Arm Holdings is set to announce its Q4 FY2024 results with expectations of $875.4 million in revenue and $0.30 per share in earnings. Following its successful IPO, the company is experiencing shifts in growth drivers, particularly from standard smartphone royalties to opportunities in AI-related licensing and the automotive sector. In Q3, Arm reported a substantial 14% rise in year-over-year growth, fueled by its v9 architecture's licensing and richer chip integration. Investors are keen on insights regarding licensing trends, challenges in China, and advancements in high-performance computing where AI capabilities are critical.
With the shift towards AI and embedded systems, Arm's growth now leans more on data center and automotive markets rather than solely on smartphone royalties.
In Q3, Arm achieved a 14% year-over-year growth, indicating solid demand for its v9 architecture licensing and increased chip content in client devices.
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