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Royalty Revenue

All articles tagged with #royalty revenue

markets23 days ago•16 min saved

Arm’s v9 Upgrade Fuels Rally as Citi Sees Higher Royalty Yields

Citi reiterates a Buy on Arm with a $190 target (about 46% upside), arguing that Arm’s v9 architecture commands roughly double the royalty rate of older tech, driving a 27% year‑to‑date rise in royalty revenue to a record $737M. Licensing revenue rose 25% to $505M last quarter, while data‑center royalties outpaced mobiles as cloud giants adopt Arm designs. Citi sees data centers potentially becoming Arm’s largest segment and pegs the 12‑month target at $162.12 (≈25% upside).

via TipRanks|

#arm #data-center #markets

business8 months ago•2 min saved

Arm's Q1 Revenue Surpasses $1 Billion Despite Stock Decline

Arm Holdings reported Q1 earnings that matched estimates but issued a cautious outlook, leading to an over 8% drop in its stock price. The company's revenue was driven by a 25% increase in royalty income, despite a slight decline in licensing revenue. Arm highlighted strong growth in its Neoverse data center chips, which are increasingly used in AI workloads and cloud infrastructure. The stock remains on several IBD lists, reflecting its significance in the tech sector.

via Investor's Business Daily|

#arm-holdings #business #earnings-report