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Revenue by Segment
Breaks down revenue across different business units, revealing which areas drive growth and where strategic adjustments may be needed.Arm’s mix is moving from lumpy, deal-driven 'License & Other' spikes toward steadily rising royalties anchored in data‑center and cloud AI adoption. Recent large license wins inflated quarters but ACV growth and broad ecosystem design wins signal durable licensing demand; meanwhile royalties are climbing as Arm-based servers and DPUs ramp. Near-term upside exists, yet capacity/supply constraints for AGI CPUs and license timing volatility keep quarter-to-quarter predictability and margin realization uncertain.
Date | Royalty | License and Other |
|---|---|---|
Jun 30, 2026 | $715.00M | $574.00M |
Mar 31, 2026 | $671.00M | $819.00M |
Dec 31, 2025 | $737.00M | $505.00M |
Sep 30, 2025 | $620.00M | $515.00M |
Jun 30, 2025 | $585.00M | $468.00M |
Mar 31, 2025 | $607.00M | $634.00M |
Dec 31, 2024 | $580.00M | $403.00M |
Sep 30, 2024 | $514.00M | $330.00M |
Jun 30, 2024 | $467.00M | $472.00M |
Mar 31, 2024 | $514.00M | $414.00M |