- Total revenue: $983M, +19% YoY
- Record royalty revenue of $580M, +23% YoY
- Non-GAAP operating margin increased to 45.0% from 43.8% YoY
CEO Rene Haas: "With our high-performance, energy efficient, flexible technology, Arm is a key enabler in advancing AI innovation and transforming the user experience, from the edge to the cloud."
🌱Revenue & Growth
- Revenue from external customers: $698M, +21% YoY
- Revenue from related parties: $285M, +15% YoY
- License and other revenue: $403M, +14% YoY
- Added 77 new Arm Total Access and Flexible Access customers
💰Profits & Financials
- GAAP gross profit: $955M vs $788M, +21% YoY
- GAAP operating income: $175M vs $134M, +31% YoY
- Free cash flow: $349M vs $251M, +39% YoY
- Cash and equivalents: $2.67B
📌Business Highlights
- Joined Stargate Project with Microsoft, NVIDIA, Oracle, and OpenAI
- Announced strategic partnership with OpenAI and SoftBank Group
- Samsung Galaxy S25 adopts Arm-based technology for enhanced AI capabilities
🔮Future Outlook
- Q4 FY2025 revenue guidance: $1,175M-$1,275M
- FY2025 revenue guidance raised to $3.94B-$4.04B from $3.80B-$4.10B
- Non-GAAP operating margin expected to be ~45%