... markets (e.g., chips for servers and vehicles). Any news about big new licensing deals or an increased share in high-performance processors would be sensational. Attention should also be paid to margins and R&D expenses: Arm is investing substantial funds into developing new architectures, and maintaining high profitability would be a plus. If the report and CEO comments confirm accelerated growth (for instance, double-digit increases in royalties), it will convince the market that the current valuation ...