Rene Haas
speaker
57 appearances
1 recordings
1 series
first heard May 2026
last heard 7 May
Rene Haas’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.
Appearances
Uh uh good morning, Caroline, and I'm in San Jose, not San Diego, but that's okay.
Um you know, in terms of the the overall market and and the quarter, we are we could not be happier in terms of the results that we had this last quarter.
It was uh one point five billion dollars in that neighborhood of revenue, which
Not long ago used to be a an annual revenue number for for the company.
Our data center business doubled year on year, uh, and we're seeing you know huge, huge demand for our new product, the the ARM AGI uh CPU.
So all of that has really um added up to a a terrific quarter.
To your question as far as smartphones, um we have definitely seen a slowdown there as well.
However, I would say compared to some of the other folks in the market, uh we're not really as exposed there.
Uh probably for two big reasons.
Number one, a lot of our volume comes from the premium segment where the royalty rates are quite rich using version nine.
And where the slowdown has taken place, we've seen is mostly in the in the lower end of the market where there's not a large royalty contribution for us.
Yeah, we are.
Uh and uh you know for 35 years the way we delivered product to our customers was through through IP, the blueprint that they use to essentially build chips based upon the ARM technology.
Uh as you know very well, we've seen huge growth in our data center business over the last number of years.
Uh Amazon with Graviton had just announced version five, Graviton Five, uh, Google Axion, uh, Microsoft Cobalt, and of course NVIDIA with with
With Vera.
But what we've seen, Caroline, you know, in the last number of months has been this explosion of demand for agentic workloads.
And agentic workloads essentially mean that agents are now putting queries on the data center that need to have answers back very quickly.
All of that work regarding the agentic management, orchestration, scheduling, et cetera, that is the kind of work only
Only a CPU can do, only a CPU.
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