Key Highlights

● Second-quarter Revenue was $24.13 million, up 46% from a year earlier.

● Net loss widened to $14.07 million, or $0.30 per share, from $7.96 million.

● Full-year 2026 revenue guidance was raised to $95 million to $98 million.

● Management expects non-GAAP profitability as early as the fourth quarter of 2026.

Growth and losses in one quarter

Arteris, Inc. (NASDAQ:AIP) supplies network-on-chip interconnect and related semiconductor design software and intellectual property. Its second-quarter 2026 results were announced on 6 August. Revenue was $24.13 million, up 46% from a year earlier, and annual contract value plus royalties rose 44%. Revenue also rose from $22.94 million in the first quarter and $20.14 million in the fourth quarter of 2025.

The net loss widened. Arteris reported a net loss of $14.07 million, or $0.30 per share, against $7.96 million, or $0.17, in the first quarter. The company's results release carries the breakdown behind the larger loss.

Outlook figures

Management raised its full-year 2026 revenue guidance to $95 million to $98 million and gave free Cash Flow guidance of $5 million to $9 million. For the third quarter it guided to revenue of $24 million to $25 million and an operating loss of $1 million to $3 million, and it said it expects non-GAAP profitability as early as the fourth quarter of 2026. Guidance covers expected figures only.

As simple arithmetic, the first two quarters sum to $47.07 million. Adding the third-quarter guidance gives $71.07 million to $72.07 million for nine months, so the full-year range implies fourth-quarter revenue of roughly $22.9 million to $26.9 million. That calculation is derived rather than stated by the company, and the wide span shows how much depends on the final quarter.

Arteris security funding, chiplets and Leadership change

Arteris announced on 6 October 2026 that it had won funding to expand hardware design Supply chain security assurance under the Trusted and Assured Microelectronics programme. On 15 September it announced steps to accelerate the industry's transition to multi-die, chiplet-based architectures. No financial value is attributed to either announcement.

The company also appointed Saurabh Sinha as chief financial officer on 6 August, with effect from 8 September, and announced employment inducement grants on 11 September.

The fourth quarter carries the year. The full-year range implies revenue between roughly $22.9 million and $26.9 million, a span that reaches below the $24.13 million reported in the second quarter.