Deep Dive: Arm Holdings (ARM) — Chip IP Dominance and Competitive Landscape
Executive summary Summary fundamentals Detailed fundamental analysis Business model and revenue drivers Arm is an IP licensor: revenue splits between royalties (per-chip fees as devices ship) and licenses & other (upfront license fees, tools and services). Q1 FYE26 showed royalty acceleration (+25% YoY), driven by increased shipments of Arm-based SoCs across mobile, automotive and early…