Arm Holdings — 2026Q3 財報

“Revenue reached $1.29 billion, up 22% year over year, driven by record first-quarter licensing and royalty revenue. Royalty revenue grew 22% to $715 million, with data center royalties more than doubling year over year.”

Record Q1 revenue of $1.29 billion, up 22% year over year, with royalty revenue of $715 million (up 22%) and data-center royalties more than doubling year over year.

“Combined with continued investment in R&D, non-GAAP EPS grew 29% year over year to $0.45, above the top end of our guidance range.”

Non-GAAP EPS grew 29% year over year to $0.45, beating the top end of Arm's own guidance range.

“Customer demand has accelerated beyond our initial expectations and now exceeds $2 billion across fiscal 2027 and fiscal 2028. Since launch, we've continued to add new customers, including multiple customers in the US & China, while the overall value of our pipeline has continued to strengthen.”

Customer demand for the Arm AGI CPU now exceeds $2 billion across fiscal 2027 and fiscal 2028, with new customers added in the US and China since launch.

“Arm Neoverse shipments have now surpassed 1.5 billion cores, with the most recent 500 million shipping in just nine months, where the first 1 billion took 6 years, reflecting Arm’s growing market share and increasing value capture.”

Arm Neoverse shipments passed 1.5 billion cores, with the most recent 500 million shipping in just nine months versus 6 years for the first 1 billion.

“Operating cash flow was $902 million and non-GAAP free cash flow (FCF) was $665 million, benefiting from favorable timing of receivables collections and tax payments.”

Operating cash flow was $902 million and non-GAAP free cash flow was $665 million, helped by favorable timing of receivables collections and tax payments.

“Demand now exceeds $2 billion as we continue to add new customers, including multiple customers in the U.S. and China, while the overall value of our pipeline has continued to strengthen.”

CEO Rene Haas said Arm AGI CPU demand now exceeds $2 billion, with new customers added in the U.S. and China and a strengthening pipeline.

“Once again, the largest driver of royalty growth was cloud AI. Data center royalty revenue continues to more than double year-on-year, reflecting our sustained momentum across the market.”

CFO Jason Child identified cloud AI as the largest driver of royalty growth, with data-center royalty revenue continuing to more than double year on year.

“Of the $574 million of licensed revenue, our agreement with SoftBank for technology licensing and design services contributed $193 million. We expect the quarterly run rate for the rest of the year to be around $200 million.”

CFO Jason Child disclosed that Arm's agreement with SoftBank contributed $193 million of the $574 million in licensing revenue, with a quarterly run-rate of around $200 million expected for the rest of the year.

“For Q2, we expect revenue of $1.38 billion ±$50 million. At the midpoint, this represents revenue growth of about 22% year-on-year.”

CFO Jason Child guided Q2 FY2027 revenue to $1.38 billion ±$50 million, about 22% year-on-year growth at the midpoint.