Arm plc(US:ARM)2025-07-30 21:00Financial 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]