Arteris (AIP) Q2 FY26 earnings call

Arteris delivered a strong second quarter, achieving record ACV, revenue, and RPO, driven by robust licensed deal flow across key verticals like enterprise computing and automotive. The company raised its full-year revenue guidance, signaling continued market strength and customer engagement, and anticipates reaching non-GAAP operating profitability as early as Q4 FY26, despite some near-term operating expense pressures.