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.↗ source
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