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Side-by-side financial comparison of Arteris, Inc. (AIP) and ON Semiconductor (ON). Click either name above to swap in a different company.
ON Semiconductor is the larger business by last-quarter revenue ($1.6B vs $20.1M, roughly 77.0× Arteris, Inc.). ON Semiconductor runs the higher net margin — 16.4% vs -42.2%, a 58.7% gap on every dollar of revenue. On growth, Arteris, Inc. posted the faster year-over-year revenue change (30.0% vs -10.0%). ON Semiconductor produced more free cash flow last quarter ($372.4M vs $3.0M). Over the past eight quarters, Arteris, Inc.'s revenue compounded faster (24.7% CAGR vs -12.3%).
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...
Fairchild Semiconductor International, Inc. was an American semiconductor company based in San Jose, California. It was founded in 1957 as a division of Fairchild Camera and Instrument by the "traitorous eight" who defected from Shockley Semiconductor Laboratory. It became a pioneer in the manufacturing of transistors and of integrated circuits. Schlumberger bought the firm in 1979 and sold it to National Semiconductor in 1987; Fairchild was spun off as an independent company again in 1997. I...
AIP vs ON — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $20.1M | $1.6B |
| Net Profit | $-8.5M | $255.0M |
| Gross Margin | 90.8% | 37.9% |
| Operating Margin | -42.0% | 17.0% |
| Net Margin | -42.2% | 16.4% |
| Revenue YoY | 30.0% | -10.0% |
| Net Profit YoY | -3.7% | -32.9% |
| EPS (diluted) | $-0.19 | $0.63 |
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 | $1.6B | ||
| Q3 25 | $17.4M | $1.5B | ||
| Q2 25 | $16.5M | $1.4B | ||
| Q1 25 | $16.5M | — | ||
| Q4 24 | $15.5M | $1.7B | ||
| Q3 24 | $14.7M | $1.8B | ||
| Q2 24 | $14.6M | $1.7B | ||
| Q1 24 | $12.9M | $1.9B |
| Q4 25 | $-8.5M | $255.0M | ||
| Q3 25 | $-9.0M | $170.3M | ||
| Q2 25 | $-9.1M | $-486.1M | ||
| Q1 25 | $-8.1M | — | ||
| Q4 24 | $-8.2M | $379.9M | ||
| Q3 24 | $-7.7M | $401.7M | ||
| Q2 24 | $-8.3M | $338.2M | ||
| Q1 24 | $-9.4M | $453.0M |
| Q4 25 | 90.8% | 37.9% | ||
| Q3 25 | 89.9% | 37.6% | ||
| Q2 25 | 89.4% | 20.3% | ||
| Q1 25 | 90.8% | — | ||
| Q4 24 | 89.8% | 45.2% | ||
| Q3 24 | 90.1% | 45.4% | ||
| Q2 24 | 90.0% | 45.2% | ||
| Q1 24 | 88.7% | 45.8% |
| Q4 25 | -42.0% | 17.0% | ||
| Q3 25 | -50.1% | 13.2% | ||
| Q2 25 | -50.0% | -39.7% | ||
| Q1 25 | -46.6% | — | ||
| Q4 24 | -45.9% | 23.7% | ||
| Q3 24 | -53.8% | 25.3% | ||
| Q2 24 | -51.1% | 22.4% | ||
| Q1 24 | -70.5% | 28.2% |
| Q4 25 | -42.2% | 16.4% | ||
| Q3 25 | -51.6% | 11.6% | ||
| Q2 25 | -55.3% | -33.6% | ||
| Q1 25 | -49.1% | — | ||
| Q4 24 | -53.0% | 22.1% | ||
| Q3 24 | -52.2% | 22.8% | ||
| Q2 24 | -57.2% | 19.5% | ||
| Q1 24 | -72.6% | 24.3% |
| Q4 25 | $-0.19 | $0.63 | ||
| Q3 25 | $-0.21 | $0.41 | ||
| Q2 25 | $-0.22 | $-1.15 | ||
| Q1 25 | $-0.20 | — | ||
| Q4 24 | $-0.19 | $0.88 | ||
| Q3 24 | $-0.20 | $0.93 | ||
| Q2 24 | $-0.22 | $0.78 | ||
| Q1 24 | $-0.25 | $1.04 |
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 | $2.9B |
