Arm Watch posted an update
Arm’s data-centre royalty revenue more than doubled year on year in its latest reported quarter, according to Ad Hoc News, citing a Yahoo Finance analysis. The figure points to growing importance for cloud and AI infrastructure in Arm’s business mix.
Why it mattersArm’s second-quarter results are due after the US market closes on 4 November. The company’s guidance is for revenue of $1.38 billion, plus or minus $50 million, and low-teens royalty revenue growth, as reported by Yahoo Finance.
Discuss: When Arm reports on 4 November, should investors focus more on data-centre royalty growth or on whether its new chips can be supplied at scale?
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