ArmARM
Moat score
Owns the instruction set the world’s software is compiled for, and charges rent on every chip that runs it.
MOATE3.7Deep
3.7 Deep
| Dimension | MOATE | Community |
|---|---|---|
| Switching costsweight 15Software ecosystems, toolchains, and decades of optimization target the Arm ISA; moving means recompiling the world. | 9 | — |
| Network effectsweight 15More Arm chips attract more software, which attracts more chip designs — the ISA compounds. | 8 | — |
| Scale & cost advantageweight 12A licensing business with modest revenue; scale is in reach, not in cost. | 6 | — |
| Brand & pricing powerweight 12Royalty rates have risen with each architecture generation and customers have paid. | 7 | — |
| Cornered resourceweight 12The instruction set architecture and the IP around it — unbuyable and un-cloneable without a license. | 9 | — |
| Distribution controlweight 12Inside essentially every smartphone and a growing share of data-center silicon. | 8 | — |
| Disruption resilienceweight 12RISC-V is the credible open alternative; adoption is real but the software gap is wide. | 6 | — |
| Independenceweight 10SoftBank control, litigation with Qualcomm, and export-control exposure. | 5 | — |
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