ARM's Dual-Sided Network Effect Solidifies Its Dominance

Key Takeaways ARM's architecture links developers and hardware makers in a self-reinforcing ecosystem.ARM's broad software support drives manufacturer adoption and expands its device footprint.ARM's stock is up 13.5% YTD, trades at 26x sales, and sees rising fiscal 2026 earnings estimates.Arm Holdings plc's (ARM) competitive edge rests on a powerful dual-sided network effect that links software creators and hardware makers in a self-reinforcing loop.The company’s architecture has become the default choice f ...