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Side-by-side financial comparison of Arteris, Inc. (AIP) and GLOBALFOUNDRIES Inc. (GFS). Click either name above to swap in a different company.
GLOBALFOUNDRIES Inc. is the larger business by last-quarter revenue ($1.7B vs $20.1M, roughly 83.8× Arteris, Inc.). GLOBALFOUNDRIES Inc. runs the higher net margin — 14.8% vs -42.2%, a 57.0% gap on every dollar of revenue. On growth, Arteris, Inc. posted the faster year-over-year revenue change (30.0% vs -2.9%). Over the past eight quarters, Arteris, Inc.'s revenue compounded faster (24.7% CAGR vs -4.3%).
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...
GlobalFoundries Inc. is a multinational semiconductor contract manufacturing and design company domiciled in the Cayman Islands and headquartered in Malta, New York. Created by the divestiture of the manufacturing arm of AMD in March 2009, the company was privately owned by Mubadala Investment Company, a sovereign wealth fund of the United Arab Emirates, until an initial public offering (IPO) in October 2021. Mubadala remains the majority owner of the company with an 82% stake.
AIP vs GFS — Head-to-Head
Income Statement — Q4 2025 vs Q3 2025
| Metric | | |
|---|---|---|
| Revenue | $20.1M | $1.7B |
| Net Profit | $-8.5M | $249.0M |
| Gross Margin | 90.8% | 24.8% |
| Operating Margin | -42.0% | 11.6% |
| Net Margin | -42.2% | 14.8% |
| Revenue YoY | 30.0% | -2.9% |
| Net Profit YoY | -3.7% | 39.9% |
| EPS (diluted) | $-0.19 | $0.44 |
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 | — | ||
| Q3 25 | $17.4M | $1.7B | ||
| Q2 25 | $16.5M | $1.7B | ||
| Q1 25 | $16.5M | $1.6B | ||
| Q4 24 | $15.5M | — | ||
| Q3 24 | $14.7M | $1.7B | ||
| Q2 24 | $14.6M | $1.6B | ||
| Q1 24 | $12.9M | $1.5B |
| Q4 25 | $-8.5M | — | ||
| Q3 25 | $-9.0M | $249.0M | ||
| Q2 25 | $-9.1M | $228.0M | ||
| Q1 25 | $-8.1M | $211.0M | ||
| Q4 24 | $-8.2M | — | ||
| Q3 24 | $-7.7M | $178.0M | ||
| Q2 24 | $-8.3M | $155.0M | ||
| Q1 24 | $-9.4M | $134.0M |
| Q4 25 | 90.8% | — | ||
| Q3 25 | 89.9% | 24.8% | ||
| Q2 25 | 89.4% | 24.2% | ||
| Q1 25 | 90.8% | 22.4% | ||
| Q4 24 | 89.8% | — | ||
| Q3 24 | 90.1% | 23.8% | ||
| Q2 24 | 90.0% | 24.2% | ||
| Q1 24 | 88.7% | 25.4% |
| Q4 25 | -42.0% | — | ||
| Q3 25 | -50.1% | 11.6% | ||
| Q2 25 | -50.0% | 11.6% | ||
| Q1 25 | -46.6% | 9.5% | ||
| Q4 24 | -45.9% | — | ||
| Q3 24 | -53.8% | 10.6% | ||
| Q2 24 | -51.1% | 9.5% | ||
| Q1 24 | -70.5% | 9.5% |
| Q4 25 | -42.2% | — | ||
| Q3 25 | -51.6% | 14.8% | ||
| Q2 25 | -55.3% | 13.5% | ||
| Q1 25 | -49.1% | 13.3% | ||
| Q4 24 | -53.0% | — | ||
| Q3 24 | -52.2% | 10.2% | ||
| Q2 24 | -57.2% | 9.5% | ||
