Bloomberg Surveillance · Wednesday, July 29, 2026
ARM Holdings reported that royalties from its data center products more than doubled year-over-year, and the demand for its new chip lineup is exceeding initial expectations. Despite some smartphone exposure, the company's strong performance in the data center segment is a key driver of its success.
“I think Armed, because of the data center exposure, continues to do better, even though ARM does have smartphone exposure. But because their data center exposure has been much higher in the past few quarters, they seem to be beating numbers, whereas in the case of Qualcomm, I mean they are talking about a twenty twenty nine guide and how the business would be more diversified by then.”
“ARM noting royalties from those products data centers specifically more than doubling from a year earlier, and the appetite our new chip lineup is greater than anticipated.”