Arm: SoftBank Ownership, Licensing Growth, and Global Reach with CFO Jason Child

In this episode of After Earnings, Arm CFO Jason Child joined to talk about the company's growth since its IPO, its relationship with SoftBank, and its approach to AI. He shared insights on Arm's engineering culture, key partnerships with tech giants like Google and Microsoft, and how going public has impacted recruitment. Jason also discussed Arm’s strategies in mergers and acquisitions, as well as managing investor relations. $ADR 00:00 START  01:12 Understanding Arm's Role in the AI Value Chain 02:47 Arm's IPO Journey and Business Model 03:25 Revenue Streams: Licenses and Royalties 06:59 AI and the Semiconductor Market 08:31 Talent Wars and Recruitment Strategies 11:56 Competition and Market Position 13:19 Public Float and Investor Relations 16:38 Managing Expectations and Long-term Vision 18:44 M&A and Future Growth 20:09 Cloud Products and Market Share 23:25 China Revenue and Geopolitical Impact 25:14 Work Culture and Remote Work Policies   After Earnings is brought to you by Stakeholder Labs and Morning Brew.  For more go to https://www.afterearnings.com Follow Us  X: https://twitter.com/AfterEarnings TikTok: https://www.tiktok.com/@AfterEarnings Instagram: https://www.instagram.com/afterearnings_/ Reach Out  Email: [e-mail] Learn more about your ad choices. Visit megaphone.fm/adchoices