Silicon · Starter · Independent

Arm

Licenses the instruction set most non-PC chips use, and now sells its own server chip.

89OVRAll-StarDraft · rated on 4 of 6

Ratings

Arm collects a royalty on most chips outside PCs, and its Q1 FY27 revenue was $1.29bn, up 22%, with royalties of $715m and data center royalties more than doubling.

Dominance94draft
Collects a royalty on most chips outside PCs, and Q1 FY27 revenue was $1.29bn.
sourced futurumgroup.com
Momentum82draft
Q1 FY27 revenue rose 22% and data center royalties are more than doubling.
sourced futurumgroup.com
Leverage94draft
Collects a royalty on most chips outside PCs, and Qualcomm builds its chips under an Arm architecture licence.
sourced futurumgroup.comsourced businesswire.com
Network base 58, judgment +36.
Durability72draft
Licensees object when the licensor competes with them, RISC-V offers a way out, and a Delaware court ruled for Qualcomm.
sourced futurumgroup.comsourced businesswire.com
Firepowerunrated
The Atlas states no cash, raise, profit, debt or spending commitment for this company.
Deal Heatunrated
The Atlas reports no deal talks, pending deal, listing plan or stated acquisition plan for this company.

Badges

Chokepoint draft
Leverage of 94, at or above 92.

Key figures

$1.29bnQ1 FY27 revenue, up 22%$715mRoyalties $2bnDemand for its own AGI CPU above for FY27 to FY28 (company)

From the Atlas key figure: Q1 FY27 revenue $1.29bn, up 22%. Royalties $715m. Data center royalties more than doubling. Demand for its own AGI CPU above $2bn for FY27 to FY28 (company). Source: futurumgroup.com.

TickerNASDAQ: ARM

ListedPublic

HQCambridge, United Kingdom

Founded1990

CEORene Haas

Profile

Licenses the instruction set most non-PC chips use, and now sells its own server chip.

Silicon · CPUs and architecture · Starter

Key figure Q1 FY27 revenue $1.29bn, up 22%. Royalties $715m. Data center royalties more than doubling. Demand for its own AGI CPU above $2bn for FY27 to FY28 (company).

Why it leads Collects a royalty on most chips outside PCs, and now sells silicon of its own.

What could change it Licensees object when the licensor competes with them, and RISC-V offers a way out.

sourced futurumgroup.com

Connections

Allies and partners

Qualcomm
Builds its chips under an Arm architecture licence. businesswire.com
On the map

Rivals

Qualcomm
Licence litigation over Nuvia cores. A Delaware court ruled for Qualcomm in Sept 2025 and Arm said it would appeal. businesswire.com
On the map

Owners and backers

owned by SoftBank in Owners and backers
Retained about 90% of Arm after its 2023 listing. eenewseurope.com
On the map

See Arm and its connections on the map →

Sector standing

No. 6 of 32 rated in Silicon

3TSMC91
5Broadcom90
6Arm89
7Amazon87
8Samsung82

Ratings by Claude (draft), 2026-11-02, read from the Atlas data under the ratings rubric. Logo: arm.com. CC0 via Simple Icons 16.36.0. The mark is a trademark of its owner.