Today, analysts Brendan Byrnes and Andrew Tonner discuss ARM Holdings' strong last quarter. The company continues to benefit from the rapid growth of the smartphone industry, maintaining that firm grip on the semiconductor IP market and giving ARM some strong tailwinds for future growth.

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Andrew Tonner has no positions in the stocks mentioned above. Brendan Byrnes owns shares of Qualcomm. The Motley Fool owns shares of Intel and Qualcomm. Motley Fool newsletter services recommend Intel and NVIDIA. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.