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SEC filings, financial facts, source resources, and Goglides workspace context for ARM HOLDINGS PLC /UK.
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Electronic Arts reported FY2026 revenue of $7.5 billion, operating income of $1.2 billion and operating cash flow of $2.6 billion. The thesis depends on sports franchises, live services, player engagement, new game execution and disciplined content investment.
OpenArm benefits when customers design custom chips instead of relying only on traditional merchant silicon.
OpenArm benefits when more custom chips use its architecture, but royalty growth must justify the valuation.
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