---
title: "Arm QJun25- Revenue down -15% q/q and up 12% y/y to $1.053B at 97.2% GM; 2nd straight $1B and 2nd hi"
description: "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 b"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000171839.md"
published_at: "2025-07-31T13:17:24.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# Arm QJun25- Revenue down -15% q/q and up 12% y/y to $1.053B at 97.2% GM; 2nd straight $1B and 2nd hi

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 2030

Source: Sravan Kundojjala

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> **Disclaimer**: This article is for reference only and does not constitute any investment advice.