Arm Technology is Defining the Future of Computing: Record Royalties Highlight Increasing Diversity of Products and Market Segment Growth
In Q2 FY22 Arm reported:
- Total revenue $656m; license revenue at $193m and record royalty revenue at $463m
- Arm partners shipped 7.5bn Arm-based chips, up 9% y-o-y
- The Arm ecosystem has now shipped 240bn Arm-based chips
- Adjusted EBITDA at $326m; continued adjusted EBITDA margin of 50%
- All market segments grew year-on-year
- Record royalty revenue for automotive line of business: ADAS adoption continues to drive more advanced computing in cars
- Record royalty revenue for IoT line of business: Increasing demand for Arm solutions that simplify and accelerate IoT development
- Ongoing adoption of Arm Neoverse: Major public cloud providers look to Arm to redefine what’s possible in cloud computing
- Increase in royalties for client (consumer tech) line of business, despite reduction in smartphone volumes for the same period: New mobile experiences powered by more Armv9-based 5G / premium smartphones
- Increased demand for Arm technology continues in growth markets with major design wins in infrastructure, automotive and the metaverse.
“Arm is defining the future of computing as adoption of our technology continues across all of the markets we serve, demonstrated by our strong licensing results and record royalty revenues this quarter.
As we continue to diversify, our investment across all lines of business continues to pay off, with impressive growth in automotive and IoT in particular.
With 240bn Arm-based chips shipped, there has never been a more exciting time for our business and our ecosystem as we continue to build the future on Arm.”
Any re-use permitted for informational and non-commercial or personal use only.
Media Contacts
Latest on X
Congrats to @RenesasGlobal on the RA8P1 MCU group, powered by Arm Cortex-M85, M33, and Ethos-U55.
Designed for on-device AI and ML, it brings advanced performance to next-gen voice and vision applications, alongside real-time analytics.👏
https://www.renesas.com/en/about/newsroom/renesas-sets-new-mcu-performance-bar-1-ghz-ra8p1-devices-ai-acceleration
AI is getting smaller, smarter, and moving to the edge.
As physical and agentic AI converge, scaling means finding the right mix of CPUs and specialized AI Accelerators to drive what's next.
Dive into the insights of our new Exec Insights report:
As Rene Haas shared with Bloomberg @technology Europe, meeting AI’s growing demands will require more energy and an infrastructure evolution.
That’s why we’re committed to delivering efficient compute solutions for AI - from cloud to edge, and at scale.🧠
From AI toys to robot dogs, we are powering the next wave of intelligent, energy-efficient robotics at the edge with partners like R2C2, DEEP Robotics and more!
Discover Arm's role in the robotics revolution🤖
https://okt.to/iGj5d3
Today we welcomed Lord Peter Mandelson, UK Ambassador to the USA, to our HQ in Cambridge.
Our presence across the UK and US drives innovation, enabling AI at scale, and supporting the industries shaping tomorrow.
Highlights from the visit below 📷
We’re proud to be named as one of the 2025 @TIME 100 Most Influential Companies!
With 310B+ chips shipped and Arm everywhere from the cloud to the car, this recognition reflects our foundational role in shaping the future of AI.
#TIME100Companies
➡️
ICYMI Mohamed Awad, SVP and GM of Arm’s Infrastructure Line of Business, took the stage at #62DAC to cover the infrastructure transformations needed to usher in the next era of AI including:
Tech Leadership
Ground Up Systems
A Collaborative Ecosystem
🔗https://okt.to/KZQ6Mo
You can forecast performance, but not breakthroughs.
@OpenAI’s @markchen90 joins Rene Haas on Tech Unheard to talk AI’s rapid rise, surprising capabilities, and what it takes to lead frontier research in a field evolving faster than anyone imagined. 🎧 https://okt.to/byq3g1
Edge AI will make manufacturing more intelligent, autonomous, and resilient than ever before.
Paul Williamson explains how edge AI is transforming industrial operations - from the production line to predictive analytics and beyond for @TheManufacturer.
Op-ed: Smarter factories, safer systems — how edge AI is rewiring industrial manufacturing
Paul Williamson, SVP & GM, IoT Line of Business, Arm, looks at how the convergence of IoT and edge AI is rev...
okt.to
Achieve faster time to market and unlock greater performance and efficiency with Arm Compute Subsystems.
