February 9, 2026 -
By David Manners, ElectronicsWeekly
Arm’s Q3 revenue was up 26% YoY at $1.24 billion for its fourth consecutive billion dollar revenue quarter.
Royalty revenue grew 27% YoY to $737 million.
Licensing revenue grew 25% YoY to $505 million.
‘We are seeing strong momentum for AI across every layer of computing, from the edge to the cloud,’ says Arm, ‘ton align with where this growth is taking shape, we have organised our business into three AI domains: Edge AI, serving smartphones and IoT; Physical AI, supporting automotive and robotics; and Cloud AI, addressing datacentre and networking.’