vs
Arteris, Inc.（AIP）与阿卡迈（AKAM）财务数据对比。点击上方公司名可切换其他公司
阿卡迈的季度营收约是Arteris, Inc.的54.4倍（$1.1B vs $20.1M）。阿卡迈净利率更高（7.8% vs -42.2%，领先50.0%）。Arteris, Inc.同比增速更快（30.0% vs 7.4%）。阿卡迈自由现金流更多（$234.9M vs $3.0M）。过去两年Arteris, Inc.的营收复合增速更高（24.7% vs 5.3%）
Arteris公司是一家跨国科技企业，总部位于美国加利福尼亚州坎贝尔，主营片上网络（NoC）知识产权以及系统芯片（SoC）集成自动化软件的研发，产品用于各类半导体芯片与芯粒设计，客户覆盖汽车电子、人工智能、机器学习、企业计算、通信、消费电子、工业以及航空航天国防等多个领域。
阿卡迈是全球领先的云服务提供商，业务覆盖美国及全球其他地区，可为客户提供内容与商业应用的安全防护、分发及性能优化服务。其云解决方案能保障基础设施、网站、应用、API及用户免受各类网络攻击，同时提升运行效率，还可针对动态网站、应用及媒体场景提供Web与移动端性能优化方案。
AIP vs AKAM — 直观对比
营收规模更大
AKAM
是对方的54.4倍
$20.1M
营收增速更快
AIP
高出22.7%
7.4%
净利率更高
AKAM
高出50.0%
-42.2%
自由现金流更多
AKAM
多$231.9M
$3.0M
两年增速更快
AIP
近两年复合增速
5.3%
损益表 — Q4 2025 vs Q4 2025
| 指标 | | |
|---|---|---|
| 营收 | $20.1M | $1.1B |
| 净利润 | $-8.5M | $85.1M |
| 毛利率 | 90.8% | 58.7% |
| 营业利润率 | -42.0% | 8.7% |
| 净利率 | -42.2% | 7.8% |
| 营收同比 | 30.0% | 7.4% |
| 净利润同比 | -3.7% | -39.2% |
| 每股收益（稀释后） | $-0.19 | $0.57 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收AIPAKAM
| Q4 25 | $20.1M | $1.1B | ||
| Q3 25 | $17.4M | $1.1B | ||
| Q2 25 | $16.5M | $1.0B | ||
| Q1 25 | $16.5M | $1.0B | ||
| Q4 24 | $15.5M | $1.0B | ||
| Q3 24 | $14.7M | $1.0B | ||
| Q2 24 | $14.6M | $979.6M | ||
| Q1 24 | $12.9M | $987.0M |
净利润AIPAKAM
| Q4 25 | $-8.5M | $85.1M | ||
| Q3 25 | $-9.0M | $140.2M | ||
| Q2 25 | $-9.1M | $103.6M | ||
| Q1 25 | $-8.1M | $123.2M | ||
| Q4 24 | $-8.2M | $139.9M | ||
| Q3 24 | $-7.7M | $57.9M | ||
| Q2 24 | $-8.3M | $131.7M | ||
| Q1 24 | $-9.4M | $175.4M |
毛利率AIPAKAM
| Q4 25 | 90.8% | 58.7% | ||
| Q3 25 | 89.9% | 59.3% | ||
| Q2 25 | 89.4% | 59.1% | ||
| Q1 25 | 90.8% | 58.7% | ||
| Q4 24 | 89.8% | 59.4% | ||
| Q3 24 | 90.1% | 59.3% | ||
| Q2 24 | 90.0% | 58.9% | ||
| Q1 24 | 88.7% | 60.0% |
营业利润率AIPAKAM
| Q4 25 | -42.0% | 8.7% | ||
| Q3 25 | -50.1% | 15.7% | ||
| Q2 25 | -50.0% | 14.5% | ||
| Q1 25 | -46.6% | 15.2% | ||
| Q4 24 | -45.9% | 14.5% | ||
| Q3 24 | -53.8% | 7.0% | ||
| Q2 24 | -51.1% | 15.1% | ||
| Q1 24 | -70.5% | 16.9% |
净利率AIPAKAM
| Q4 25 | -42.2% | 7.8% | ||
| Q3 25 | -51.6% | 13.3% | ||
| Q2 25 | -55.3% | 9.9% | ||
| Q1 25 | -49.1% | 12.1% | ||
| Q4 24 | -53.0% | 13.7% | ||
| Q3 24 | -52.2% | 5.8% | ||
| Q2 24 | -57.2% | 13.4% | ||
| Q1 24 | -72.6% | 17.8% |
每股收益（稀释后）AIPAKAM
| Q4 25 | $-0.19 | $0.57 | ||
| Q3 25 | $-0.21 | $0.97 | ||
| Q2 25 | $-0.22 | $0.71 | ||
| Q1 25 | $-0.20 | $0.82 | ||
| Q4 24 | $-0.19 | $0.92 | ||
| Q3 24 | $-0.20 | $0.38 | ||
| Q2 24 | $-0.22 | $0.86 | ||
| Q1 24 | $-0.25 | $1.11 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $33.9M | $1.2B |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $-14.6M | $5.0B |
