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Side-by-side financial comparison of Adobe Inc. (ADBE) and Arteris, Inc. (AIP). Click either name above to swap in a different company.
Adobe Inc. is the larger business by last-quarter revenue ($6.4B vs $20.1M, roughly 317.7× Arteris, Inc.). Adobe Inc. runs the higher net margin — 29.5% vs -42.2%, a 71.8% gap on every dollar of revenue. On growth, Arteris, Inc. posted the faster year-over-year revenue change (30.0% vs 12.0%). Adobe Inc. produced more free cash flow last quarter ($2.9B vs $3.0M). Over the past eight quarters, Arteris, Inc.'s revenue compounded faster (24.7% CAGR vs 9.8%).
Adobe Inc., formerly Adobe Systems Incorporated, is an American multinational computer software company based in San Jose, California. It offers a wide range of programs from web design tools, photo manipulation, and vector creation to video and audio editing, mobile app development, print layout, and animation software.
Arteris, Inc. is a multinational technology company headquartered in Campbell, California. It develops the network-on-chip (NoC) IP and system-on-chip (SoC) integration automation software that is used to create semiconductor chip and chiplet designs for a variety of devices, particularly in automotive electronics, artificial intelligence, machine learning, enterprise computing, communications, consumer, industrial, and aerospace & defense markets. The company specializes in the development a...
ADBE vs AIP — Head-to-Head
Income Statement — Q1 2026 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $6.4B | $20.1M |
| Net Profit | $1.9B | $-8.5M |
| Gross Margin | 89.6% | 90.8% |
| Operating Margin | 37.8% | -42.0% |
| Net Margin | 29.5% | -42.2% |
| Revenue YoY | 12.0% | 30.0% |
| Net Profit YoY | 4.3% | -3.7% |
| EPS (diluted) | $4.60 | $-0.19 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $6.4B | — | ||
| Q4 25 | $6.2B | $20.1M | ||
| Q3 25 | $6.0B | $17.4M | ||
| Q2 25 | $5.9B | $16.5M | ||
| Q1 25 | $5.7B | $16.5M | ||
| Q4 24 | $5.6B | $15.5M | ||
| Q3 24 | $5.4B | $14.7M | ||
| Q2 24 | $5.3B | $14.6M |
| Q1 26 | $1.9B | — | ||
| Q4 25 | $1.9B | $-8.5M | ||
| Q3 25 | $1.8B | $-9.0M | ||
| Q2 25 | $1.7B | $-9.1M | ||
| Q1 25 | $1.8B | $-8.1M | ||
| Q4 24 | $1.7B | $-8.2M | ||
| Q3 24 | $1.7B | $-7.7M | ||
| Q2 24 | $1.6B | $-8.3M |
| Q1 26 | 89.6% | — | ||
| Q4 25 | 89.5% | 90.8% | ||
| Q3 25 | 89.3% | 89.9% | ||
| Q2 25 | 89.1% | 89.4% | ||
| Q1 25 | 89.1% | 90.8% | ||
| Q4 24 | 89.0% | 89.8% | ||
| Q3 24 | 89.8% | 90.1% | ||
| Q2 24 | 88.7% | 90.0% |
| Q1 26 | 37.8% | — | ||
| Q4 25 | 36.5% | -42.0% | ||
| Q3 25 | 36.3% | -50.1% | ||
| Q2 25 | 35.9% | -50.0% | ||
| Q1 25 | 37.9% | -46.6% | ||
| Q4 24 | 34.9% | -45.9% | ||
| Q3 24 | 36.8% | -53.8% | ||
| Q2 24 | 35.5% | -51.1% |
| Q1 26 | 29.5% | — | ||
| Q4 25 | 30.0% | -42.2% | ||
| Q3 25 | 29.6% | -51.6% | ||
| Q2 25 | 28.8% | -55.3% | ||
| Q1 25 | 31.7% | -49.1% | ||
| Q4 24 | 30.0% | -53.0% | ||
| Q3 24 | 31.1% | -52.2% | ||
| Q2 24 | 29.6% | -57.2% |
| Q1 26 | $4.60 | — | ||
| Q4 25 | $4.44 | $-0.19 | ||
| Q3 25 | $4.18 | $-0.21 | ||
| Q2 25 | $3.94 | $-0.22 | ||
| Q1 25 | $4.14 | $-0.20 | ||
