Arteris, Inc. (AIP) · Nov 5, 2026 · Earnings

Arteris earnings beat as 2026 guidance rises on AI demand

Beat — Non-GAAP EPS $(0.02) vs ~$0.04 loss consensus; revenue $25.8M vs ~$24.5M

Arteris earnings beat revenue and adjusted EPS expectations, while stronger AI-driven demand lifted its 2026 guidance despite margin pressure and dilution.

Arteris is a semiconductor IP company building the interconnect, integration, and security layers needed for increasingly complex AI, chiplet, and edge-system designs; the prior quarter had already established strong AI and data-center demand, with Q3 revenue guided to $24.0–$25.0 million and full-year revenue to $95.0–$98.0 million. The quarter cleared both the company’s own bar and published expectations. Revenue reached $25.8 million, above the prior $24.0–$25.0 million guide and roughly $24.5 million consensus, while non-GAAP loss per share was $0.02 versus an expected $0.04 loss. The quality of growth was also strong: ACV plus royalties reached $103.8 million, up 39% year over year, and licensing, support, and maintenance revenue rose to $22.4 million from $15.9 million.

Metric	Q3 2026	Comparison
Revenue (Financial Highlights)	$25.8M (+48%)	$24.5M consensus
Non-GAAP loss per share (Non-GAAP EPS reconciliation)	$(0.02)	$(0.04) consensus
ACV + royalties (Financial Highlights)	$103.8M (+39%)	$99.0M–$103.0M prior Q3 guide
Non-GAAP gross margin (Non-GAAP reconciliation)	89%	91% Q3 2025
FY 2026 revenue guide (Guidance)	$98.5M–$99.5M	$95.0M–$98.0M prior guide

Guidance moved higher, confirming that the beat was not just timing. The full-year revenue range increased to $98.5–$99.5 million, while ACV plus royalties rose to $103–$107 million from $102–$106 million previously. The upgrade is modest, but it says the stronger customer-design activity is carrying into the fourth quarter rather than being confined to one large booking.

The main offset is that growth still has not translated into clean GAAP profitability. GAAP operating loss widened to $11.3 million from $8.7 million, and gross margin fell to 87% from 90% as operating costs, stock compensation, and acquisition-related expenses expanded. Even on the adjusted measure, Arteris remained loss-making, with a $1.2 million non-GAAP operating loss, although that was better than the $3.5 million loss a year earlier.

The balance sheet is safer, but part of that improvement came from issuing stock. Arteris raised $72.0 million through its at-the-market offering, lifting cash and investments substantially and pushing stockholders’ equity positive; however, shares outstanding increased to 49.7 million from 44.3 million at year-end. That funding reduces near-term financing pressure, but it also means more of the eventual business value is spread across shareholders.

Bottom line: This was a genuine execution beat with a modest guidance raise, strengthening Arteris’s AI-and-chiplet growth story. The business is accelerating, but margin compression, continuing losses, and equity-funded expansion keep it from being a complete operating-profitability breakthrough.

What to watch next

Q4 2026 results and FY 2027 outlook

Original filing on SEC EDGAR

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

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Arteris earnings beat as 2026 guidance rises on AI demand

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