Arm Holdings
ARMQ1 2025(ARM Q3 FY2025)Estimated14% AI
AI Revenue %
14%
AI Fair Value
$10.4B
AI Revenue (Q)
$158.9M
Total Revenue (Q)
$1.1B
Source: SEC EDGAR 6-K Filing
View 6-K on SEC.govAnalysis
Arm reported $983M total revenue (License $403M + Royalty $580M) for Q3 FY2025 (Oct-Dec 2024). Royalty revenue of $580M grew 27% YoY from $470M, reflecting Armv9 premium pricing and data center volume growth. AI-relevant revenue: (1) data center Neoverse royalties est. ~$75M (significant ramp in cloud AI server chips — NVIDIA Grace Hopper Superchip ships in volume), (2) AI-specific licensing est. ~$30M (continued new AI chip design starts), (3) mobile AI on-device inference est. ~$20M (Apple Intelligence, Snapdragon AI features), (4) automotive/edge AI est. ~$7M. Total ~$132M / $983M = ~14.0%. Data center is becoming a meaningful royalty driver though still small vs mobile.
Analyzed by claude-opus-4-6
Quoted Figures
License and Other Revenue $403M, Royalty Revenue $580M, Total $983M
6-K filed 2024-12-31, Segment Information table
Nine months ended Dec 2024: License $1,205M, Royalty $1,561M, Total $2,766M
6-K filed 2024-12-31, Segment Information table
AI Products Identified (Ring 1)
Neoverse V3NVIDIA Grace (Arm CPU in AI superchip)Ethos NPUArmv9 CSS
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Mobile CPU IP (Apple, Qualcomm, MediaTek, Samsung)IoT/embeddedAutomotiveNetworking
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix