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Side-by-side financial comparison of Arteris, Inc. (AIP) and Valens Semiconductor Ltd. (VLN). Click either name above to swap in a different company.
Arteris, Inc. is the larger business by last-quarter revenue ($20.1M vs $17.3M, roughly 1.2× Valens Semiconductor Ltd.). Arteris, Inc. runs the higher net margin — -42.2% vs -42.2%, a 0.0% gap on every dollar of revenue. On growth, Arteris, Inc. posted the faster year-over-year revenue change (30.0% vs 8.1%). Arteris, Inc. produced more free cash flow last quarter ($3.0M vs $-4.9M).
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...
Valens Semiconductor (Valens) is an Israeli fabless manufacturing company providing semiconductors for the automotive and audio-video industries. Valens provides semiconductor products for the distribution of uncompressed ultra-high-definition (UHD) multimedia content and in-vehicle connectivity applications. The company is a member of the MIPI Alliance and developed the first-to-market chipset that is compliant with the MIPI A-PHY standard. Valens invented the technology behind the HDBaseT s...
AIP vs VLN — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $20.1M | $17.3M |
| Net Profit | $-8.5M | $-7.3M |
| Gross Margin | 90.8% | 63.0% |
| Operating Margin | -42.0% | -46.4% |
| Net Margin | -42.2% | -42.2% |
| Revenue YoY | 30.0% | 8.1% |
| Net Profit YoY | -3.7% | 29.3% |
| EPS (diluted) | $-0.19 | $-0.07 |
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 | $17.3M | ||
| Q2 25 | $16.5M | $17.1M | ||
| Q1 25 | $16.5M | $16.8M | ||
| Q4 24 | $15.5M | — | ||
| Q3 24 | $14.7M | $16.0M | ||
| Q2 24 | $14.6M | $13.6M | ||
| Q1 24 | $12.9M | — |
| Q4 25 | $-8.5M | — | ||
| Q3 25 | $-9.0M | $-7.3M | ||
| Q2 25 | $-9.1M | $-7.2M | ||
| Q1 25 | $-8.1M | $-8.3M | ||
| Q4 24 | $-8.2M | — | ||
| Q3 24 | $-7.7M | $-10.4M | ||
| Q2 24 | $-8.3M | $-8.9M | ||
| Q1 24 | $-9.4M | — |
| Q4 25 | 90.8% | — | ||
| Q3 25 | 89.9% | 63.0% | ||
| Q2 25 | 89.4% | 63.5% | ||
| Q1 25 | 90.8% | 62.9% | ||
| Q4 24 | 89.8% | — | ||
| Q3 24 | 90.1% | 56.4% | ||
| Q2 24 | 90.0% | 61.4% | ||
| Q1 24 | 88.7% | — |
| Q4 25 | -42.0% | — | ||
| Q3 25 | -50.1% | -46.4% | ||
| Q2 25 | -50.0% | -43.3% | ||
| Q1 25 | -46.6% | -56.2% | ||
| Q4 24 | -45.9% | — | ||
| Q3 24 | -53.8% | -76.3% | ||
| Q2 24 | -51.1% | -69.2% | ||
| Q1 24 | -70.5% | — |
| Q4 25 | -42.2% | — | ||
| Q3 25 | -51.6% | -42.2% | ||
| Q2 25 | -55.3% | -42.1% | ||
| Q1 25 | -49.1% | -49.4% | ||
| Q4 24 | -53.0% | — | ||
| Q3 24 | -52.2% | -64.6% | ||
| Q2 24 | -57.2% | -65.2% | ||
| Q1 24 | -72.6% | — |
| Q4 25 | $-0.19 | — | ||
| Q3 25 | $-0.21 | $-0.07 | ||
| Q2 25 | $-0.22 | $-0.07 | ||
| Q1 25 | $-0.20 | $-0.08 | ||
| Q4 24 | $-0.19 | — | ||
| Q3 24 | $-0.20 | $-0.10 | ||
| Q2 24 | $-0.22 | $-0.08 | ||
| Q1 24 | $-0.25 | — |
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 | $93.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $-14.6M | $108.8M |
| Total Assets | $115.0M | $136.7M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $33.9M | — | ||
| Q3 25 | $39.0M | $93.5M | ||
| Q2 25 | $38.0M | $102.7M | ||
| Q1 25 | $42.3M | $112.5M | ||
| Q4 24 | $43.8M | — | ||
| Q3 24 | $48.7M | $133.1M | ||
| Q2 24 | $45.8M | $105.9M | ||
| Q1 24 | $44.8M | — |
| Q4 25 | $-14.6M | — | ||
| Q3 25 | $-11.4M | $108.8M | ||
| Q2 25 | $-7.5M | $116.5M | ||
| Q1 25 | $-4.8M | $128.6M | ||
| Q4 24 | $-1.2M | — | ||
| Q3 24 | $2.2M | $147.0M | ||
| Q2 24 | $5.3M | $153.5M | ||
| Q1 24 | $9.5M | — |
| Q4 25 | $115.0M | — | ||
| Q3 25 | $107.7M | $136.7M | ||
| Q2 25 | $106.9M | $144.8M | ||
| Q1 25 | $98.3M | $154.6M | ||
| Q4 24 | $106.1M | — | ||
| Q3 24 | $97.7M | $171.9M | ||
| Q2 24 | $96.4M | $175.8M | ||
| 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 | $-4.7M |
| Free Cash FlowOCF − Capex | $3.0M | $-4.9M |
| FCF MarginFCF / Revenue | 15.1% | -28.5% |
| Capex IntensityCapex / Revenue | 0.7% | 1.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $5.3M | $-11.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.2M | — | ||
| Q3 25 | $3.2M | $-4.7M | ||
| Q2 25 | $-2.5M | $-211.0K | ||
| Q1 25 | $2.9M | $-7.6M | ||
| Q4 24 | $-2.6M | — | ||
| Q3 24 | $1.1M | $3.0M | ||
| Q2 24 | $311.0K | $-225.0K | ||
| Q1 24 | $477.0K | — |
| Q4 25 | $3.0M | — | ||
| Q3 25 | $2.5M | $-4.9M | ||
| Q2 25 | $-2.8M | $-330.0K | ||
| Q1 25 | $2.7M | $-8.0M | ||
| Q4 24 | $-2.7M | — | ||
| Q3 24 | $1.1M | $2.2M | ||
| Q2 24 | $264.0K | $-460.0K | ||
| Q1 24 | $281.0K | — |
| Q4 25 | 15.1% | — | ||
| Q3 25 | 14.2% | -28.5% | ||
| Q2 25 | -17.2% | -1.9% | ||
| Q1 25 | 16.2% | -47.3% | ||
| Q4 24 | -17.3% | — | ||
| Q3 24 | 7.4% | 14.0% | ||
| Q2 24 | 1.8% | -3.4% | ||
| Q1 24 | 2.2% | — |
| Q4 25 | 0.7% | — | ||
| Q3 25 | 4.1% | 1.6% | ||
| Q2 25 | 2.2% | 0.7% | ||
| Q1 25 | 1.1% | 2.1% | ||
| Q4 24 | 0.3% | — | ||
| Q3 24 | 0.2% | 4.5% | ||
| Q2 24 | 0.3% | 1.7% | ||
| Q1 24 | 1.5% | — |
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% |
VLN
Segment breakdown not available.
