Arm Beats Q2 Revenue Estimates on AI and Data-Center Demand
Arm Holdings surpassed Wall Street's second-quarter revenue estimates, driven by increased royalty payments and licensing fees from customers using its chip architecture in AI computing products. Its server-chip architecture accounted for over 50% of deployments at major cloud providers in 2025, expected to exceed 60% by 2026. Revenue from royalties rose 8% to $670 million, reflecting strong demand amid the AI boom.
ET Tech·



