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Side-by-side financial comparison of Arteris, Inc. (AIP) and Arena Group Holdings, Inc. (AREN). Click either name above to swap in a different company.
Arena Group Holdings, Inc. is the larger business by last-quarter revenue ($28.2M vs $20.1M, roughly 1.4× Arteris, Inc.). Arena Group Holdings, Inc. runs the higher net margin — 18.9% vs -42.2%, a 61.1% gap on every dollar of revenue. On growth, Arteris, Inc. posted the faster year-over-year revenue change (30.0% vs -22.0%). Over the past eight quarters, Arteris, Inc.'s revenue compounded faster (24.7% CAGR vs -1.2%).
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...
Arena Racing Company, also called ARC Racing and Leisure Group is a UK private company, created in 2012 by the merger of Arena Leisure and Northern Racing. It owns and operates 16 racecourses in Great Britain, accounting for 39% of British racing fixtures. It also operates hotels at Wolverhampton Racecourse, Lingfield Park Racecourse and Doncaster Racecourse and golf courses at Lingfield, Southwell and Newcastle.
AIP vs AREN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $20.1M | $28.2M |
| Net Profit | $-8.5M | $5.3M |
| Gross Margin | 90.8% | 43.6% |
| Operating Margin | -42.0% | 26.6% |
| Net Margin | -42.2% | 18.9% |
| Revenue YoY | 30.0% | -22.0% |
| Net Profit YoY | -3.7% | -22.5% |
| EPS (diluted) | $-0.19 | $0.12 |
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.
| Q4 25 | $20.1M | $28.2M | ||
| Q3 25 | $17.4M | $29.8M | ||
| Q2 25 | $16.5M | $45.0M | ||
| Q1 25 | $16.5M | $31.8M | ||
| Q4 24 | $15.5M | $36.2M | ||
| Q3 24 | $14.7M | $33.6M | ||
| Q2 24 | $14.6M | $27.2M | ||
| Q1 24 | $12.9M | $28.9M |
| Q4 25 | $-8.5M | $5.3M | ||
| Q3 25 | $-9.0M | $6.9M | ||
| Q2 25 | $-9.1M | $108.6M | ||
| Q1 25 | $-8.1M | $4.0M | ||
| Q4 24 | $-8.2M | $6.9M | ||
| Q3 24 | $-7.7M | $4.0M | ||
| Q2 24 | $-8.3M | $-8.2M | ||
| Q1 24 | $-9.4M | $-103.4M |
| Q4 25 | 90.8% | 43.6% | ||
| Q3 25 | 89.9% | 50.2% | ||
| Q2 25 | 89.4% | 56.5% | ||
| Q1 25 | 90.8% | 49.3% | ||
| Q4 24 | 89.8% | 52.6% | ||
| Q3 24 | 90.1% | 50.6% | ||
| Q2 24 | 90.0% | 39.4% | ||
| Q1 24 | 88.7% | 30.9% |
| Q4 25 | -42.0% | 26.6% | ||
| Q3 25 | -50.1% | 31.9% | ||
| Q2 25 | -50.0% | 36.5% | ||
| Q1 25 | -46.6% | 23.1% | ||
| Q4 24 | -45.9% | 28.6% | ||
| Q3 24 | -53.8% | 24.0% | ||
| Q2 24 | -51.1% | -9.5% | ||
| Q1 24 | -70.5% | -27.5% |
| Q4 25 | -42.2% | 18.9% | ||
| Q3 25 | -51.6% | 23.1% | ||
| Q2 25 | -55.3% | 241.4% | ||
| Q1 25 | -49.1% | 12.6% | ||
| Q4 24 | -53.0% | 19.0% | ||
| Q3 24 | -52.2% | 11.8% | ||
| Q2 24 | -57.2% | -30.1% | ||
| Q1 24 | -72.6% | -357.1% |
| Q4 25 | $-0.19 | $0.12 | ||
| Q3 25 | $-0.21 | $0.14 | ||
| Q2 25 | $-0.22 | $2.28 | ||
| Q1 25 | $-0.20 | $0.08 | ||
