Jason Child on Qualcomm litigation
From 🔴WATCH LIVE: Arm Holdings Q2 2025 Earnings Call | $ARM · · Benzinga
“Our forecast assumes that we're going to get paid existing royalty rates. So until something changes there won't be any increase or change in those rates.”
On , Jason Child, Executive VP & CFO at Arm Holdings, spoke about Qualcomm litigation during 🔴WATCH LIVE: Arm Holdings Q2 2025 Earnings Call | $ARM on Benzinga.
About Jason Child
Jason Child, executive vice president and CFO of Arm Holdings, discussed the company's position in the AI infrastructure market during a May 2026 podcast interview. He described Arm as providing "the CPU of choice" for hyperscalers and core infrastructure providershol, and noted that the company is preparing its business to serve customers amid what he called a "significant infrastructure shift." Child distinguished current AI from earlier machine learning, stating that past recommendation algorithms were "not really intelligence" but that newer models are "getting really close to actually having some true intelligence." He advised companies to designate a person or team as an expert funnel for enterprise-grade AI solutions rather than allowing broad experimentation. On Arm's Q4 fiscal 2026 earnings call in May 2026, Child reported that data center royalty revenue "continues to more than double year-on-year," driven by arm-based server chips from major hyperscalers and data center networking chips where Arm has "close to 100% market share." He stated that the company now sees "more than 2 billion dollars of customer demand" for its Arm AE GI CPU across fiscal 2027 and 2028, double the amount cited at launch, and reiterated a target of $15 billion in revenue from that business by fiscal 2031. Child also projected total revenue of $25 billion by fiscal 2031, comprising $15 billion from the AGI CPU business and $10 billion from IP revenue, translating to "more than $9 in EPS."