| Q1 24 | -72.6% | 8.7% |
| Q4 25 | $-0.19 | — | ||
| Q3 25 | $-0.21 | $0.44 | ||
| Q2 25 | $-0.22 | $0.41 | ||
| Q1 25 | $-0.20 | $0.38 | ||
| Q4 24 | $-0.19 | — | ||
| Q3 24 | $-0.20 | $0.32 | ||
| Q2 24 | $-0.22 | $0.28 | ||
| Q1 24 | $-0.25 | $0.24 |
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 | $2.0B |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $-14.6M | $11.8B |
| Total Assets | $115.0M | $16.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $33.9M | — | ||
| Q3 25 | $39.0M | $2.0B | ||
| Q2 25 | $38.0M | $1.8B | ||
| Q1 25 | $42.3M | $1.6B | ||
| Q4 24 | $43.8M | — | ||
| Q3 24 | $48.7M | $2.3B | ||
| Q2 24 | $45.8M | $2.2B | ||
| Q1 24 | $44.8M | $2.2B |
| Q4 25 | $-14.6M | — | ||
| Q3 25 | $-11.4M | $11.8B | ||
| Q2 25 | $-7.5M | $11.5B | ||
| Q1 25 | $-4.8M | $11.1B | ||
| Q4 24 | $-1.2M | — | ||
| Q3 24 | $2.2M | $11.6B | ||
| Q2 24 | $5.3M | $11.3B | ||
| Q1 24 | $9.5M | $11.3B |
| Q4 25 | $115.0M | — | ||
| Q3 25 | $107.7M | $16.7B | ||
| Q2 25 | $106.9M | $16.8B | ||
| Q1 25 | $98.3M | $16.5B | ||
| Q4 24 | $106.1M | — | ||
| Q3 24 | $97.7M | $18.1B | ||
| Q2 24 | $96.4M | — | ||
| Q1 24 | $101.4M | — |
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 | $595.0M |
| Free Cash FlowOCF − Capex | $3.0M | — |
| FCF MarginFCF / Revenue | 15.1% | — |
| Capex IntensityCapex / Revenue | 0.7% | — |
| Cash ConversionOCF / Net Profit | — | 2.39× |
| TTM Free Cash FlowTrailing 4 quarters | $5.3M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.2M | — | ||
| Q3 25 | $3.2M | $595.0M | ||
| Q2 25 | $-2.5M | $431.0M | ||
| Q1 25 | $2.9M | $331.0M | ||
| Q4 24 | $-2.6M | — | ||
| Q3 24 | $1.1M | $375.0M | ||
| Q2 24 | $311.0K | $402.0M | ||
| Q1 24 | $477.0K | $488.0M |
| Q4 25 | $3.0M | — | ||
| Q3 25 | $2.5M | — | ||
| Q2 25 | $-2.8M | — | ||
| Q1 25 | $2.7M | — | ||
| Q4 24 | $-2.7M | — | ||
| Q3 24 | $1.1M | — | ||
| 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% | — | ||
| Q2 24 | 1.8% | — | ||
| Q1 24 | 2.2% | — |
| Q4 25 | 0.7% | — | ||
| Q3 25 | 4.1% | — | ||
| Q2 25 | 2.2% | — | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.2% | — | ||
| Q2 24 | 0.3% | — | ||
| Q1 24 | 1.5% | — |
| Q4 25 | — | — | ||
| Q3 25 | — | 2.39× | ||
| Q2 25 | — | 1.89× | ||
| Q1 25 | — | 1.57× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.11× | ||
| Q2 24 | — | 2.59× | ||
| Q1 24 | — | 3.64× |
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% |
GFS
| Smart Mobile Devices | $752.0M | 45% |
| Automotive | $306.0M | 18% |
| Home And Industrial Io T | $258.0M | 15% |
| Goods Or Services Transferred Over Time | $198.0M | 12% |
| Communications Infrastructure Datacenter | $175.0M | 10% |