| Q4 24 | $-0.19 | $1.23 | ||
| Q3 24 | $-0.20 | $0.11 | ||
| Q2 24 | $-0.22 | $-0.28 | ||
| Q1 24 | $-0.25 | $-3.91 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $33.9M | $10.3M |
| Total DebtLower is stronger | — | $97.6M |
| Stockholders' EquityBook value | $-14.6M | $-4.8M |
| Total Assets | $115.0M | $112.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $33.9M | $10.3M | ||
| Q3 25 | $39.0M | $12.5M | ||
| Q2 25 | $38.0M | $6.8M | ||
| Q1 25 | $42.3M | $2.9M | ||
| Q4 24 | $43.8M | $4.4M | ||
| Q3 24 | $48.7M | $5.8M | ||
| Q2 24 | $45.8M | $6.1M | ||
| Q1 24 | $44.8M | $4.0M |
| Q4 25 | — | $97.6M | ||
| Q3 25 | — | $110.5M | ||
| Q2 25 | — | $110.5M | ||
| Q1 25 | — | $110.5M | ||
| Q4 24 | — | $110.4M | ||
| Q3 24 | — | $102.4M | ||
| Q2 24 | — | $102.4M | ||
| Q1 24 | — | $102.3M |
| Q4 25 | $-14.6M | $-4.8M | ||
| Q3 25 | $-11.4M | $-10.4M | ||
| Q2 25 | $-7.5M | $-17.3M | ||
| Q1 25 | $-4.8M | $-126.1M | ||
| Q4 24 | $-1.2M | $-130.3M | ||
| Q3 24 | $2.2M | $-137.5M | ||
| Q2 24 | $5.3M | $-157.2M | ||
| Q1 24 | $9.5M | $-149.6M |
| Q4 25 | $115.0M | $112.6M | ||
| Q3 25 | $107.7M | $121.4M | ||
| Q2 25 | $106.9M | $127.8M | ||
| Q1 25 | $98.3M | $114.6M | ||
| Q4 24 | $106.1M | $116.4M | ||
| Q3 24 | $97.7M | $114.2M | ||
| Q2 24 | $96.4M | $113.4M | ||
| Q1 24 | $101.4M | $120.3M |
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 | $3.2M | $13.1M |
| Free Cash FlowOCF − Capex | $3.0M | — |
| FCF MarginFCF / Revenue | 15.1% | — |
| Capex IntensityCapex / Revenue | 0.7% | — |
| Cash ConversionOCF / Net Profit | — | 2.46× |
| TTM Free Cash FlowTrailing 4 quarters | $5.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.2M | $13.1M | ||
| Q3 25 | $3.2M | $12.2M | ||
| Q2 25 | $-2.5M | $10.3M | ||
| Q1 25 | $2.9M | $3.7M | ||
| Q4 24 | $-2.6M | $-8.6M | ||
| Q3 24 | $1.1M | $-2.3M | ||
| Q2 24 | $311.0K | $-3.2M | ||
| Q1 24 | $477.0K | $-2.0M |
| Q4 25 | $3.0M | — | ||
| Q3 25 | $2.5M | — | ||
| Q2 25 | $-2.8M | — | ||
| Q1 25 | $2.7M | — | ||
| Q4 24 | $-2.7M | — | ||
| Q3 24 | $1.1M | $-2.4M | ||
| Q2 24 | $264.0K | — | ||
| Q1 24 | $281.0K | — |
| Q4 25 | 15.1% | — | ||
| Q3 25 | 14.2% | — | ||
| Q2 25 | -17.2% | — | ||
| Q1 25 | 16.2% | — | ||
| Q4 24 | -17.3% | — | ||
| Q3 24 | 7.4% | -7.1% | ||
| Q2 24 | 1.8% | — | ||
| Q1 24 | 2.2% | — |
| Q4 25 | 0.7% | — | ||
| Q3 25 | 4.1% | 0.0% | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.2% | 0.1% | ||
| Q2 24 | 0.3% | — | ||
| Q1 24 | 1.5% | — |
| Q4 25 | — | 2.46× | ||
| Q3 25 | — | 1.77× | ||
| Q2 25 | — | 0.09× | ||
| Q1 25 | — | 0.91× | ||
| Q4 24 | — | -1.25× | ||
| Q3 24 | — | -0.59× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AIP
| License And Maintenance | $17.5M | 87% |
| Variable Royalties And Other | $2.6M | 13% |
AREN
Segment breakdown not available.
