Arm's AI-driven data center growth offsets smartphone weakness, but softer handset outlook weighs on shares

Digitimes
Jul 29, 2026, 9:55 pm129 ptsTrending
Arm Holdings reported stronger-than-expected first-quarter results as demand for AI and data center chips lifted licensing and royalty revenue. However, the company's warning of slower smartphone royalty growth overshadowed its upbeat forecast, highlighting the challenge of balancing maturing handset markets…

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