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Annual Contract Value
Measures the total value of recurring contracts over a year, indicating the company's ability to secure long-term revenue streams and customer commitment.Annual Contract Value has roughly doubled since 2021 and accelerated in 2025, driven by expanding royalty streams and broader adoption of FlexNoC/Ncore; Q4 produced a record ACV+royalties, bolstered by a partially one‑time royalty pickup but also by a meaningful increase in large royalty reporters. RPO of $117M supports continued ACV growth and management targets a $100–104M exit in 2026, yet only ~50% of RPO is expected to convert next year and the Cycuity acquisition adds ~$7M while creating short‑term margin/recognition drag.
Date | Annual Contract Value |
|---|---|
Jun 30, 2026 | $90.90M |
Mar 31, 2026 | $84.90M |
Dec 31, 2025 | $83.60M |
Sep 30, 2025 | $69.40M |
Jun 30, 2025 | $63.90M |
Mar 31, 2025 | $62.10M |
Dec 31, 2024 | $60.70M |
Sep 30, 2024 | $56.40M |
Jun 30, 2024 | $56.10M |
Mar 31, 2024 | $53.50M |