For the current quarter Arm forecasts sales of $780 million to $830 million.

Licensing revenues for the quarter grew 72% y-o-y to $472 million and royalty revenue grew 17% y-o-y to $467 million.

Revenue from China was 13% of total sales. Chinese royalty revevenue was up 114% y-o-y, licensing revenues were 68% down y-o-y.

Microsoft announced its first generation of Copilot+ PCs on Arm. “Every major software applicationArm’s calendar Q2 revenues up 39% y-o-y and developer tool now runs natively on Windows on Arm, including Microsoft Office, Google Chrome, Slack, and GitHub runners,” says Arm.

Hyperscalers using Arm-based chips for datacentres included Google’s AI-capable Axion chips and, AWS’ Graviton4. “Ten of the world’s largest hyperscalers are developing and deploying Arm-based chips into their data centers, including AWS, Google, Microsoft, and Oracle Cloud,” said Arm.

Arm is increasing investments in Arm Compute Subsystems (CSS) – verified configurations of Arm technology which accelerate customers’ time-to-market and reduce customers’ development costs. Arm CSS solutions deliver higher value to the customer and a higher royalty revenue fee per chip for Arm. Arm has seven customers for CSS.

By: DocMemory
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