ARM CFO on Earnings, Benefitting from Mag 7 CapEx & Agentic AI Impact

Jason Child, CFO of Arm Holdings (ARM), talks about the company's recent earnings which he says got a boost from mega caps increasing CapEx spending. He explains how Mag 7 giants like Nvidia (NVDA) and Amazon (AMZN) use the company's tech in different ways. As for Arm's licensing revenue miss, Jason reassured investors the current quarter will show a reacceleration. He later notes how agentic AI will offer new opportunity for Arm in 2026.

Market On Close

06 Feb 2026

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