Note sull'episodio
Arm Holdings plc, a leading provider of semiconductor technology, has released its financial results for the second quarter of fiscal year 2025, showcasing strong performance. Revenue rose 5% year-over-year to $844 million, driven by record royalty revenue and continued growth in license revenue. Royalty revenue, up 23% year-over-year to $514 million, was boosted by the smartphone market recovery and increased adoption of Armv9 technology. License and other revenue decreased 15% to $330 million, reflecting normal fluctuations in licensing agreements. Despite this, Arm saw significant growth in demand for Arm Compute Subsystems (CSS), with more than double the number of licensees compared to the previous year. Arm's focus on AI-driven solutions and its commitment to a powerful and energy-efficient compute ecosystem continue to drive its success.