| Total DebtLower is stronger | — | $3.4B |
| Stockholders' EquityBook value | $-14.6M | $7.9B |
| Total Assets | $115.0M | $13.0B |
| Debt / EquityLower = less leverage | — | 0.43× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $33.9M | $2.9B | ||
| Q3 25 | $39.0M | $2.8B | ||
| Q2 25 | $38.0M | $3.0B | ||
| Q1 25 | $42.3M | — | ||
| Q4 24 | $43.8M | $3.0B | ||
| Q3 24 | $48.7M | $2.8B | ||
| Q2 24 | $45.8M | $2.7B | ||
| Q1 24 | $44.8M | $2.6B |
| Q4 25 | — | $3.4B | ||
| Q3 25 | — | $3.4B | ||
| Q2 25 | — | $3.4B | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $3.4B | ||
| Q3 24 | — | $3.4B | ||
| Q2 24 | — | $3.4B | ||
| Q1 24 | — | $3.4B |
| Q4 25 | $-14.6M | $7.9B | ||
| Q3 25 | $-11.4M | $7.9B | ||
| Q2 25 | $-7.5M | $8.0B | ||
| Q1 25 | $-4.8M | — | ||
| Q4 24 | $-1.2M | $8.8B | ||
| Q3 24 | $2.2M | $8.6B | ||
| Q2 24 | $5.3M | $8.3B | ||
| Q1 24 | $9.5M | $8.1B |
| Q4 25 | $115.0M | $13.0B | ||
| Q3 25 | $107.7M | $13.1B | ||
| Q2 25 | $106.9M | $13.3B | ||
| Q1 25 | $98.3M | — | ||
| Q4 24 | $106.1M | $14.1B | ||
| Q3 24 | $97.7M | $13.9B | ||
| Q2 24 | $96.4M | $13.7B | ||
| Q1 24 | $101.4M | $13.5B |
| Q4 25 | — | 0.43× | ||
| Q3 25 | — | 0.43× | ||
| Q2 25 | — | 0.42× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.38× | ||
| Q3 24 | — | 0.39× | ||
| Q2 24 | — | 0.41× | ||
| Q1 24 | — | 0.42× |
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 | $418.7M |
| Free Cash FlowOCF − Capex | $3.0M | $372.4M |
| FCF MarginFCF / Revenue | 15.1% | 24.0% |
| Capex IntensityCapex / Revenue | 0.7% | 3.0% |
| Cash ConversionOCF / Net Profit | — | 1.64× |
| TTM Free Cash FlowTrailing 4 quarters | $5.3M | $1.4B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.2M | $418.7M | ||
| Q3 25 | $3.2M | $184.3M | ||
| Q2 25 | $-2.5M | $602.3M | ||
| Q1 25 | $2.9M | — | ||
| Q4 24 | $-2.6M | $579.7M | ||
| Q3 24 | $1.1M | $465.8M | ||
| Q2 24 | $311.0K | $362.2M | ||
| Q1 24 | $477.0K | $498.7M |
| Q4 25 | $3.0M | $372.4M | ||
| Q3 25 | $2.5M | $106.1M | ||
| Q2 25 | $-2.8M | $454.7M | ||
| Q1 25 | $2.7M | — | ||
| Q4 24 | $-2.7M | $434.8M | ||
| Q3 24 | $1.1M | $293.6M | ||
| Q2 24 | $264.0K | $207.7M | ||
| Q1 24 | $281.0K | $276.3M |
| Q4 25 | 15.1% | 24.0% | ||
| Q3 25 | 14.2% | 7.2% | ||
| Q2 25 | -17.2% | 31.5% | ||
| Q1 25 | 16.2% | — | ||
| Q4 24 | -17.3% | 25.2% | ||
| Q3 24 | 7.4% | 16.7% | ||
| Q2 24 | 1.8% | 12.0% | ||
| Q1 24 | 2.2% | 14.8% |
| Q4 25 | 0.7% | 3.0% | ||
| Q3 25 | 4.1% | 5.3% | ||
| Q2 25 | 2.2% | 10.2% | ||
| Q1 25 | 1.1% | — | ||
| Q4 24 | 0.3% | 8.4% | ||
| Q3 24 | 0.2% | 9.8% | ||
| Q2 24 | 0.3% | 8.9% | ||
| Q1 24 | 1.5% | 11.9% |
| Q4 25 | — | 1.64× | ||
| Q3 25 | — | 1.08× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.53× | ||
| Q3 24 | — | 1.16× | ||
| Q2 24 | — | 1.07× | ||
| Q1 24 | — | 1.10× |
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% |
ON
| Industrial Segment | $426.3M | 27% |
| Other End Markets Segment | $337.3M | 22% |
| Intelligent Sensing Segments | $284.0M | 18% |
| Direct Customers | $282.4M | 18% |
| Intelligent Sensing Group | $230.0M | 15% |
