Arm QJun25
- Revenue down -15% q/q and up 12% y/y to $1.053B at 97.2% GM; 2nd straight $1B and 2nd highest ever quarter- Claims 50% of CPU share in top hyperscalers in CY25 vs 18% last year; can grow beyond that- Royalty driven by v9, CSS and DC- GPU IP commitment from a smartphone OEM through 2030Source: Sravan Kundojjala
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