Arm reports Q2 revenue up 27% YoY to $1.44B, vs. $1.38B est., royalty revenue up 8% to $670M, vs. $720.8M est., and licensing revenue up 50% to $773M

Arm's licensing revenue is up 50%, indicating broader adoption and potential future per-unit revenue gains.

Arm reported Q2 revenue increased 27% year-over-year to $1.44 billion, with royalty revenue up 8% to $670 million and licensing revenue up 50% to $773 million. Separately, Qualcomm provided a lackluster profit forecast for the current quarter.

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Arm's strong licensing revenue growth may signal increased chip design activity across the industry. Qualcomm's cautious forecast, however, suggests ongoing supply chain cost pressures impacting profitability for smartphone chip makers.