| Q4 24 | $3.75 | $-0.19 | ||
| Q3 24 | $3.76 | $-0.20 | ||
| Q2 24 | $3.49 | $-0.22 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $6.9B | $33.9M |
| Total DebtLower is stronger | $5.4B | — |
| Stockholders' EquityBook value | $11.4B | $-14.6M |
| Total Assets | $29.7B | $115.0M |
| Debt / EquityLower = less leverage | 0.47× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $6.9B | — | ||
| Q4 25 | $6.6B | $33.9M | ||
| Q3 25 | $5.9B | $39.0M | ||
| Q2 25 | $5.7B | $38.0M | ||
| Q1 25 | $7.4B | $42.3M | ||
| Q4 24 | $7.9B | $43.8M | ||
| Q3 24 | $7.5B | $48.7M | ||
| Q2 24 | $8.1B | $45.8M |
| Q1 26 | $5.4B | — | ||
| Q4 25 | $6.2B | — | ||
| Q3 25 | $6.2B | — | ||
| Q2 25 | $6.2B | — | ||
| Q1 25 | $6.2B | — | ||
| Q4 24 | $4.1B | — | ||
| Q3 24 | $4.1B | — | ||
| Q2 24 | $4.1B | — |
| Q1 26 | $11.4B | — | ||
| Q4 25 | $11.6B | $-14.6M | ||
| Q3 25 | $11.8B | $-11.4M | ||
| Q2 25 | $11.4B | $-7.5M | ||
| Q1 25 | $13.1B | $-4.8M | ||
| Q4 24 | $14.1B | $-1.2M | ||
| Q3 24 | $14.5B | $2.2M | ||
| Q2 24 | $14.8B | $5.3M |
| Q1 26 | $29.7B | — | ||
| Q4 25 | $29.5B | $115.0M | ||
| Q3 25 | $28.8B | $107.7M | ||
| Q2 25 | $28.1B | $106.9M | ||
| Q1 25 | $30.0B | $98.3M | ||
| Q4 24 | $30.2B | $106.1M | ||
| Q3 24 | $29.8B | $97.7M | ||
| Q2 24 | $30.0B | $96.4M |
| Q1 26 | 0.47× | — | ||
| Q4 25 | 0.53× | — | ||
| Q3 25 | 0.53× | — | ||
| Q2 25 | 0.54× | — | ||
| Q1 25 | 0.47× | — | ||
| Q4 24 | 0.29× | — | ||
| Q3 24 | 0.28× | — | ||
| Q2 24 | 0.28× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $3.0B | $3.2M |
| Free Cash FlowOCF − Capex | $2.9B | $3.0M |
| FCF MarginFCF / Revenue | 45.7% | 15.1% |
| Capex IntensityCapex / Revenue | 0.6% | 0.7% |
| Cash ConversionOCF / Net Profit | 1.57× | — |
| TTM Free Cash FlowTrailing 4 quarters | $10.3B | $5.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $3.0B | — | ||
| Q4 25 | $3.2B | $3.2M | ||
| Q3 25 | $2.2B | $3.2M | ||
| Q2 25 | $2.2B | $-2.5M | ||
| Q1 25 | $2.5B | $2.9M | ||
| Q4 24 | — | $-2.6M | ||
| Q3 24 | $2.0B | $1.1M | ||
| Q2 24 | $1.9B | $311.0K |
| Q1 26 | $2.9B | — | ||
| Q4 25 | $3.1B | $3.0M | ||
| Q3 25 | $2.1B | $2.5M | ||
| Q2 25 | $2.1B | $-2.8M | ||
| Q1 25 | $2.5B | $2.7M | ||
| Q4 24 | — | $-2.7M | ||
| Q3 24 | $2.0B | $1.1M | ||
| Q2 24 | $1.9B | $264.0K |
| Q1 26 | 45.7% | — | ||
| Q4 25 | 50.5% | 15.1% | ||
| Q3 25 | 35.5% | 14.2% | ||
| Q2 25 | 36.5% | -17.2% | ||
| Q1 25 | 43.0% | 16.2% | ||
| Q4 24 | — | -17.3% | ||
| Q3 24 | 36.3% | 7.4% | ||
| Q2 24 | 35.8% | 1.8% |
| Q1 26 | 0.6% | — | ||
| Q4 25 | 0.5% | 0.7% | ||
| Q3 25 | 1.2% | 4.1% | ||
| Q2 25 | 0.8% | 2.2% | ||
| Q1 25 | 0.5% | 1.1% | ||
| Q4 24 | — | 0.3% | ||
| Q3 24 | 1.1% | 0.2% | ||
| Q2 24 | 0.8% | 0.3% |
| Q1 26 | 1.57× | — | ||
| Q4 25 | 1.70× | — | ||
| Q3 25 | 1.24× | — | ||
| Q2 25 | 1.30× | — | ||
| Q1 25 | 1.37× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 1.20× | — | ||
| Q2 24 | 1.23× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ADBE
| Subscription Revenue | $6.2B | 97% |
| Service Other | $110.0M | 2% |
| Products | $90.0M | 1% |
AIP
| License And Maintenance | $17.5M | 87% |
| Variable Royalties And Other | $2.6M | 13% |
