Arteris Posts Record Revenue Growth Amid AI Chip Security Push
Event summary
- Arteris reported Q4 2025 revenue of $20.1M, up 30% YoY, with full-year revenue reaching $70.6M, up 22% YoY.
- Annual Contract Value plus royalties hit a record $83.6M, up 28% YoY.
- Remaining Performance Obligation (RPO) grew to $116.8M, up 32% YoY.
- Acquired Cycuity in January 2026 to bolster semiconductor security verification software.
- Customers shipped over 4 billion SoC chips and chiplets using Arteris technology.
The big picture
Arteris' strong financial performance reflects the growing demand for advanced semiconductor technology in the AI era. The acquisition of Cycuity positions the company to address intensifying cybersecurity threats in hardware, a critical strategic move as data movement in silicon becomes increasingly complex. The company's focus on network-on-chip (NoC) interconnect IP and system-on-chip (SoC) software aligns with broader industry trends toward higher performance and security in semiconductor design.
What we're watching
- AI Chiplet Growth
- The pace at which Arteris can capitalize on the proliferation of chiplet-based, multi-die architectures in the AI era.
- Security Integration
- How the Cycuity acquisition will affect Arteris' ability to secure data movement in silicon across data centers and edge devices.
- Customer Adoption
- Whether Arteris can sustain its strong customer adoption rates, particularly in the automotive and AI sectors.
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