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BUSINESSARM Q3 Results – DatacenterRoyalties Outpace MobileFor the first time, datacenter licensing revenue passes mobile.<CYBER·FRAGLAB/>
// BUSINESS / EARNINGS

ARM Q3 Results – Datacenter Royalties Outpace Mobile

// CYBERFRAGLAB DESK :: MAY 1, 2026 :: 5 MIN READ

ARM Q3 dropped one chart that mattered: datacenter royalty revenue passed mobile for the first time.

Datacenter: $612M (+47% YoY). Mobile: $604M (+3% YoY). Gap small, trajectory the story.

BUSINESS<CYBER·FRAGLAB/>

Why now

Neoverse V2/V3 cores hit broad adoption with AWS Graviton, Azure Cobalt, Google Axion all in volume. Each cycle ships in millions of units to data centers, ARM collects royalty on every one.

BUSINESS<CYBER·FRAGLAB/>

CFL view: ARM is no longer mobile with a datacenter side bet. It’s a datacenter company with a mobile annuity. That changes the multiple.

// FILED :: BUSINESS← BACK_TO_LAB

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