Speaking at The Six Five Summit: AI Unleashed, Rene Haas breaks down what this means for developers and businesses alike. 👇
Building the future of fast and powerful AI computing depends heavily on the platform + ecosystem approach.
@Arm CEO, Rene Haas (@renehaas237), took the stage at The Six Five Summit: AI Unleashed, revealing how Arm is optimizing performance and accelerating time-to-market for…
This #INWED25, we’re celebrating the engineers reimagining what’s possible.
Together with our partners at @AstonMartinF1, we believe inclusion and innovation go hand in hand, because the future of STEM should be built for everyone, by everyone: https://okt.to/Oud7bl
The new Arm-based @Lenovo Chromebook Plus 14” is here, powered by @MediaTek’s Kompanio Ultra SoC and built on Armv9.
With AI features only on Arm like Iterative ImageGen and Smart Grouping, it’s a new chapter for accessible, on-device AI: https://okt.to/w9rvhd
Scaling isn’t just about growth, it’s about embracing change together.
On Tech Unheard, Rene Haas and @Wayve_AI CEO @alexgkendall talk about Arm’s evolution into a platform company, and the mindset shift needed to scale with purpose and unity.
🎧 https://okt.to/udvCHk
⚡️Chiplet Strategies
⚡️AI infrastructure
⚡️Ecosystem Development
Mohamed Awad, Eddie Ramirez, Kevork Kechichian and Suraj Gajendra will be at the 2025 DAC Conference June 22-24 to explore all of this and more.
See you there! #62DAC
What's next for compute is being built today, driven by our culture of innovation.
On the No Ordinary Tech, Paul Williamson shares how we’re enabling power-efficient AI across everything from the smallest devices to the infrastructure shaping tomorrow: https://okt.to/5cMKVY
What's next for compute is being built today driven by our culture of innovation.
On the No Ordinary Tech, Paul Williamson shares how we’re enabling power-efficient AI across everything from the smallest devices to the infrastructure shaping tomorrow: https://okt.to/5cMKVY
Last week Vince Jesaitis, Arm's Head of Global Government Affairs, attended the SCSP AI+ Expo and shared his vision for a bigger, bolder, future powered by AI and built on Arm. 💡
The time is now for taking strategic steps and doubling down on efficiency R&D, design talent, and…
Transformative. Accessible. Innovative.
Sophie, the star of our latest brand film, shared a bit about how RelaJet's AI-enabled audio processing devices are transforming the AI experience and creating smart, human-centered technology for everyday life. ✨
https://okt.to/QsXx3n
The world’s leading hyperscalers are building on Arm to power the next era of AI infrastructure.
Take a look at what Mohamed Awad had to say about Neoverse and what Arm uniquely provides to the industry to take on this future of computing.
https://okt.to/lQ7Uio via @dcdnews
⏳ Starting soon!
Rene Haas takes the virtual stage at #TheSixFiveSummit: AI Unleashed 2025 to share how the Arm compute platform is powering the next era of AI through performance, efficiency, and platform-level innovation.
📍 Tune in live from anywhere
Rene Haas joins #TheSixFiveSummit: AI Unleashed 2025 to share how Arm is evolving as a platform company, and why Arm compute subsystems will be key to building in the AI era.
Don’t miss it - June 16, 9:30-10:00am CT. Join virtually: https://okt.to/v7eApM #AIUnleashed
Rene Haas joins #TheSixFiveSummit: AI Unleashed 2025 to share how Arm is evolving as a platform company, and why Arm compute subsystems will be key to building in the AI era.
Don’t miss it - June 16, 9:30-10:00am CT. Join virtually: https://okt.to/v7eApM #AIUnleashed
“The economic equation for AI will shift from data center-only to a combination that includes edge devices.” – Ami Badani, CMO Arm
At #VivaTech, Ami joined @SchneiderElec & @Core42 to discuss why energy-efficient compute is essential to scaling AI, from smartphones to the cloud.…
In two standout sessions at @LinaroOrg, John Thompson and Bhumik Patel shared how Arm's compute platform is accelerating tech innovation from edge AI devices to cloud-scale workloads.
🎥 Watch on demand—links in the below thread.
The future of AI depends not just on what we build, but how & where it’s powered.
Join Arm CMO Ami Badani, @SchneiderElec, and @core42_ai live at @VivaTech for a conversation on power-efficient AI & innovation at the edge.
🕔 5:05pm CET, Stage One: https://okt.to/6nvSfV
