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 (Reuters)
https://www.reuters.com/business/arm-beats-second-quarter-revenue-estimates-ai-data-center-demand-2026-11-04/
http://www.techmeme.com/261104/p51#a261104p51
