agreement with certain investors and Ningbo Transchip Information Consulting Partnership (Limited Partnership) (Management Co), pursuant to which, the Company, certain investors and Management Co subscribed to the registered capital of Transchip Technology (Nanjing) Co., Ltd. (Transchip).”
74. Arteris, Inc., Form 10-K filed 2026-02-12: “The Company subscribed for the registered capital of approximately $11.9 million, of which $11.6 million of the contribution was contributed in-kind by way of an interconnect solutions technology license by the Company pursuant to a five-year technology license and services agreement which can be extended automatically for another five-year term, and the remaining was paid in cash.”
75. Arteris, Inc., Form 10-K filed 2026-02-12: “The Company’s ownership interest of Transchip’s registered capital was 35.0% on a fully diluted basis and 42.7% based on issued and outstanding shares as of December 31, 2025.”
76. Arteris, Inc., Form 10-K filed 2026-02-12: “Transchip's ability to continue its operations is dependent upon raising additional capital, which it currently expects to be able to raise.”
77. The record on this page: the filed annual figures (EDGAR's company facts)
78. Arteris, Inc., Form 10-K filed 2026-02-12: “In 2025, we spent $49.9 million on research and development, which represented 71% of our revenue.”
79. Arteris, Inc., Form 10-K filed 2026-02-12: “The increase in revenue from licensing, support and maintenance was primarily due to new license arrangements with existing customers and the addition of new customers.”
80. Arteris, Inc., Form 10-K filed 2026-02-12: “Growth in our variable royalty revenue was primarily due to an increase in product sales from certain existing customers and an increase of $0.3 million from a royalty audit.”
81. Arteris, Inc., Form 10-K filed 2026-02-12: “Our interconnect IP and NoC interface IP customer base contributed to a total of 83 and 76 design starts during the years ended December 31, 2025, and 2024, respectively. We believe that the number of Confirmed Design Starts is an important indicator of the growth of our business and future royalty revenue trends.”
82. Arteris, Inc., Form 10-K filed 2026-02-12: “Other revenue decreased primarily due to revenue from professional services that was recognized during the year ended December 31, 2024, which did not repeat during the year ended December 31, 2025.”
83. Arteris, Inc., Form 10-Q filed 2026-08-06: “Six Months Ended June 30, Change 2026 2025 $ % (dollars in thousands) Licensing, support and maintenance $ 40,096 $ 30,423 $ 9,673 32 % Variable royalties 4,606 2,569 2,037 79 % Professional services and other 2,368 42 2,326 * Total $ 47,070 $ 33,034 $ 14,036 42”
84. Arteris, Inc., Form 10-Q filed 2026-08-06: “The increase was primarily due to the addition of new customers, new license arrangements with existing customers, and revenue for hardware security verification products that were introduced as part of the Cycuity acquisition.”
85. Arteris, Inc., Form 10-Q filed 2026-08-06: “The increase in professional services and other revenue during the six months ended June 30, 2026 was primarily due to revenue generated from hardware security verification services performed under contract with the U.S. government, a significant portion of which was delivered by third-party subcontractors.”
86. Arteris, Inc., Form 10-Q filed 2026-08-06: “Customer C * 14 % * 14 % * Customer accounted for less than 10% of total revenue in the period.”
87. Arteris, Inc., Form 10-K filed 2026-02-12: “We expect to incur further net losses in the short term as we invest in our business.”
88. Arteris, Inc., Form 10-K filed 2026-02-12: “Our research and development strategy includes offering customers several product enhancement releases per year, complemented with a planned introduction of at least one new interconnect IP or SoC Integration Automation software product every year.”
89. Arteris, Inc., Form 10-K filed 2026-02-12: “We incurred higher employee-related costs of $4.1 million, mainly driven by increased headcount to support the growth of our business, higher stock-based compensation expense, one-time separation related charges and foreign exchange impact from weakening of the U.S. dollar against the Euro. We also incurred higher professional fees of $1.1 million. These increases were largely offset by higher R&D tax credits of $0.9 million granted to our subsidiary in France.”
90. Arteris, Inc., Form 10-K filed 2026-02-12: “In addition, since many of our sales in foreign jurisdictions are denominated in U.S. dollars, fluctuations in the value of foreign currencies relative to the U.S. dollar may effectively increase the price of our products in the currency of the jurisdiction in which the sale took place”
91. Arteris, Inc., Form 10-K filed 2026-02-12: “In 2025, we had one customer that represented more than 10% of our revenue.”
92. Arteris, Inc., Form 10-K filed 2026-02-12: “During the fiscal year 2025, our revenue by geographic area based on customer location was as follows”
93. Arteris, Inc., Form 10-K filed 2026-02-12: “For the year ended December 31, 2025, net cash provided by operating activities was $6.7 million, primarily due to our net loss of $34.7 million, adjusted for non-cash charges of $23.6 million and $17.9 million changes in operating assets and liabilities. Non-cash charges primarily consisted of stock-based compensation of $18.4 million”
94. Arteris, Inc., Form 10-K filed 2026-02-12: “The drivers of the changes in operating assets and liabilities were a $19.7 million increase in deferred revenue, a $3.3 million increase in accrued expenses and other liabilities, and a $1.4 million decrease in accounts receivable”

Where the revenue comes from

Product and service lines in fiscal 2025: License and Maintenance 91%, Royalty 9%, Service Other under 1%. By geography: United States 40%, China 25%, South Korea 12%, Other Asia Pacific 11%, Europe, Middle East 11%, Other Americas 2%. As tagged in its annual report (Form 10-K, filed 2026-02-12).

Who runs it

Janac, K Charles (President and CEO); Sinha, Saurabh (Chief Financial Officer); Hawkins, Nicholas B. (VP and Chief Financial Officer); Moll, Laurent R (Chief Operating Officer); Alpern, Paul L (VP and General Counsel); Kunkel, Joachim (director); Munce, Claudia F. (director); Cantwell, Wayne C (director); Raza, Saiyed Atiq (director); Viana, Antonio J (director); and 1 more. 11 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-10-06.

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