Electronics Weekly
Full year revenues exceeded $4 billion and full year royalty revenue exceeded $2 billion for the first time.
The forecast for the current quarter (Arm’s fiscal Q1) is for sales of $1 billion to $1.1 billion.
Smartphone units rose only slightly, but smartphone revenues rose 30% in the quarter as more system-intensive designs commanding higher royalties were used. “We’ve seen a big delta between our royalties on smartphones and unit growth,” said CEO Renee Haas.
“New AI hardware, the rise of AI agents, and the emergence of smaller, more 
efficient language models are unlocking new AI use-cases in data centres,” says an Arm statement, “we have seen AI workloads – especially inference – migrate from the cloud to the edge, driven by the need for faster response times, enhanced privacy, and reduced energy consumption.”
“With more AI software being written first for Arm-based chips, we expect close to 50% of all new server chips shipped to top hyperscalers this year will be Arm-based,” added Arm, “we are building sophisticated and often custom silicon based on Arm CPU, GPU, and NPU technologies from the cloud to the edge, and this is driving our royalty revenue growth.”
