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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Thank you, #GITEXGlobal, for including us to speak on this moment in technology where we can truly make a difference. Tamika Curry Smith was on the ground to share our commitments around #DEI and #AI.
The future is bright and built #onArm.
It's almost time! ⏰
In just a few hours, Arm CEO Rene Haas joins #BloombergTech to discuss everything from Arm's story so far to the opportunity in AI and what's next for the semiconductor industry.
👇 Watch the stream at 2:35 pm BST on @BloombergLive: https://x.com/i/broadcasts/1OyKAZovbvLGb
🏆 We've won the 2024 @Reuters Automotive D.R.I.V.E Honours Award for Innovation!
This award recognizes our commitment to advancing automotive design and production with our automotive technologies and CSS roadmap, launched back in March: https://1.reutersevents.com/LP=37549 #DRIVEHonours
We're transforming the automotive industry.
Our compute platform is key to developing SDVs with enhanced capabilities and safety features that will help enhance driving experiences. 🚗
Discover more on our blog ➡️: https://newsroom.arm.com/blog/software-defined-vehicles-future-automotive-industry?utm_source=twitter&utm_medium=social-organic&utm_content=blog&utm_campaign=mk12_automotive_na
Thanks for having us, #OCPSummit24!
With demos, daily speaker sessions, & new chiplet announcements with Arm Neoverse CSS, we showed how to tackle the scalability, design & development challenges of AI on the Arm compute platform.
Catch our highlights: https://newsroom.arm.com/blog/key-takeaways-from-ocp-global-summit-2024?utm_source=twitter&utm_medium=social-organic&utm_content=blog&utm_campaign=mk03_infrastructure_na https://x.com/i/web/status/1847413131980788038
Join Rene Haas next week at #BloombergTech to hear how we're building the future of computing #onArm.
🔴🎥 Catch Rene in person on October 22 or tune in to the live stream via @BloombergLive at 2:35 pm BST. https://events.bloomberglive.com/bloomberg-technology-summit-london-2024/agenda/speakers/3407898
✅ Seamless compute scalability
✅ Trusted safety and security
✅ Accelerated software readiness
The Arm compute platform places us at the forefront of technology to deliver scalable, efficient, and innovative automotive solutions.
More in our blog 👉: https://newsroom.arm.com/blog/accelerating-adas-adoption?utm_source=twitter&utm_medium=social-organic&utm_content=blog&utm_campaign=mk12_automotive_na
⏰ There are only a few hours left of #OCPSummit24!
This is your final chance to head to the Arm booth at #B12 to see chiplets for AI, powered by Arm Neoverse CSS, and the Arm-based tech enabling the sustainable AI data center.
🏃🏃🏃
What makes a company truly resilient and strong?
@NVIDIA CEO Jensen Huang reflects on the moments that helped shape him as a leader, and his advice to others for persevering when times get tough.
Catch the full episode on the Tech Unheard podcast: https://newsroom.arm.com/podcasts/tech-unheard-episode-one-jensen-huang?utm_source=twitter&utm_medium=social-organic&utm_content=podcast&utm_campaign=mk08_brand_na
"The insatiable demand for AI performance is putting immense pressure on today's datacenters."
At #OCPSummit24, Eddie Ramirez shared details on the importance of chiplet technology and ecosystem collaboration on the Arm compute platform to scale AI innovation.
Stay tuned for… https://x.com/i/web/status/1846930772776964347
We're at #OCPSummit24! 👋
If you're here, swing by and chat with us, or head to one of our talks to learn about the exciting possibilities of custom chiplets with Neoverse CSS and the Arm Total Design ecosystem.
📢 The general availability of Arm Neoverse CSS-based Microsoft @Azure Cobalt 100 VMs has just been announced!
This brings the performance, efficiency and flexibility of Neoverse CSS-based instances to millions of users for the age of AI: https://newsroom.arm.com/blog/arm-powered-microsoft-azure-cobalt-100-vms?utm_source=twitter&utm_medium=social-organic&utm_content=blog&utm_campaign=mk03_infrastructure_na
🚀 @Vivo_GLOBAL's X200 series has launched!
