Arm plc(US:ARM) Huan Qiu Wang Zi Xun·2025-11-06 05:41Core Insights - Arm reported a revenue of $1.14 billion for Q2 of FY2026, marking a 34% year-over-year increase and maintaining over $1 billion in revenue for three consecutive quarters [1][3] - The revenue breakdown shows royalty income of $620 million, up 21% year-over-year, indicating strong growth in core business, while licensing and other income reached $515 million, a significant increase of 56% compared to the previous year [1] Company Performance - The company's non-GAAP EPS exceeded previous guidance, reflecting a strong performance in the latest quarter [1] - CEO Rene Haas highlighted the robust demand for Arm's computing platform, particularly in the context of increasing workload complexity driven by new models and AI applications [3] Strategic Developments - Arm successfully signed three new CSS licensing agreements covering key areas such as smartphones, tablets, and data centers [3] - Samsung announced the integration of CSS technology in its Exynos chipsets, indicating that all four major Android smartphone manufacturers are now shipping devices equipped with this technology [3]