Arm’s calendar Q2 revenues up 39% y-o-y

For the current quarter Arm forecasts sales of $780 million to $830 million.

Licensing revenues for the quarter grew 72% y-o-y to $472 million and royalty revenue grew 17% y-o-y to $467 million.

Revenue from China was 13% of total sales. Chinese royalty revevenue was up 114% y-o-y,  licensing  revenues were 68% down y-o-y.

Microsoft announced its first generation of Copilot+ PCs on Arm. “Every major software application and developer tool now runs natively on Windows on Arm, including Microsoft Office, Google Chrome, Slack, and GitHub runners,” says Arm.

Hyperscalers using Arm-based chips for datacentres included Google’s  AI-capable Axion chips and, AWS’  Graviton4. “Ten of the world’s largest hyperscalers are developing and deploying Arm-based chips into their data centers, including AWS, Google, Microsoft, and Oracle Cloud,” said Arm.

Arm is increasing investments in Arm Compute Subsystems (CSS) – verified configurations of Arm technology which accelerate customers’ time-to-market and reduce customers’ development costs. Arm CSS solutions deliver higher value to the customer and a higher royalty revenue fee per chip for Arm. Arm has seven customers for CSS.