ARM Holdings Plc.: Will Its Agentic AI Adoption & Transition To Chiplet-Based Architectures Make It A Formidable Player In Its Domain? 

Arm Holdings, a prominent player in the semiconductor industry, reported an optimistic set of results for the third quarter of fiscal year 2025, ending December 31, 2024. The company achieved record revenue and a significant increase in royalty revenues, driven primarily by robust demand for AI technologies and the adoption of its latest Armv9 architecture and Compute Subsystem Solutions (CSS). On the financial front, Arm’s total revenue reached an all-time high of $983 million, marking a year-on-year increase of 19% and surpassing the high end of company guidance. Particularly noteworthy was the 23% surge in royalty revenue, reaching a record $580 million. This growth can be attributed to the increased deployment of Armv9 technology and the strength of custom silicon solutions in data centers. Meanwhile, licensing revenue also saw a 14% year-on-year rise to $403 million, surpassing forecasts.