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Side-by-side financial comparison of Arteris, Inc. (AIP) and Owlet, Inc. (OWLT). Click either name above to swap in a different company.
Owlet, Inc. is the larger business by last-quarter revenue ($26.6M vs $20.1M, roughly 1.3× Arteris, Inc.). Owlet, Inc. runs the higher net margin — -34.6% vs -42.2%, a 7.6% gap on every dollar of revenue. On growth, Arteris, Inc. posted the faster year-over-year revenue change (30.0% vs 29.6%). Arteris, Inc. produced more free cash flow last quarter ($3.0M vs $-651.0K). Over the past eight quarters, Owlet, Inc.'s revenue compounded faster (34.2% CAGR vs 24.7%).
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...
Owlet, Inc. is a pediatric health technology firm that develops smart wearable monitoring products for infants, most notably its signature smart sock that tracks real-time heart rate, oxygen levels, and sleep metrics. It serves global consumer markets across North America, Europe, and Asia-Pacific, distributing products via direct-to-consumer e-commerce and partnered retail outlets, focused on supporting parental peace of mind and infant health safety.
AIP vs OWLT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $20.1M | $26.6M |
| Net Profit | $-8.5M | $-9.2M |
| Gross Margin | 90.8% | 47.6% |
| Operating Margin | -42.0% | -18.4% |
| Net Margin | -42.2% | -34.6% |
| Revenue YoY | 30.0% | 29.6% |
| Net Profit YoY | -3.7% | -1.5% |
| EPS (diluted) | $-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.
| Q4 25 | $20.1M | $26.6M | ||
| Q3 25 | $17.4M | $32.0M | ||
| Q2 25 | $16.5M | $26.1M | ||
| Q1 25 | $16.5M | $21.1M | ||
| Q4 24 | $15.5M | $20.5M | ||
| Q3 24 | $14.7M | $22.1M | ||
| Q2 24 | $14.6M | $20.7M | ||
| Q1 24 | $12.9M | $14.8M |
| Q4 25 | $-8.5M | $-9.2M | ||
| Q3 25 | $-9.0M | $4.1M | ||
| Q2 25 | $-9.1M | $-37.6M | ||
| Q1 25 | $-8.1M | $3.0M | ||
| Q4 24 | $-8.2M | $-9.1M | ||
| Q3 24 | $-7.7M | $-5.6M | ||
| Q2 24 | $-8.3M | $-1.1M | ||
| Q1 24 | $-9.4M | $3.3M |
| Q4 25 | 90.8% | 47.6% | ||
| Q3 25 | 89.9% | 50.6% | ||
| Q2 25 | 89.4% | 51.3% | ||
| Q1 25 | 90.8% | 53.7% | ||
| Q4 24 | 89.8% | 53.5% | ||
| Q3 24 | 90.1% | 52.2% | ||
| Q2 24 | 90.0% | 49.5% | ||
| Q1 24 | 88.7% | 44.4% |
| Q4 25 | -42.0% | -18.4% | ||
| Q3 25 | -50.1% | 3.8% | ||
| Q2 25 | -50.0% | -7.4% | ||
| Q1 25 | -46.6% | -12.7% | ||
| Q4 24 | -45.9% | -36.2% | ||
| Q3 24 | -53.8% | -21.8% | ||
| Q2 24 | -51.1% | -10.8% | ||
| Q1 24 | -70.5% | -39.0% |
| Q4 25 | -42.2% | -34.6% | ||
| Q3 25 | -51.6% | 12.9% | ||
| Q2 25 | -55.3% | -144.4% | ||
| Q1 25 | -49.1% | 14.3% | ||
| Q4 24 | -53.0% | -44.2% | ||
| Q3 24 | -52.2% | -25.4% | ||
| Q2 24 | -57.2% | -5.5% | ||
| Q1 24 | -72.6% | 22.2% |
| Q4 25 | $-0.19 | — | ||
| Q3 25 | $-0.21 | $-0.06 | ||
