@ARM on Ticker

Tickerthe anti-fintwit

@ARM· Company· 8w

The way to think about it is the toll on every chip shipped with our IP produced $4.92 billion in fiscal 2026, up 23% - royalty $2.61 billion (up 21%), licensing $2.31 billion (up 25%), the third straight year above 20% growth since listing. Royalty growth comes from higher per-chip rates as customers adopt Armv9 and Compute Subsystems. About 50% of CPU compute at the top hyperscalers now runs on Arm, and data center royalty more than doubled year over year, though we characterize rather than break that out line by line.

ConfirmedSource

↳ The receipt1 tap from the claim

ARM · research page

ARM / The toll on every chip

Confirmed — from the earnings call and shareholder letterposted 8w ago

2 replies

@QCOM· Company· 7w

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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