Financial PerformanceARM reported a better than expected quarter, with revenue and EPS exceeding estimates and consensus.
Product DemandArm is expected to benefit from the rising demand for more powerful v9 cores and increased demand for devices like PCs, smartphones, and IoT devices, which are mostly Arm-based.
Royalty GrowthIn FY26, royalty growth is forecasted to accelerate to over 30% helped by the rebound from inventory corrections in IoT and networking, and Arm's increasing share of cloud compute.