Arm licenses its technology to a wide network of partners, including device makers, cloud companies, and chip designers. Those partners use Arm’s blueprints to build their own processors, paying upfront fees and ongoing royalties on every chip shipped. This structure allows Arm to benefit from massive global demand without the heavy capital investment required to run fabrication plants. But the story is starting to evolve.Since its founding in 1990, Arm Holdings has taken a very different path from most chi ...

Arm (NasdaqGS:ARM) Conference March 24, 2026 01:00 PM ET Company ParticipantsCharlie Kawwas - PresidentJongwook Kye - EVPKevin Weil - Chief Product OfficerMatt Garman - CEOMohamed Awad - EVP of Cloud AIPaul Saab - Software EngineerRani Borkar - PresidentRene Haas - CEOSantosh Janardhan - Head of Global InfrastructureNone - Company RepresentativeNone - Company RepresentativeNone - Video NarratorRene HaasSuch a nice warm welcome. Thank you. Welcome to our live stream audience watching the Arm Everywhere event ...

Arm (NasdaqGS:ARM) Conference March 24, 2026 01:00 PM ET Speaker1Please welcome Arm's Chief Executive Officer, Rene Haas.Speaker4Such a nice, warm welcome. Thank you. Welcome to our live stream audience, watching the Arm Everywhere event. I don't think we've ever done a live stream event like this. To the folks here, in the audience, thank you so much for coming to the historic Fort Mason. You may not know that Fort Mason, here in California was actually a official defense site for the Civil War. This is wh ...

Core Insights - Arm Holdings has established itself as a leading AI stock with its share price tripling since its public debut, supported by partnerships with major tech companies [1] Financial Performance - Arm reported a 34% increase in overall revenue to $1.14 billion, exceeding expectations of $1.06 billion [5] - Royalty revenue rose by 21% to $620 million, driven by growth in smartphones, data centers, automotive, and IoT [5] - Licensing revenue surged 56% to $515 million, influenced by significant new deals, including one with a Chinese customer [6] - Adjusted operating income increased by 43% to $467 million, and adjusted EPS improved by 30% to $0.39, surpassing the consensus estimate of $0.33 [7] Market Position - Arm holds over 99% market share in smartphones and is expanding in data centers, where energy efficiency is crucial [2] - The company is uniquely positioned as it serves multiple end markets, from cloud to edge devices [6] Growth Drivers - The growth of Compute Subsystems (CSS), which integrates CPUs with other components like memory and GPUs, is a significant driver for Arm's expansion [8]

Financial Highlights - Total revenue reached $1053 million, a 12% year-over-year increase[11] - Royalty revenue grew to $585 million, up 25% year-over-year, driven by Armv9 architecture adoption and increased data center usage[25] - License and other revenue totaled $468 million, a 1% year-over-year decrease due to timing fluctuations[25] - Non-GAAP operating expenses were $619 million[11] - Trailing 12 months Non-GAAP free cash flow was $597 million[11] Market and Technology Trends - Arm forecasts its market share with top hyperscalers will approach 50% in 2025[13] - Over 70000 customers are using Arm-based chips in data centers[13] - The company has shipped over 325 billion Arm-based chips since 1990[12] - Arm's customers shipped 2x the number of chips in FYE25 than in FYE16[17] Future Outlook - Q2 FYE26 revenue is projected to be between $101 billion and $111 billion[47] - Q2 FYE26 Non-GAAP operating expense is expected to be approximately $655 million[47] - Q2 FYE26 Non-GAAP fully diluted earnings per share are projected to be between $029 and $037[47]