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
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