Earnings Call Summary | Arteris(AIP.US) Q2 2024 Earnings Conference
Earnings Call Summary | Arteris(AIP.US) Q2 2024 Earnings Conference
The following is a summary of the Arteris, Inc. (AIP) Q2 2024 Earnings Call Transcript:
以下是Arteris, Inc. (AIP) Q2 2024業績會議記錄摘要：
Financial Performance:
金融業績：
Arteris reported Q2 2024 revenue of $14.6 million, a 13% sequential increase, driven by strong deal activity.
Gross margin reached 90% on a GAAP basis and 92% on a non-GAAP basis.
Free cash flow was positive at $300,000, aligning with the company's objectives.
Arteris報告了2024年Q2 1460萬美元的營業收入，同比增長13%，這是由於交易活動強勁驅動。
毛利率達到GAAP基礎的90%，非GAAP基礎的92%。
自由現金流爲正30萬美元，符合公司的目標。
Business Progress:
業務進展：
The company achieved a record annual contract value plus royalties of $60.1 million in Q2, driven by strong demand in AI-driven Automotive and Enterprise Computing SoC Solutions.
Arteris expanded its customer base, signing contracts with seven new customers, including two leading global automotive OEMs.
The company anticipates a strengthened IP ecosystem and continued adoption in AI and ML electronics, with pivotal developments including the expansion to support Armv9 processors and an ecosystem partnership in ADAS Technology.
本季度公司實現了6010萬美元的年合同價值加版稅創紀錄，這是由於AI驅動的汽車和企業計算SoC解決方案需求強勁推動。
Arteris擴大了客戶群體，與7家新客戶簽訂合同，其中包括2家領先的全球汽車原始設備製造商。
公司預計強化IP生態系統並在AI和ML電子領域繼續採用，關鍵發展包括擴展支持Armv9處理器和在ADAS技術方面的生態系統合作伙伴關係。
Opportunities:
機會：
Arteris is capitalizing on robust demand for Automotive AI and the expanding requirements in enterprise computing, evidenced by significant licensing in these segments.
The company's participation in various technology verticals and their readiness to accommodate evolving processor ecosystems like Arm and RISC-V positions them to capture broader market opportunities.
Arteris正在利用汽車AI的強勁需求和企業計算不斷擴大的要求，這在這些領域的出色許可證明中有所體現。
公司參與各種技術領域，並準備好適應Arm和RISC-V等不斷髮展的處理器生態系統，這使其能夠捕捉更廣泛的市場機遇。
Risks:
風險：
The semi-conductor industry is experiencing certain cyclicality and budget constraints, potentially impacting licensing activity and new chip projects across the sector.
Despite Arteris not having major impacts on design activity currently, prolonged industry-wide pressures could potentially alter future revenue and growth patterns.
半導體行業正經歷某些週期性，預算限制，可能會影響整個行業的許可活動和新芯片項目。
儘管Arteris目前對設計活動沒有重大影響，但長時間的行業壓力可能會改變未來的收入和增長模式。
More details: Arteris IR
更多詳細信息：Arteris IR
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
提示：如需更全面的詳情，請參閱投資人關係網站。本文僅供投資者參考，不作任何指引或建議。
譯文內容由第三人軟體翻譯。