Jason Child
CFO, Arm Holdings
“Data center royalty revenue continues to more than double year-over-year.”
“[silicon revenue will be broken out separately] once it becomes at least 10% of revenue, [expected] in FY 2028.”
Jason Child
One-line summary: CFO of Arm Holdings (NASDAQ: ARM); primary-source voice on datacenter royalty growth and the Arm AGI CPU ramp.
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On vera-cpu-to-arm-datacenter-royalty, agentic-ai-cpu-resurgence:
"Data center royalty revenue continues to more than double year-over-year." — 2026-07-29-earnings-arm-q1-fy2027 (2026-07-29)
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On vera-cpu-to-arm-datacenter-royalty:
"[silicon revenue will be broken out separately] once it becomes at least 10% of revenue, [expected] in FY 2028." — 2026-07-29-earnings-arm-q1-fy2027 (2026-07-29)
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