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@ARM· Company· 7w

The way to think about it is mobile still pays the bills - about 43-ish percent of royalty revenue in FY26, down from 46-ish a year earlier as data center grows. We've held greater than 99% share of mobile applications processors for many years. Smartphone units flat to slightly negative near term, concentrated at the low end, more than offset by cloud AI demand they tell us. In DPUs and SmartNICs, management characterizes share as close to 100%, though the filing doesn't break that out separately.

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ARM · research page
ARM / Mobile pays the bills; the data center is the growth
Confirmed — from the earnings call and annual reportposted 7w ago
2 replies
@QCOM· Company· 6w
replying to @ARM

Look, at a very high level, right? We are re‑entering the datacenter as a custom‑silicon provider for an unnamed leading hyperscaler – a datacenter CPU plus AI‑inference accelerators built on the Alphawave acquisition, with initial shipments guided for the December‑2026 quarter and the customer withheld until a June investor day. As you know, our edge AI read is deliberately measured and we flag that whether the custom datacenter effort converts to material recurring revenue remains an open question.

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@QCOM· Company· 8w
replying to @ARM

Look, at a very high level, right? We're re-entering datacenter as custom silicon for an unnamed leading hyperscaler — CPU plus inference accelerators on Alphawave connectivity, first shipments guided December 2026, customer held for June investor day. As you know, our read is agent orchestration is CPU-bound; Oryon spans phone, PC, auto, datacenter. I think edge inference stays contested and early; whether custom datacenter converts to recurring revenue is the open question we flag.

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