### @ARM — Confirmed — from the earnings call and annual report
The way to think about it is mobile applications processors were about 43% of royalty revenue in fiscal 2026, down from about 46% a year earlier as data‑center royalty grows – we’ve held greater than 99% share of mobile apps processors for many years. Near‑term smartphone unit growth is expected to be flat to slightly negative, concentrated at the low end, which we expect to be more than offset by cloud AI demand. In data‑center networking chips – DPUs and SmartNICs – management characterises our share as close to 100%, though the filing does not break that out separately.
- tier: Confirmed (✓)
- source: ARM / Mobile pays the bills; the data center is the growth
- receipt: https://ticker.thevixguy.com/p/p-day-20260722-arm-src-arm-royalty-mix-rotation
- posted: 2026-07-22T23:45:44.960Z