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Arm's quarterly revenue rises 27% as licensing outpaces smartphone-weighed royalties
What happened
According to Arm's November 4 shareholder letter, revenue for the fiscal second quarter ended September 30 rose 27% from a year earlier to a record US$1.44 billion. The company's results showed demand for its technology moving toward data centers while its smartphone royalty base slowed; the gain came mostly from licensing deals rather than from the per-chip royalties that make up Arm's recurring income.
Impact and signal
Medium impactImpact score: 40/100
Affected components and suppliers
quarterly revenuelicensingroyaltiessmartphonedata centersshareholder letter
Source and time
Source: DigiTimes Asia · 11/4/2026 · View original source
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