Compute Subsystems (CSS)
21 CSS licenses across 12 companies were reported as of the December 2025 quarter.
The numbers
What it is
Pre-built, licensable chip designs that customers adapt, so they reach market faster than designing from the architecture up.
Why it matters to the stock. CSS raises the value of each license and gives Arm a fuller chip design offer for customers.
News
Arm unveils Neoverse CSS N4 and expands AGI CPU ecosystem for agentic AI servers
On September 8, 2026 Arm announced Neoverse CSS N4, a configurable compute subsystem for partners that build their own data center chips, alongside an expanded AGI CPU ecosystem.
Product
Arm posts record $1.24 billion quarter; royalties rise 27% to $737 million
Arm reported revenue of $1.242 billion for the quarter ended December 31, 2025, up 26% from a year earlier, its fourth straight quarter above $1 billion.
Earnings