ARM HOLDINGS PLC /UK (ARM) Company Report

Arm Holdings reported Q2 revenue of $1.14 billion, a 34% year-over-year increase, and issued an optimistic Q3 forecast of approximately $1.23 billion, surpassing analyst expectations.
The company's growth is primarily fueled by robust demand in artificial intelligence (AI) and data center markets, leading to increased royalties from chips using its designs and higher licensing revenue.
Arm is strategically expanding its role by designing and developing its own chips through 'Compute Subsystems' (CSS), with its Neoverse platform revenue doubling and projected to achieve nearly 50% of top-tier data center deployments by 2025.
Arm's business diversification includes contributions from cloud and networking (10%), automotive (7%), and IoT/embedded systems (18%), though smartphones still account for 45% of royalties.

Nov 6, 2025, 10:07 AM

Bloomberg

Arm Reports Strong Q2 FY26 Results and Provides Q3 FY26 Guidance

ARM

Earnings

Guidance Update

Revenue Acceleration/Inflection

Arm reported strong Q2 FY26 results with revenue of $1.14 billion, up 34% year-on-year, marking its third consecutive billion-dollar quarter.
Royalty revenue reached a record $620 million, increasing 21% year-on-year, primarily driven by growth in data center, smartphones, automotive, and IoT, with data center Neoverse royalties more than doubling.
Licensing revenue rose 56% to $515 million, fueled by demand for next-generation architectures and strategic engagements, including an expanded agreement with SoftBank.
Non-GAAP EPS for Q2 FY26 was $0.39, exceeding the high end of guidance.
For Q3 FY26, Arm projects revenue of $1.225 billion (midpoint), an approximate 25% year-on-year growth, and non-GAAP EPS of $0.41 (midpoint).

Nov 5, 2025, 10:00 PM

Transcript

Arm Reports Strong Q2 FY2026 Results with Significant AI-Driven Growth

ARM

Earnings

Guidance Update

New Projects/Investments

Arm reported robust Q2 FY2026 financial results, with revenue reaching $1.14 billion, a 34% year-on-year increase, and non-GAAP EPS of $0.39. Related party revenue from SoftBank increased to $178 million in Q2 2026.
Both royalty and licensing revenues demonstrated strong growth; royalty revenue hit a record $620 million (up 21% year-on-year) driven by all major markets, while licensing revenue surged 56% to $515 million.
The company emphasized its expanding role in AI, announcing a strategic partnership with Meta, and highlighting that its Neoverse compute platform has surpassed 1 billion CPUs deployed. This includes significant adoption by hyperscalers like Google, whose Arm-based Axion chip offers 65% better price performance and 60% less energy.
For Q3 FY2026, Arm projects continued growth with revenue of $1.225 billion (midpoint, representing 25% year-on-year growth) and non-GAAP EPS of $0.41.

Nov 5, 2025, 10:00 PM

Transcript

Arm Reports Strong Q2 2026 Results Driven by AI Demand and Provides Q3 2026 Guidance

ARM

Earnings

Guidance Update

New Projects/Investments

Arm reported Q2 2026 revenue of $1.14 billion, a 34% year-on-year increase, with record royalty revenue of $620 million (up 21%) and licensing revenue up 56% to $515 million. Non-GAAP EPS was $0.39, exceeding guidance.
For Q3 2026, the company expects revenue of $1.225 billion \u00b1$50 million (midpoint up 25% year-on-year) and non-GAAP EPS of $0.41 \u00b1$0.04.
Growth was significantly driven by accelerating demand for AI compute, with data center Neoverse royalties more than doubling year-on-year and the Neoverse Compute platform surpassing 1 billion CPUs deployed.
Strategic initiatives include a partnership with Meta for AI efficiency, signing three new CSS licenses (totaling 19 across 11 companies), and the planned acquisition of DreamBig Semiconductor for data center networking.
Related party revenue from SoftBank contributed $178 million in Q2 2026, an increase of $52 million from the prior quarter, primarily from licenses and design services.

Nov 5, 2025, 10:00 PM

Transcript

ARM Holdings plc Reports Strong Q2 2026 Revenue and Net Income Growth

ARM

Earnings

M&A

Legal Proceedings

ARM Holdings plc reported a 34% increase in total revenue to $1,135 million for the three months ended September 30, 2025, compared to the prior year period, with net income rising to $238 million.
This growth was driven by a 56% increase in License and Other Revenue to $515 million and a 21% increase in Royalty Revenue to $620 million for the three months ended September 30, 2025. Revenue from related parties also significantly increased by 120%.
The company completed the sale of its Artisan foundation IP business on August 26, 2025, recognizing a pre-tax gain of $131.0 million, and entered into an agreement in October 2025 to acquire DreamBig Semiconductor, Inc. for approximately $265.0 million in cash.
Legal proceedings with Qualcomm and Nuvia continue, with Qualcomm being granted judgment as a matter of law in its favor regarding Nuvia's breach of the Architecture License Agreement on September 30, 2025, which ARM has appealed.

