Arteris, Inc. filed its Form 10-Q for the quarterly period ended September 30, 2026 with the Securities and Exchange Commission on November 5, 2026, reporting third-quarter total revenue of $25.774 million and a net loss of $11.154 million.

Key Highlights

  • Total revenue of $25.774 million for the three months ended September 30, 2026, up from $17.408 million in the same period of 2025, according to the filing.
  • Net loss of $11.154 million for Q3 2026, compared with a net loss of $8.991 million in Q3 2025, as reported in the condensed consolidated statements of operations.
  • Nine-month net loss of $33.178 million for the period ended September 30, 2026, versus $26.242 million for the same nine-month period of 2025.
  • Total assets of $227.931 million as of September 30, 2026, compared with $115.031 million as of December 31, 2025, reflecting significant balance sheet growth.
  • Goodwill of $35.156 million and intangibles of $17.986 million as of September 30, 2026, up from $4.178 million and $2.168 million respectively at year-end 2025, consistent with acquisition activity noted in the filing.
  • 49,657,293 shares outstanding as of September 30, 2026, up from 44,268,816 at December 31, 2025.
  • Cash and cash equivalents of $71.014 million as of September 30, 2026, compared with $33.901 million at December 31, 2025.

Arteris Reports Revenue Growth and Wider Losses in Q3 2026

According to the filing, Arteris, Inc. (NASDAQ:AIP) reported total revenue of $25.774 million for the three months ended September 30, 2026, an increase from $17.408 million in the prior-year quarter. Revenue components included licensing, support and maintenance of $22.368 million, variable royalties of $2.294 million, and professional services and other of $1.112 million. Gross profit for the quarter was $22.323 million, up from $15.642 million a year earlier, the filing stated.

The company reported a loss from operations of $11.316 million in Q3 2026, compared with $8.714 million in Q3 2025. Total operating expenses reached $33.639 million for the quarter, including research and development of $16.434 million, sales and marketing of $9.787 million, general and administrative of $7.297 million, and acquisition-related costs of $121 thousand. The net loss per share attributable to common stockholders, basic and diluted, was $(0.23) for Q3 2026, versus $(0.21) for Q3 2025, the filing disclosed.

The balance sheet as of September 30, 2026 showed total stockholders' equity of $65.864 million, a shift from a stockholders' deficit of $(14.632) million at December 31, 2025. The filing noted deferred revenue of $63.524 million (current) and $48.527 million (noncurrent) as of September 30, 2026. Acquisition-related costs of $2.920 million were recorded for the nine months ended September 30, 2026, with corresponding increases in goodwill and intangibles since year-end 2025. As of October 29, 2026, the filing reported 49,735,064 shares of common stock outstanding.

What Was Disclosed

Arteris filed its quarterly report covering the period ended September 30, 2026, disclosing revenue growth year-over-year, a wider net loss, significant balance sheet expansion tied to acquisition activity, and an increase in shares outstanding since December 31, 2025.