ARM
Arm Holdings (ADR)Chips & ComputeAI exposure: Partial
Licenses the CPU architecture used in many AI servers and every smartphone.
Alerts for ARM
01What does it supply?
Products, customers, and where it sits in the AI stack.
What the company does
Licenses processor designs and instruction-set architecture; earns royalties per chip shipped.
Its role in AI
Arm-based CPUs are used alongside accelerators in several hyperscaler and NVIDIA server designs, and in on-device AI in phones.
02How much does AI matter to its business?
Partial. One line of business, or an indirect beneficiary.
Reported figures come from the company's own filings and releases. Estimates are third-party or editorial and are kept separate. The exposure label is an editorial judgment.
Reported by the company
- Total revenue increased 22% year-over-year to $1,289 million; royalty revenue up 22% to $715 million; license and other revenue up 23% to $574 millionSource · Q1 FY2027, quarter ended June 30, 2026
- Data center royalties more than doubled year over year; Arm Neoverse shipments have now surpassed 1.5 billion coresSource · Q1 FY2027, quarter ended June 30, 2026
- Arm AGI CPU: customer demand 'has accelerated beyond our initial expectations and now exceeds $2 billion' across fiscal 2027-2028 (vs. $1 billion initially outlined)Source · Q1 FY2027 shareholder letter, July 29, 2026
- Q2 FY2027 guidance: revenue $1.38bn +/- $50m; non-GAAP fully diluted EPS $0.47 +/- $0.04Source · Guidance issued July 29, 2026 for quarter ending Sept 30, 2026
Estimates
No third-party or editorial estimates are listed for ARM. Only company-reported figures are shown at present.
Key financial metrics, by reporting period
Company-reported, via TradingView03What should visitors watch next?
Earnings, product launches, customer spending, and the risks that matter.
Next earnings
2026-11-04
Q2 FY2027 results; listed on Arm's IR events page as a 'tentatively proposed' FYE27 earnings date, no time or webcast posted yet
SourceWatch list
- Q2 FY2027 revenue vs. guidance of $1.38bn +/- $50m and non-GAAP EPS $0.47 +/- $0.04 source
- Arm AGI CPU demand pipeline, stated at more than $2 billion across fiscal 2027-2028, and any conversion to shipped revenue source
- Whether data center royalties keep doubling year over year as Neoverse core shipments (1.5 billion to date, 500 million in the last 9 months) continue to ramp source
Growth drivers
- Royalty growth 'driven by the continued adoption of Arm technology with higher royalty rates per chip, such as Armv9 architecture and Arm CSS' source
- Data center royalties more than doubled 'as the transition of AI infrastructure to Arm continued to accelerate', with NVIDIA Vera, AWS Graviton5, Google Axion and Microsoft Cobalt 200 cited source
- Demand for the Arm AGI CPU 'has continued to exceed our initial expectations', now above $2 billion across fiscal 2027-2028 source
Risks
- Developing production silicon such as the Arm AGI CPU, CSS and chiplets exposes Arm to new competitive, technological, regulatory, operational and financial risks distinct from its IP-licensing model source
- Concentration of revenue from the PRC (Arm China was 16% of FY2026 revenue; top five customers 57%) makes Arm susceptible to PRC economic/political risk and U.S./U.K.-China trade and export-control tensions source
- Failure to develop new products in response to rapid technological change, including uncertain AI adoption and evolving requirements, could materially and adversely affect the business source
Recent developments: SEC filings
Source: SEC EDGAR · refreshed every 15 minInsider trades
Form 4, last 6 filings| Insider | Transaction | Shares | Avg price | Filed |
|---|---|---|---|---|
Haas Rene A. Director, Chief Executive Officer | Grant / award · acquired | 64 | $108.33 | 2026-09-10 |
Child Jason Chief Financial Officer | Open-market sale · disposed | 10,400 | $255.33 | 2026-08-31 |
Bartels Laura Kathleen Chief Accounting Officer | Option exercise · acquired | 1,681 | — | 2026-08-18 |
Bartels Laura Kathleen Chief Accounting Officer | Tax withholding · disposed | 856 | $271.43 | 2026-08-18 |
Sine Jeffrey Director | Gift · disposed | 9,572 | — | 2026-08-11 |
Bartels Laura Kathleen Chief Accounting Officer | Open-market sale · disposed | 11,306 | $392.70 | 2026-06-04 |
News
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Compare all →Original sources
- Investor relations — earnings dates, releases, presentations
- SEC EDGAR company page — every filing (CIK 0001973239)
- TradingView symbol page — full chart and data
Research note — ADR; fiscal year ends March 31, annual report is a 20-F (FY ended March 31, 2026, filed 2026-05-26). Nov 4, 2026 earnings date is labelled tentative by Arm. Figures taken from the Q1 FY2027 shareholder letter PDF on investors.arm.com (also furnished on 6-K 2026-07-29); the newsroom press release itself contains no figures.