Arm CEO Rene Haas says investor fears about AI hurting software companies are a “micro-hysteria” that exceeds the reality of how businesses are using AI tools
Michael Acton /Financial Times:
Financial Times Michael Acton
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Discussion
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@ryanshrout
Ryan Shrout
on x
Arm just put up one of those earnings quarters where nearly every metric points the same direction: up and to the right. I had a chance to speak directly with Jason Child, @Arm CFO, after the print, and the confidence level matched the numbers. Q3 revenue came in at $1.242B (up […
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@arm
@arm
on x
Celebrating a strong Q3 FYE26, with revenue exceeding $1B for the fourth consecutive quarter. As AI continues to proliferate across industries & form factors, Arm serves as the common foundation—accelerating innovation with partners across the ecosystem: https://okt.to/bRZXv3 [vi…
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@marypcbuk
Mary Branscombe
on bluesky
Arm is probably having a better day than Qualcomm because while Qualcomm is trying to diversify away from phones, Arm hardware is in everything from your electric toothbrush and disposable vibrating razor to your USB cable [embedded post]