The Future is Being Built on Arm: Market Diversification Continues to Drive Strong Royalty and Licensing Growth as Ecosystem Reaches Quarter of a Trillion Chips Milestone
In Q3 FY22 Arm reported:
- Total revenue $746m, up 28% year on year
- Arm partners shipped a record 8.0 billion Arm-based chips, taking total shipped to date to more than a quarter of a trillion (250 billion)
- Adjusted EBITDA at $450m; adjusted EBITDA margin exceeding 50%
- Licensing revenue at $300m (up 65% YoY) including new strategic long-term agreements with four key customers (an automotive OEM, cloud service provider, a leading microcontroller manufacturer, and a consumer electronics semiconductor vendor)
- Royalty revenue at $446m (up 12% YoY) driven in part by strong demand for Arm-based server technology and Arm-based chips in automotive, as well as Armv9 processor technology gaining traction in premium smartphones and cloud server applications
- Strong revenue growth in all target markets with double- or triple-digit revenue increases across automotive, client (consumer devices), infrastructure and IoT
“As my first year as Arm CEO comes to a close, I am deeply grateful for the amazing contributions of our team, partners, and ecosystem as we shape the future of computing. With a quarter of a trillion Arm-based chips already changing the world, we are poised to make an even greater impact and change the world again. The world’s data centers, IoT systems, automobiles and next-generation consumer devices all need more and more power efficient computing capabilities, fueling the long-term demand for Arm technology and innovation. These strong results are a testament to the hard work of every team across the business and their continued dedication to building the future on Arm.”
– Rene Haas, CEO, Arm
Any re-use permitted for informational and non-commercial or personal use only.
Media Contacts
Latest on X
📱 #ICYMI: The new #GalaxyS25 Series of AI smartphones are coming from @SamsungMobile!
Powered by the Arm compute platform, the new devices bring next-gen AI capabilities to Android as part of a shared vision with Google.
Congrats, Samsung! #GalaxyAI
Galaxy S25 AI Phone Range Features Explained | Samsung UK
Learn about all the incredible features on the new Samsung Galaxy S25 AI Phone range at Samsung UK.
okt.to
With the first public spec of the CSA now available, Eddie Ramirez shares how it came about and what it means for the industry.
Speaking at the Chiplet Summit last week, Eddie shares why the CSA will help designers connect chiplets into composable SoCs:.
Arm Defines a New Standard for Chiplet Interoperability
In this video, learn why Arm is investing in chiplets as a way to build dynamic options for compute in the A...
okt.to
📸 Here’s a glimpse of an incredible week with Arm at #wef25 in Davos! ➡️
Explore our blog post for key insights from our panel discussion with world-leading AI academics: https://okt.to/rsdH5V
We're driving the future of automotive. 🚙
Watch Dipti Vanchani's insightful talk with @TheSixFiveMedia's @OABlanchard as they discuss industry trends and Arm's role in automotive AI innovation.
Rene Haas spoke to @SquawkStreet about The Stargate Project and Arm’s involvement as a key initial technology partner.
Discussing its huge potential, Rene shares what Arm-based technology to expect and what he’s most looking forward to about the project:
Arm Holdings CEO Rene Haas on $500B Stargate project: It's a big, big deal
Arm Holdings CEO Rene Haas joins 'Squawk on the Street' to discuss the $500 billion Stargate AI project, investing...
www.cnbc.com
🏁 The race is on with Android gaming on the new Lenovo Duet, built on the Arm-based @MediaTek Kompanio 838.
With powerful octa-core processing, enhanced multimedia experiences and all-day battery life, the race is in your hands - all you need to do is win!
Chances are, you're hearing a lot more about semiconductors now than you once did.
🎙️ For the latest Tech Unheard episode, Economic Historian @crmiller1 joins Rene Haas to explore how AI is driving this change, and what it means for the future.
Full ep: https://okt.to/yHqsjm
To unlock the full potential of AI, we need tight collaboration between industry & academia to equip the next-generation with the skills to thrive.
Arm CMO Ami Badani opened up this important conversation at #wef25 with academic experts in the field of AI https://okt.to/Wp5j4q
With new AI applications emerging daily, Arm CMO Ami Badani shares why Arm is the trusted platform to meet the insatiable demand for compute.
