Arm's sales outlook falls short of investor hopes for AI growth

Arm reported quarterly revenue of $1.44 billion, up 27%, driven by data center demand, according to Quartz. Bloomberg reported that the chip designer's forecast for the current period disappointed investors, whose expectations for its expansion into the AI data center market remain higher than the company has met.

• License revenue increased 50%, according to Quartz.
• Royalty revenue rose 8%, according to Quartz.

Covered by 4 publishers within 3 hours of the first report: 3 news reports and 1 from the company.

• Arm: Arm delivers a record second quarter, reaching $1.44 billion in total revenue
• Latest 6:44 PM ET DigiTimes: Arm's quarterly revenue rises 27% as licensing outpaces smartphone-weighed royalties

Reporting3

BL Bloomberg Arm Fails to Impress Investors With AI-Fueled Sales Forecast · Ian King 4:05 PM

QZ Quartz Arm Holdings beat revenue expectations thanks to data center demand · Colleen Cabili 4:36 PM

DT DigiTimes Arm's quarterly revenue rises 27% as licensing outpaces smartphone-weighed royalties · DIGITIMES 6:44 PM

From the company1

ARM Arm Arm Holdings plc reports results for the second quarter of the fiscal year ending 2027 · anonymous 4:05 PM

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Topics Data centers