Will Abbey, EVP and Chief Commercial Officer, joined vivo on stage to celebrate the performance and AI capabilities of the new X200 series built #onArm with @MediaTek's Dimensity 9400 chipset.
@RebellionsAI @alphawavesemi @Cadence @ProteanTecs Discover more about Arm Total Design and its role in the future of AI-powered computing at #OCPSummit24, where you can join us for talks, demos, and partner showcases to learn about the next era of built-for-AI silicon - #onArm.
@RebellionsAI @alphawavesemi 3️⃣ Arm Total Design partners including @alphawavesemi, @Cadence and @ProteanTecs are validating their third-party IP products with CSS on advanced nodes - helping to provide an out-of-the-box software experience with Neoverse CSS-based custom silicon on leading edge nodes.
@RebellionsAI 2️⃣ Neoverse CSS and Arm Total Design are helping to create the hardware foundation for the sustainable AI datacenter with 2x new chiplets announced from Alcor Micro and @alphawavesemi, both on Arm CSS. 💪
1️⃣ Together with Samsung Foundry, ADTechnology and @RebellionsAI, we're bringing an AI CPU chiplet platform to market, based on Arm Neoverse CSS V3.
This promises to deliver unparalleled performance and optimal power efficiency for cloud, HPC and AI/ML training and inference.
🆕 After doubling in size in just a year, we're excited to share new updates on the chiplet innovation we're seeing from the Arm Total Design ecosystem. 🧵
By uniting on Arm CSS, we're building solutions for the AI datacenters of the future. Details: https://newsroom.arm.com/news/arm-total-design-sustainable-ai-datacenter?utm_source=twitter&utm_medium=social-organic&utm_content=blog&utm_campaign=mk03_infrastructure_na
Discover why all infrastructure market leaders choose Arm Neoverse to power their data center transformation at #OCPSummit24.
📍 Booth #B12
👉 Catch one of our talks, agenda below
📅 Tuesday-Thursday
See you there!
Arm is ✨the✨ compute platform for AI
From cloud to edge, our CPUs help software developers & our partners create highly customized silicon solutions.
➕They’re the ideal companion if you’re looking for a flexible heterogeneous computing approach to AI: https://newsroom.arm.com/blog/arm-compute-platform-ai-accelerator-technologies?utm_source=twitter&utm_medium=social-organic&utm_content=blog&utm_campaign=mk13_tech-strat_na
We've committed to join @imec_int's Automotive Chiplet Program! 🤝
Announced today, the program brings together industry leaders to evaluate, shape and define the best chiplet architecture for future vehicles, prioritizing performance and safety.
Automotive Chiplet Program: first partners | imec
Arm, ASE, BMW Group, Bosch, Cadence, Siemens, SiliconAuto, Synopsys, Tenstorrent and Valeo commit to join imec’s Automotive Chiplet Program.
www.imec-int.com
.@MediaTek's Dimensity 9400 Chipset is here! 🚀
This flagship SoC features Armv9.2 CPU architecture and Immortalis-G925 GPU to to put PC level performance in the palm of your hands.
This enables a new world of immersive gaming and edge AI applications:
Arm and MediaTek Deliver Performance and Efficiency for AI Experiences
From smartphones to IoT, MediaTek leverages the Arm cutting-edge architecture to bring new possibilities to the market.
www.arm.com
"We're at the beginning of a new industrial revolution"
Rene Haas is joined by @NVIDIA CEO Jensen Huang on the 1st episode of Tech Unheard.
🎧 Listen in as Jensen introduces the AI factory, where intelligence is now manufactured at large volumes: https://newsroom.arm.com/podcasts/tech-unheard-episode-one-jensen-huang?utm_source=twitter&utm_medium=social-organic&utm_content=podcast&utm_campaign=mk29_exec-comms_na
🤝 Together with @AIatMeta, we're driving open innovation to optimize LLM performance.
Hear from Sy Choudhury, Director of AI Partnerships, as he shares insights on our long-standing collaboration to accelerate AI software development and empower the developer community.
