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Royalty growth was stellar with higher royalty chips now coming through (V8 was 3.5% of volume) with sales up 31% to $167.5m versus our $160.1m (consensus $159.9m).
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As production of these mobile computers start to ramp up in the second half of the year, Arm will benefit from the higher royalty percentage per chip that these technologies deliver compared to the processors in previous generations of mobile devices.
I had to quickly adjust my expectations in terms of upfront fees, and tried to use the lower-than-hoped for fees as a negotiating chip to get a higher royalty, a tactic which worked fairly well.
Evidence from the inventors' survey indicates that one third of respondents are incentivised by current royalty sharing arrangements, one third could be incentivised by higher royalty shares, and the remaining third is totally insensitive to royalty sharing.
It chose higher royalty rates over large advances from labels.
Still, for India the trend towards higher royalty payments is a backhanded compliment.
Spotify's subscription tier pays higher royalty rates to artists than its free tier.
Also Apple moved to Arm's higher royalty V8 architecture in 2013 with the iPhone 5s so Arm is unlikely to get a higher royalty from Apple.
Thanks to the Copyright Royalty Board, beginning in mid-July, all Internet radio stations will see substantially higher royalty fees.
Those deals are in danger, as Chavez seeks higher royalty payments from their operators.
In exchange, Televisa will receive higher royalty payments from Univision.
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