Catch the full interview at the link below 👇
We're proud to have been recognized as a winner of Glassdoor's Best Places to Work in 2025, ranking number 1 on the UK Large list! 🏆🥳
The award, based on employee feedback, underscores our commitment to our core beliefs and helping our people to do their best work.
We're excited to be a key initial technology partner in Stargate, bringing the power and pervasiveness of Arm’s compute platform to this bold initiative which will unlock AI’s potential for all.
This is how we shape the future of AI.
Announcing The Stargate Project | SoftBank Group Corp.
The Stargate Project is a new company which intends to invest $500 billion over the next four years building new...
okt.to
🆕 The first public spec of the Chiplet System Architecture is now available!
This marks a crucial step toward a shared understanding of how to define & connect chiplets into composable SoCs that address varying AI workloads & different industry needs: https://okt.to/lqgceB
Lasting AI innovations must deliver more compute with the same level of energy.
We're committed to addressing this challenge head-on.
For @TIME, Rene Haas reflects on Arm's journey, from phones to the data center, that's paved the way for this moment:
Rene Haas on What Makes Arm's Chips Indispensable
The CEO talks about Arm’s role in the Fourth Industrial Revolution, the speed of AI advancement and sustainability efforts
okt.to
We're in Davos for an insightful week at #wef25! 🇨🇭
Throughout the week, we'll be sharing more about our collaboration across industries to unlock the new experiences and capabilities that AI promises on the Arm compute platform: https://okt.to/UcIvSf
Super resolution and OCR come together on the new Lenovo Duet detachable Chromebook, built on the @MediaTek Kompanio 838 with 8 Arm CPUs.
Uncover what's possible.
GA of C4A VMs with Titanium SSDs, custom designed by Google Cloud and built on the Arm compute platform, has been announced!
Powered by Arm Neoverse V2 CPU, C4A is the first Axion based cloud VMs, delivering leaps in performance and efficiency gains:
First Google Axion processor, C4A, now GA with Titanium SSD | Google Cloud Blog
Now GA, Google C4A Axion processors and Titanium SSD deliver strong price-performance for Arm-compatible general-purpose workloads.
okt.to
Welcome to the Arm Flexible Access Program, @Minima_Global!🙌
The team now has access to a suite of IP, tools, and support on the leading Arm compute platform, accelerating the development of its Minima Chip, designed to bring decentralized blockchain capabilities into hardware.
'Every company, if you look back in the chip world, has a design that was the market maker for them...and that was it for us.'
Arm CEO Rene Haas joins @AcquiredFM on the ACQ2 podcast for an in-depth discussion on the growth of the Arm compute platform.
How ARM Became The World’s Default Chip Architecture (with ARM CEO Rene Haas) | Acquired Podcast
ARM beat Intel's x86 to be the dominant chip architecture that all of our computers run on from data centers to laptops to cars. How?
okt.to
In the 🆕 episode of the Tech Unheard podcast, Rene Haas and @PalantirTech's @RepGallagher share how turning mistakes into opportunities has been pivotal to their growth.
🎧 Listen to the full episode now to hear why - just search for Arm Tech Unheard: https://okt.to/tvxcTM
It's time for #AWSReInvent!
Discover how Arm Neoverse-based AWS Graviton processors deliver the performance and power-efficiency needed for modern AI workloads ➡️ saving costs and improving your carbon footprint at the same time: https://okt.to/3snIuT
Will we see you there?
#AWSReinvent is just around the corner!
👇 Discover how to optimize the performance of your AI/ML workloads with Amazon EC2 instance types running on Arm-based Graviton processors- all while prioritizing sustainability and cost savings.
More details: https://okt.to/Gu59Bl
💪 We’re seeing great strides in XR adoption thanks to significant innovation from the tech industry.
Parag Beeraka shares how it’s happened and what that means for businesses and consumers alike: via @TechRadarPro
Are we on the verge of an XR wearable breakthrough?
How XR and AI will continue to unlock new possibilities
okt.to
We've been recognized by @TIME & @StatistaCharts as one of the World's Best Companies in Sustainable Growth.
By providing the industry with the most power-efficient & highest-performing compute platform, we're paving the way to sustainable & secure AI: https://okt.to/UvMTc9
The way we work is just as important as what we do.
Paula shares a glimpse into what she values most in her role as Senior Principal Engineer & Team Lead.
Visit our careers site and learn how you can make an impact.
