Earning Analysis
Welcome to our in-depth analysis of Arteris Inc(AIP) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Arteris Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-11-04 | After Hours | -0.09 | -0.09 | - | 17.00M | 17.41M | +2.40 | +26.06 | +21.27 |
| FY2025Q2 | 2025-08-05 | After Hours | -0.10 | -0.11 | -10.00 | 16.35M | 16.50M | +0.93 | -23.96 | -30.00 |
| FY2025Q1 | 2025-05-13 | After Hours | -0.09 | -0.09 | - | 15.93M | 16.53M | +3.81 | -10.06 | -10.06 |
| FY2024Q4 | 2025-02-18 | After Hours | -0.11 | -0.10 | +9.09 | 15.43M | 15.49M | +0.41 | -1.48 | -12.33 |
| FY2024Q3 | 2024-11-05 | After Hours | -0.23 | -0.19 | +17.39 | 14.80M | 14.71M | -0.59 | +18.72 | +16.20 |
| FY2024Q2 | 2024-08-01 | - | -0.25 | -0.21 | +16.00 | 13.69M | 14.58M | +6.46 | -7.20 | -18.32 |
| FY2024Q1 | 2024-05-02 | - | -0.27 | -0.24 | +11.11 | 12.61M | 12.95M | +2.65 | -5.12 | +39.36 |
| FY2023Q4 | 2024-02-20 | - | -0.27 | -0.28 | -3.70 | 11.84M | 12.50M | +5.60 | -7.14 | -11.05 |
| FY2023Q3 | 2023-11-07 | - | -0.28 | -0.22 | +21.43 | 13.01M | 13.27M | +2.07 | +3.26 | -31.78 |
| FY2023Q2 | 2023-08-03 | - | -0.22 | -0.25 | -13.64 | 13.50M | 14.73M | +9.12 | -3.34 | -1.39 |
AIP Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Arteris Inc reported performance for FY2025Q3, announced on 2025-11-04. The company achieved an EPS of -0.09, compared to analyst estimates of -0.09 by 0.00% . Revenue for the quarter reached 17.41M compared to expectations of 17.00M by 2.40% .
The stock price reacted with a 26.06% one-day change and a 21.27% five-day change following the earnings release. These movements reflect market reaction in Arteris Inc growth trajectory and strategic initiatives.
AIP Earnings Forecast
Looking ahead, Arteris Inc(AIP) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 18.55M and an EPS of -0.07.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been No Change by 0%, while EPS estimates have been No Change by 0%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 2.39% . These revisions correlate with a 88.83% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Arteris Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between AIP's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
No Change
0.00%
In Past 3 Month
EPS Estimates for FY2025
No Change
0.00%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+2.39%
In Past 3 Month
Stock Price
Go Up
+88.83%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
--
Revenue Estimate-Annual FY 2025:68.11M
--
EPS Estimate-Annual FY 2025:-0.37
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Stock Price16.73
AIP Revenue and EPS Performance: A Historical Perspective
Arteris Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-11-04,After Hours):
EPS: -0.09 (Actual) vs.-0.09 (Estimate) (0.00%)
Revenue: 17.41M (Actual) vs. 17.00M (Estimate) (2.40%)
Price Reaction: 26.06%(1-Day), 21.27%(5-Day)
FY2025Q2 (2025-08-05,After Hours):
EPS: -0.11 (Actual) vs.-0.10 (Estimate) (-10.00%)
Revenue: 16.50M (Actual) vs. 16.35M (Estimate) (0.93%)
Price Reaction: -23.96%(1-Day), -30.00%(5-Day)
FY2025Q1 (2025-05-13,After Hours):
EPS: -0.09 (Actual) vs.-0.09 (Estimate) (0.00%)
Revenue: 16.53M (Actual) vs. 15.93M (Estimate) (3.81%)
Price Reaction: -10.06%(1-Day), -10.06%(5-Day)
Earnings Reaction
The chart below shows how AIP performed 10 days before and after its earnings report, based on data from the past quarters. Typically, AIP sees a -3.72% change in stock price 10 days leading up to the earnings, and a -3.63% change 10 days following the report. On the earnings day itself, the stock moves by +2.79%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed 26.06% on the day following the earnings release and then changed by 6.74% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Arteris Inc (AIP) Q3 2025 Earnings Call Summary
Positive
2025-11-04
The earnings call summary shows strong financial performance with significant revenue growth, high gross margins, and positive free cash flow. The Q&A highlights opportunities with major companies like AMD and Altera, and the focus on AI and data centers is promising. The management's avoidance of booking details is a minor concern, but overall, the optimistic guidance, strong partnerships, and strategic investments suggest a positive outlook for the stock price.
Arteris Inc (AIP) Q2 2025 Earnings Call Summary
Positive
2025-08-05
The earnings call reveals strong financial performance with a 13% increase in revenue and a 15% rise in ACV plus royalties, reflecting growing demand. Record high revenue and strategic wins with major clients like AMD are positive indicators. While there are some concerns about expenses, the optimistic guidance for revenue and cash flow, alongside strategic partnerships and product developments, suggests a positive outlook. However, the lack of clarity on certain metrics in the Q&A slightly tempers enthusiasm, but the overall sentiment remains positive, likely leading to a stock price increase of 2% to 8%.
Arteris Inc (AIP) Q1 2025 Earnings Call Summary
Neutral
2025-05-13
The earnings call presents mixed signals: record high revenue and strong ACV growth are positive, but operational losses and increased expenses due to currency fluctuations are concerning. Management's optimistic guidance is tempered by geopolitical risks and trade uncertainties. The Q&A reveals steady licensing activity and potential growth in FlexGen, but no acceleration in decision timelines. The lack of guidance on book-to-bill ratio is a red flag. Given these factors, a neutral stock price movement is likely, as positives are balanced by risks and uncertainties.
Arteris Inc (AIP) Q4 2024 Earnings Call Summary
Positive
2025-02-19
The earnings call shows strong financial performance with record high revenues and significant annual contract value plus royalties. Despite operational losses, improvements were noted, and guidance remains optimistic. The Q&A section highlighted strong product adoption and positive ASP trends. However, management's lack of clarity on specific bookings figures slightly tempers enthusiasm. Overall, the positive financial metrics and guidance suggest a likely stock price increase in the short term.
Arteris, Inc. (AIP) Q3 2024 Earnings Call Summary
Positive
2024-11-06
The earnings call highlights strong financial performance, with record revenue and ACV. Positive free cash flow and improved guidance for the year are promising. New partnerships and expansion into microcontroller markets indicate growth potential. Despite competitive and regulatory risks, the company's strategy in China and the automotive sector shows promise. The Q&A reveals robust design activity and demand for new products, though lacking specifics. Overall, the sentiment is positive, suggesting a potential stock price increase of 2% to 8% over the next two weeks.
Arteris, Inc. (AIP) Q2 2024 Earnings Call Summary
Neutral
2024-08-02
The earnings call presents a mixed outlook. While there are strong financial metrics, such as record-high ACV and positive free cash flow, competitive pressures and regulatory issues pose risks. The guidance is slightly optimistic with increased revenue expectations, yet uncertainties in the Q&A highlight potential challenges. The lack of specific updates on new products could concern investors. Overall, the sentiment is neutral as positive financials are balanced by competitive and regulatory risks.
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FAQ
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