
During Qualcomm’s recent announcement of its financial results for the first quarter of fiscal year 2025, CEO Cristiano Amon revealed that Arm had withdrawn its lawsuit, which previously accused Qualcomm of improperly acquiring instruction set licenses through its purchase of NUVIA.
Prior to this, a U.S. court had ruled in Qualcomm’s favor, affirming the legitimacy of its licensing acquisition and deeming its practices lawful. While Arm had indicated its intention to appeal, Qualcomm’s latest statements suggest that Arm no longer has grounds to pursue legal action on the basis of alleged licensing violations.
This outcome aligns with the perspective of Judge Maryellen Noreika, who presided over the case and had encouraged both parties to seek a resolution through negotiations. She maintained that further appeals would be unlikely to alter the fundamental legal conclusions of the case.
With Arm withdrawing its claims and Qualcomm continuing to pay licensing fees, there appears to be no reason for Arm to withhold the relevant licenses. As a result, Qualcomm is now well-positioned to secure authorization for the latest Armv9 instruction set. This development paves the way for future Qualcomm processors to be built upon the new architecture, in contrast to the current Snapdragon 8 Elite, which still operates on the Armv8 instruction set—albeit optimized to deliver performance on par with Armv9.
In its latest earnings report, Qualcomm disclosed first-quarter revenue of $11.7 billion for fiscal year 2025, with Qualcomm Technologies generating over $10 billion. Notably, revenue from mobile technology licensing reached an all-time high for a single quarter, while automotive-related technology licensing marked its sixth consecutive quarter of record-breaking revenue.
Meanwhile, Arm recently reported its financial results for the third quarter of fiscal year 2024, posting revenue of $983 million—slightly below market expectations. Licensing revenue accounted for $580 million. CEO Rene Haas attributed a downward revision of the company’s annual revenue target to the fiscal year drawing to a close, limiting opportunities for additional earnings.
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