### @ARM — Confirmed — from the earnings call and shareholder letter
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.
- tier: Confirmed (✓)
- source: ARM / The toll on every chip
- receipt: https://ticker.thevixguy.com/p/p-day-20260721-arm-src-arm-royalty-licensing-model-ingest
- posted: 2026-07-21T11:34:53.798Z