Nov 5, 2025, 9:06 PM

6-K

Arm Holdings plc Reports Strong Q2 FYE26 Results and Positive Q3 FYE26 Guidance

ARM

Earnings

Guidance Update

Revenue Acceleration/Inflection

Arm Holdings plc reported strong Q2 FYE26 results, with total revenue increasing 34% year-over-year to $1.135 billion, exceeding guidance, and non-GAAP diluted EPS of $0.39, also above guidance. This marks the third consecutive quarter with revenue over $1 billion.
Royalty revenue grew 21% year-over-year to a record $620 million, driven by adoption in smartphones, data centers, automotive, and IoT, while licensing revenue increased 56% year-over-year to $515 million due to high-value license agreements.
For Q3 FYE26, the company provided guidance of revenue between $1.175 billion and $1.275 billion and non-GAAP fully diluted EPS of $0.37 to $0.45.
The company emphasized its central role in AI across all segments, highlighting strategic partnerships with companies like Meta, Google, NVIDIA, and Tesla, and noted a 28% year-over-year increase in Annualized Contract Value (ACV) to $1.6 billion.

Nov 5, 2025, 9:02 PM

6-K

Alchip Technologies Joins Arm Total Design Ecosystem

ARM

New Projects/Investments

Alchip Technologies joined the Arm Total Design ecosystem on October 14, 2025, aiming to accelerate and simplify the development of silicon based on Arm Neoverse Compute Subsystems (CSS).
This collaboration will provide Alchip with significant advantages in building Arm-based SoCs, leading to faster time-to-market and reduced risk for advanced designs at 3nm and 2nm process nodes.
The partnership is expected to benefit key markets such as AI/ML silicon companies, networking, storage, and telecom infrastructure, by integrating Alchip's advanced ASIC design and manufacturing capabilities with Arm's Neoverse CSS.

Oct 14, 2025, 4:30 PM

Press Release

Arm Holdings Leads $250M Funding Round for AI Chipmaker Rebellions

ARM

New Projects/Investments

M&A

Product Launch

Arm Holdings led a $250 million Series C funding round for South Korean AI chipmaker Rebellions, boosting its valuation to $1.4 billion.
Rebellions plans to use the capital to mass produce its REBEL-Quad chip for large-scale AI inference in data centers and accelerate its product development roadmap.
Following this funding round, Rebellions' CFO stated the company's master plan is to go public through an IPO.
Rebellions also merged with SK Telecom’s AI chip startup Sapeon in 2024 to strengthen its capabilities in the AI semiconductor space.

Sep 30, 2025, 1:11 AM

Bloomberg

ARM Holdings plc Reports Strong FY2025 Financial Results and Announces $150 Million IP Business Sale

ARM

Earnings

Revenue Acceleration/Inflection

M&A

ARM Holdings plc reported revenue of $4,007 million for the fiscal year ended March 31, 2025, a significant increase from $3,233 million in the prior year, primarily due to new licensing agreements and higher chip shipments.
Profit before tax surged to $756 million for the fiscal year ended March 31, 2025, up from $312 million in the previous year, with basic earnings per share reaching $0.62.
Total operating costs increased to $3,076 million for the year ended March 31, 2025, mainly due to increased investment in employees and IT expenses.
In April 2025, after the balance sheet date, the Group agreed to sell its Artisan foundation IP business for approximately $150 million.

Sep 18, 2025, 8:03 PM

6-K

SoftBank's Masayoshi Son Regains Richest Person Title

ARM

New Projects/Investments

M&A

Masayoshi Son, SoftBank's founder and CEO, has reclaimed his position as Japan's richest person, with his net worth estimated at $50.5 billion, driven by a surge in SoftBank's shares due to investor optimism about its AI investments.
SoftBank's shares have surged over 60% this year, helping Son regain the title after a four-year gap.
Son's AI strategy includes significant investments, such as the 2016 acquisition of Arm for $32 billion and the 2025 acquisition of US chipmaker Ampere Computing for $6.5 billion.
SoftBank is the lead investor in OpenAI's $40 billion funding round, planning to invest up to $30 billion directly.

Aug 11, 2025, 1:33 AM

CNBC

Earnings Transcripts

Quarterly earnings call transcripts for ARM HOLDINGS PLC /UK.

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