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A financial summary graphic for Arm’s Q2 FYE26 results displays $1.14B total revenue, $620M royalty revenue, $515M licensing and other revenue, $467M non-GAAP operating income, and $163M GAAP operating income, with related icons.

Arm Q2 FYE26: third straight billion-dollar quarter, CSS momentum, and Neoverse’s cloud AI land grab

November 5, 2025 Gavin Bonshor 0

Arm’s second quarter of fiscal 2026 was not just another AI themed earnings beat. Revenue reached 1.14 billion dollars, up 34 percent year on year […]

A man in a suit speaks in front of a large screen displaying the SoftBank Vision Fund logo and company logos like ARM, NVIDIA, OYO, Slack, and WeWork, highlighting SoftBank's impact on tech valuation and AI stocks.

SoftBank’s AI bet meets reality: why valuation jitters are finally hitting AI stocks

November 5, 2025 Gavin Bonshor 0

CNBC is reporting that shares of SoftBank and several AI exposed names have come under pressure on renewed concerns that valuations have run ahead of […]

A digital illustration of an unbalanced scale with the left side higher than the right. The background is dark, featuring a grid behind the scale and a Bontech Labs logo in the bottom left corner—hinting at the ongoing ARM-Qualcomm court battle.

Qualcomm vs ARM: Qualcomm officially wins in court (for now?)

October 1, 2025 Gavin Bonshor 0

A Delaware federal judge has entered final judgment in Qualcomm’s favor in its licensing fight with Arm, effectively locking in last December’s jury win and […]

AI Is Eating All The DRAM: Why Memory Prices Are Out Of ControlAI Is Eating All The DRAM: Why Memory Prices Are Out Of ControlNovember 17, 2025Gavin Bonshor
Intel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must FinishIntel After Gelsinger: Packaging, PowerVia, and the Real Work Lip-Bu Tan Must FinishNovember 12, 2025Gavin Bonshor
AI PC Reality Check: NPU, CPU, GPUAI PC Reality Check: NPU, CPU, GPUNovember 12, 2025Gavin Bonshor
Entry-Level GPUs Are In Trouble As DRAM Prices Go NuclearEntry-Level GPUs Are In Trouble As DRAM Prices Go NuclearNovember 19, 2025Gavin Bonshor
Valve Steam Machine Deep Dive: Specs, Strategy, And Who It Is ForValve Steam Machine Deep Dive: Specs, Strategy, And Who It Is ForNovember 13, 2025Gavin Bonshor
Intel Kills Mainstream Diamond Rapids Platform: What It Means For Xeon And AMDIntel Kills Mainstream Diamond Rapids Platform: What It Means For Xeon And AMDNovember 16, 2025Gavin Bonshor
Why Intel Still Trails AMD on Power EfficiencyWhy Intel Still Trails AMD on Power EfficiencyNovember 16, 2025Gavin Bonshor

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