Arm QDec 25
- Revenue up 26% y/y to $1.24B; 4th straight quarter of billion dollar rev- $1.47 rev guidance for QMar; royalties to be up low-teens y/y; licensing high-teens- 20% + rev growth in F26 and F27- Royalty revenue up 27% y/y to $737M, driven by units, higher smartphone royalty per chip and DCSource: Sravan Kundojjala
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