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Arm Holdings FY2026 Annual Report on Form 20-F Filed
Arm Holdings plc filed its annual report on Form 20-F for the fiscal year ended March 31, 2026, disclosing that its top five customers accounted for approximately 57% of total revenue, with Arm China representing approximately 16% of total revenue as the largest customer. The company noted ongoing litigation with Qualcomm and discussed risks related to production silicon products, geopolitical tensions, and customer concentration.
Arm Holdings Reports Q4 FYE26 and Full-Year FYE26 Results; Q1 FYE27 Guidance Issued
Arm Holdings Q4 FYE26 revenue of $1.49 billion and non-GAAP EPS of $0.60 both beat the company's prior guidance midpoint, with revenue exceeding the $1.47 billion midpoint by $20 million and EPS exceeding the $0.58 midpoint by $0.02. For the full fiscal year ended March 31, 2026, total revenue reached a record $4.92 billion, up 23% year-over-year, with non-GAAP EPS of $1.77. The company launched the Arm AGI CPU, its first data center chip, and disclosed more than $2 billion in customer demand for the product acr...
Arm Launches AGI CPU for AI Data Centers, Expanding Beyond IP to Production Silicon
Arm Holdings plc announced the expansion of its compute platform to include production silicon products for the first time in the company's history, beginning with the Arm AGI CPU designed for agentic AI infrastructure. Meta serves as the lead partner and co-developer of the Arm AGI CPU, with additional commercial commitments from partners including Cerebras, Cloudflare, F5, OpenAI, Positron, Rebellions, SAP, and SK Telecom. The Arm AGI CPU delivers up to 136 Arm Neoverse V3 cores per CPU with 6GB/s memory bandw...
Arm Holdings reported Q3 FY2026 revenue of $1.242 billion, exceeding the prior guidance midpoint of $1.225 billion by $17 million (beat). Non-GAAP EPS of $0.43 surpassed the guidance midpoint of $0.41 by $0.02 (beat). Total revenue grew 26% year-over-year to a record quarterly level, driven by 27% growth in royalty revenue to $737 million and 25% growth in licensing revenue to $505 million.
Arm Holdings Q2 FY2026 Revenue $1.14B Up 34% YoY; Diluted EPS $0.22
Arm Holdings plc reported total revenue of $1.14 billion for the three months ended September 30, 2025, up 34% year-over-year from $844 million, with net income of $238 million compared to $107 million in the prior year period. For the six months ended September 30, 2025, total revenue was $2.19 billion, up 23% year-over-year from $1.78 billion, with net income of $368 million compared to $330 million in the prior year period. The company recognized a $131 million pre-tax gain on the sale of its Artisan foundati...
Arm Holdings Q2 FYE26 Revenue $1.14B Beats Guidance, Non-GAAP EPS $0.39 Above Range
Arm Holdings reported Q2 FYE26 revenue of $1.14 billion, exceeding the guidance midpoint of $1.06 billion by $75 million (7.1% beat), with non-GAAP EPS of $0.39 beating the guidance midpoint of $0.33 by $0.06 (18.2% beat). Revenue grew 34% year-over-year, driven by 56% growth in licensing revenue to $515 million and 21% growth in royalty revenue to a record $620 million. The company issued Q3 FYE26 guidance for revenue of $1.225 billion plus/minus $50 million and non-GAAP EPS of $0.41 plus/minus $0.04.
Arm Holdings FY2025 Annual Report: Revenue $4.0B, Profit Before Tax $756M
Arm Holdings plc reported full-year fiscal 2025 (year ended March 31, 2025) group revenue of $4,007 million, a 24% increase compared to $3,233 million in fiscal 2024, driven by new licensing agreements, higher chip shipments, and improved product mix with higher royalty rates per chip; profit before tax more than doubled to $756 million from $312 million, while operating profit increased to $808 million from $200 million; the company derived approximately 56% of total net revenue from its top five customers (inc...
Arm Holdings reported Q1 FYE26 revenue of $1,053 million, beating the guidance midpoint of $1,050 million by $3 million (0.3%). Non-GAAP EPS of $0.35 beat the guidance midpoint of $0.34 by $0.01 (2.9%). Royalty revenue surged 25% year-over-year to a record $585 million for Q1, driven by Armv9 architecture adoption and CSS chip ramps across data center, automotive, smartphone, and IoT end markets. Non-GAAP operating margin declined to 39.1% from 47.7% in the prior year period due to 33% growth in operating expens...
Arm Holdings plc filed its Form 20-F for the fiscal year ended March 31, 2025, reporting that top five customers accounted for approximately 56% of total revenue, with largest customer Arm China representing 17% of total revenue, down from 24% in the prior year. The company disclosed ongoing litigation with Qualcomm and Nuvia, new U.S. and U.K. advanced compute export control rules, and updated risk factors related to tariffs and trade policy uncertainty.
Arm Holdings reported Q4 FYE25 revenue of $1,241 million, which beat the prior guidance midpoint of $1,225 million by approximately 1.3%, and non-GAAP fully diluted EPS of $0.55 beat the prior guidance midpoint of $0.52 by approximately 5.8%. Full fiscal year revenue of $4,007 million beat prior annual guidance midpoint of $3,990 million, and non-GAAP EPS of $1.63 beat the prior annual guidance midpoint of $1.60. The company also issued Q1 FYE26 guidance for revenue of $1,000 million to $1,100 million and non-GA...
Arm Holdings Reports Q3 FY2025 Results; Revenue $983M Up 19% YoY
Arm Holdings plc reported total revenue of $983 million for the three months ended December 31, 2024, up 19% compared to $824 million in the same period of the prior year. Net income increased to $252 million from $87 million in the prior year period, while diluted EPS rose to $0.24 from $0.08. For the nine months ended December 31, 2024, total revenue was $2.77 billion, up 20% year-over-year, with net income of $582 million compared to $82 million in the prior year period.
Arm Q3 FYE25 Revenue Beats Guidance by $38M, Non-GAAP EPS $0.39 Beats by $0.05
Arm Holdings reported Q3 FYE25 non-GAAP EPS of $0.39, beating the guidance midpoint of $0.34 by $0.05, and revenue of $983 million beat the guidance midpoint of $945 million by $38 million. Total revenue rose 19% year-over-year to a record $983 million, driven by record royalty revenue of $580 million (up 23% YoY) and license and other revenue of $403 million (up 14% YoY). Non-GAAP operating income increased to $442 million with a 45.0% operating margin compared to 43.8% in the prior year period.