Kunjan Sabani

Softman has a lot of portfolio companies.

They acquired Graphcore, Ampere.

So you can imagine it's a leading indicator of where they would be using Arm IP.

Also, there's news about Softman working with Arm to sort of develop their own chips.

Yeah, it was a good quarter, but the concern here is that the fear that they would go back to 75% of share at Samsung comes to becoming true.

So that's, I think, what investors didn't like.

We think that Apple's share is higher than what we feared, 70.

It's close to 80 to 85%.

But that goodness got offset by the Samsung share drop.

You certainly ask interesting questions.

Well, today's your lucky day.

And I'm Katie Greifeld.