What drove revenue growth?
As a public company ARM is now going to focus primarily on the numbers, its what public companies do. Saying that there was "100% revenue growth" doesn't mean a whole lot, though, unless you not only break that growth down (increased sales or increased licensing costs?) and have an appropriate baseline to compare it to.
Because as we all know, we can't keep increasing sales quarter on quarter with mature companies because you hit market saturation. This is the trap that smaller companies fall into -- its really easy to double sales when they're only $100K or a couple of million per year. Once you hit $100 million or more then growth may well slow. What that means on the ground is that maintaining RoI based on projections (since the nature of an IPO is that it "pays yourself forward") so you quickly end up looking for economies or acquisitions to maintain growth profitability.
(Been there.....done that.......)