Arm Holdings plc American (ARM) Q2 2025 Earnings Report

In the second quarter of fiscal 2025, Arm Holdings plc (ARM) reported a total revenue of $844 million, surpassing analysts' expectations and reflecting a solid growth trajectory, particularly in its royalty revenues, which rose 23% year-over-year. This growth was fueled by the increasing adoption of Arm's v9 architecture, particularly in mobile technologies, where royalty revenue from smartphones increased an impressive 40% despite only a 4% growth in unit sales. The company continues to capitalize on the expanding AI landscape, positioning itself as a crucial player across various sectors including data centers and automotive. Management remains optimistic, reasserting full-year revenue guidance between $3.8 billion and $4.1 billion.