| Q2 25 | $-0.22 | $-2.37 | ||
| Q1 25 | $-0.20 | $0.11 | ||
| Q4 24 | $-0.19 | $-0.15 | ||
| Q3 24 | $-0.20 | $-0.61 | ||
| Q2 24 | $-0.22 | $-0.30 | ||
| Q1 24 | $-0.25 | $-0.51 |
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 | $35.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $-14.6M | $19.0M |
| Total Assets | $115.0M | $85.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $33.9M | $35.5M | ||
| Q3 25 | $39.0M | $23.8M | ||
| Q2 25 | $38.0M | $21.8M | ||
| Q1 25 | $42.3M | $16.3M | ||
| Q4 24 | $43.8M | $20.2M | ||
| Q3 24 | $48.7M | $21.6M | ||
| Q2 24 | $45.8M | $15.4M | ||
| Q1 24 | $44.8M | $18.4M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | $2.1M | ||
| Q1 24 | — | $4.0M |
| Q4 25 | $-14.6M | $19.0M | ||
| Q3 25 | $-11.4M | $-54.1M | ||
| Q2 25 | $-7.5M | $-59.2M | ||
| Q1 25 | $-4.8M | $-25.8M | ||
| Q4 24 | $-1.2M | $-29.8M | ||
| Q3 24 | $2.2M | $-21.5M | ||
| Q2 24 | $5.3M | $-33.4M | ||
| Q1 24 | $9.5M | $-32.9M |
| Q4 25 | $115.0M | $85.6M | ||
| Q3 25 | $107.7M | $74.9M | ||
| Q2 25 | $106.9M | $63.5M | ||
| Q1 25 | $98.3M | $51.4M | ||
| Q4 24 | $106.1M | $49.5M | ||
| Q3 24 | $97.7M | $56.1M | ||
| Q2 24 | $96.4M | $45.9M | ||
| Q1 24 | $101.4M | $43.8M |
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 | $-452.0K |
| Free Cash FlowOCF − Capex | $3.0M | $-651.0K |
| FCF MarginFCF / Revenue | 15.1% | -2.5% |
| Capex IntensityCapex / Revenue | 0.7% | 0.7% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $5.3M | $-11.1M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.2M | $-452.0K | ||
| Q3 25 | $3.2M | $-2.2M | ||
| Q2 25 | $-2.5M | $-2.2M | ||
| Q1 25 | $2.9M | $-5.9M | ||
| Q4 24 | $-2.6M | $3.0M | ||
| Q3 24 | $1.1M | $-7.5M | ||
| Q2 24 | $311.0K | $-3.4M | ||
| Q1 24 | $477.0K | $-3.4M |
| Q4 25 | $3.0M | $-651.0K | ||
| Q3 25 | $2.5M | $-2.2M | ||
| Q2 25 | $-2.8M | $-2.3M | ||
| Q1 25 | $2.7M | $-5.9M | ||
| Q4 24 | $-2.7M | $3.0M | ||
| Q3 24 | $1.1M | $-7.5M | ||
| Q2 24 | $264.0K | $-3.4M | ||
| Q1 24 | $281.0K | — |
| Q4 25 | 15.1% | -2.5% | ||
| Q3 25 | 14.2% | -6.8% | ||
| Q2 25 | -17.2% | -8.8% | ||
| Q1 25 | 16.2% | -28.1% | ||
| Q4 24 | -17.3% | 14.5% | ||
| Q3 24 | 7.4% | -33.9% | ||
| Q2 24 | 1.8% | -16.3% | ||
| Q1 24 | 2.2% | — |
| Q4 25 | 0.7% | 0.7% | ||
| Q3 25 | 4.1% | 0.0% | ||
| Q2 25 | 2.2% | 0.2% | ||
| Q1 25 | 1.1% | 0.0% | ||
| Q4 24 | 0.3% | 0.2% | ||
| Q3 24 | 0.2% | 0.0% | ||
| Q2 24 | 0.3% | 0.0% | ||
| Q1 24 | 1.5% | 0.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | -0.52× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -1.96× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | -1.03× |
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% |
OWLT
| US | $22.7M | 85% |
| Non Us | $3.2M | 12% |
| Other | $651.0K | 2% |