| 总资产 | $115.0M | $11.5B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资AIPAKAM
| Q4 25 | $33.9M | $1.2B | ||
| Q3 25 | $39.0M | $1.1B | ||
| Q2 25 | $38.0M | $966.6M | ||
| Q1 25 | $42.3M | $1.3B | ||
| Q4 24 | $43.8M | $1.6B | ||
| Q3 24 | $48.7M | $1.7B | ||
| Q2 24 | $45.8M | $1.6B | ||
| Q1 24 | $44.8M | $1.7B |
股东权益AIPAKAM
| Q4 25 | $-14.6M | $5.0B | ||
| Q3 25 | $-11.4M | $4.7B | ||
| Q2 25 | $-7.5M | $4.5B | ||
| Q1 25 | $-4.8M | $4.6B | ||
| Q4 24 | $-1.2M | $4.9B | ||
| Q3 24 | $2.2M | $4.8B | ||
| Q2 24 | $5.3M | $4.8B | ||
| Q1 24 | $9.5M | $4.6B |
总资产AIPAKAM
| Q4 25 | $115.0M | $11.5B | ||
| Q3 25 | $107.7M | $10.8B | ||
| Q2 25 | $106.9M | $10.5B | ||
| Q1 25 | $98.3M | $10.0B | ||
| Q4 24 | $106.1M | $10.4B | ||
| Q3 24 | $97.7M | $10.2B | ||
| Q2 24 | $96.4M | $10.1B | ||
| Q1 24 | $101.4M | $9.9B |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $3.2M | $366.6M |
| 自由现金流经营现金流 - 资本支出 | $3.0M | $234.9M |
| 自由现金流率自由现金流/营收 | 15.1% | 21.5% |
| 资本支出强度资本支出/营收 | 0.7% | 12.0% |
| 现金转化率经营现金流/净利润 | — | 4.31× |
| 过去12个月自由现金流最近4个季度 | $5.3M | $1.0B |
8季度趋势，按日历期对齐
经营现金流AIPAKAM
| Q4 25 | $3.2M | $366.6M | ||
| Q3 25 | $3.2M | $441.8M | ||
| Q2 25 | $-2.5M | $459.1M | ||
| Q1 25 | $2.9M | $251.2M | ||
| Q4 24 | $-2.6M | $343.8M | ||
| Q3 24 | $1.1M | $392.5M | ||
| Q2 24 | $311.0K | $431.0M | ||
| Q1 24 | $477.0K | $351.9M |
自由现金流AIPAKAM
| Q4 25 | $3.0M | $234.9M | ||
| Q3 25 | $2.5M | $329.1M | ||
| Q2 25 | $-2.8M | $313.6M | ||
| Q1 25 | $2.7M | $133.4M | ||
| Q4 24 | $-2.7M | $250.9M | ||
| Q3 24 | $1.1M | $279.7M | ||
| Q2 24 | $264.0K | $340.0M | ||
| Q1 24 | $281.0K | $258.1M |
自由现金流率AIPAKAM
| Q4 25 | 15.1% | 21.5% | ||
| Q3 25 | 14.2% | 31.2% | ||
| Q2 25 | -17.2% | 30.1% | ||
| Q1 25 | 16.2% | 13.1% | ||
| Q4 24 | -17.3% | 24.6% | ||
| Q3 24 | 7.4% | 27.8% | ||
| Q2 24 | 1.8% | 34.7% | ||
| Q1 24 | 2.2% | 26.2% |
资本支出强度AIPAKAM
| Q4 25 | 0.7% | 12.0% | ||
| Q3 25 | 4.1% | 10.7% | ||
| Q2 25 | 2.2% | 13.9% | ||
| Q1 25 | 1.1% | 11.6% | ||
| Q4 24 | 0.3% | 9.1% | ||
| Q3 24 | 0.2% | 11.2% | ||
| Q2 24 | 0.3% | 9.3% | ||
| Q1 24 | 1.5% | 9.5% |
现金转化率AIPAKAM
| Q4 25 | — | 4.31× | ||
| Q3 25 | — | 3.15× | ||
| Q2 25 | — | 4.43× | ||
| Q1 25 | — | 2.04× | ||
| Q4 24 | — | 2.46× | ||
| Q3 24 | — | 6.78× | ||
| Q2 24 | — | 3.27× | ||
| Q1 24 | — | 2.01× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
AIP
| License And Maintenance | $17.5M | 87% |
| Variable Royalties And Other | $2.6M | 13% |
AKAM
| Security | $592.4M | 54% |
| Delivery | $311.1M | 28% |
| Cloud Computing | $191.4M | 17% |
