Arm reports Q2 revenue up 27% YoY to $1.44B, vs. $1.38B est., royalty revenue up 8% to $670M, vs. $720.8M est., and licensing revenue up 50% to $773M (Reuters)
Arm delivered $1.44 billion in overall second-quarter revenue, representing a 27% year-over-year increase that beat analyst projections of $1.38 billion. This top-line expansion was primarily propelled by licensing revenue, which surged 50% from the previous year to reach $773 million. In contrast, royalty revenue grew at a more modest 8% rate to $670 million. That royalty figure fell short of the $720.8 million that analysts had anticipated for the quarter.
Surge in licensing activity provided the primary momentum for the firm's earnings beat.: Surge in licensing activity provided the primary momentum for the firm's earnings beat.
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