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Rene Haas
CEO, Arm Holdings
aka René Haas
Quotes
“Data center royalties more than doubled year-over-year.”
2026-06-03-arm-holdings-arm-q4-fy2026-earnings-call· 2026-05-06#arm-holdings#vera-cpu-to-arm-datacenter-royalty
“We now have more than $2 billion of customer demand across fiscal 2027 and fiscal 2028, representing a doubling from launch projections.”
2026-06-03-arm-holdings-arm-q4-fy2026-earnings-call· 2026-05-06#arm-holdings#vera-cpu-to-arm-datacenter-royalty
“by the end of the decade, the largest market share by CPU type will be Arm.”
Notes
Rene Haas
CEO of arm-holdings. Primary spokesperson on ARM's datacenter CPU royalty ramp and AGI CPU strategy.
Said
- rene-haas in 2026-06-03-arm-holdings-arm-q4-fy2026-earnings-call: "Data center royalties more than doubled year-over-year."
- rene-haas in 2026-06-03-arm-holdings-arm-q4-fy2026-earnings-call: "We now have more than $2 billion of customer demand across fiscal 2027 and fiscal 2028, representing a doubling from launch projections."
- rene-haas in 2026-06-03-arm-holdings-arm-q4-fy2026-earnings-call: "SAP will move their core database and business application workloads to Arm. Cloudflare will deploy Arm across its global network."
- rene-haas in 2026-06-03-arm-holdings-arm-q4-fy2026-earnings-call: "by the end of the decade, the largest market share by CPU type will be Arm."
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