SoftBank Shares React As Arm Licensing Miss Tests AI Growth Story
Bullish
56.0
Arm Holdings, majority owned by SoftBank Group (TSE:9984), reported quarterly licensing revenue that did not reach analyst expectations.
The shortfall came alongside strong overall growth in Arm's exposure to AI, data centers, smartphones, and edge computing.
Arm's management indicated an outlook for ongoing royalty and licensing growth across its core technology markets.
For you as an investor looking at SoftBank Group, Arm sits at the center of the group’s semiconductor exposure, with its...
The shortfall came alongside strong overall growth in Arm's exposure to AI, data centers, smartphones, and edge computing.
Arm's management indicated an outlook for ongoing royalty and licensing growth across its core technology markets.
For you as an investor looking at SoftBank Group, Arm sits at the center of the group’s semiconductor exposure, with its...
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