05/08/2025, 05:30 AM UTC
Arm季度业绩创新高Record quarter for Arm
➀ Arm公布2025财年第四季度（自然年第一季度）收入达12.4亿美元，首次突破10亿美元里程碑，其中专利费收入超6亿美元；
➁ 全年收入超40亿美元，专利费突破20亿美元，受益于智能手机高价值芯片专利费增加及AI在数据中心和边缘计算的普及；
➂ Arm预计本财季销售额为10–11亿美元，并预测2024年顶级云服务商近50%的新服务器芯片将基于Arm技术，因AI推理向边缘迁移推动定制化芯片需求。
➀ Arm reported record fiscal Q4 (calendar Q1) revenue of $1.24 billion, surpassing $1 billion for the first time, with royalties exceeding $600 million;
➁ Full-year revenue exceeded $4 billion, with over $2 billion from royalties, driven by higher per-chip royalties in smartphones and AI adoption in data centers and edge computing;
➂ Arm forecasts $1–1.1 billion in fiscal Q1 sales and projects Arm-based chips to comprise nearly 50% of new server chips for hyperscalers in 2024, fueled by AI workloads migrating to the edge.
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