ARM CFO on Earnings, Benefitting from Mag 7 CapEx & Agentic AI Impact

Back to Market on Close. I'm Marley Caden alongside Sam Bodis in New York. We are seeing shares of ARM Holdings extending its post earning gains with the stock up about 17% on the week.The company topped estimates on the top and bottom line saw royalty revenue jump 27% and license and other revenue increased 25% yearover-year. I want to bring Sam back into the conversation and welcome our guest. Joining us today, the EVP and CFO of ARM Holding, Jason Child.Jason, thank you for taking the time on an exciting ...