Arm Holdings Earnings Call Transcripts
Fiscal Year 2026
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The conference detailed robust growth strategies across Edge, Physical, and Cloud AI, emphasizing expanding TAM, strong software ecosystem, and the launch of AGI CPU to address new customer segments. Financial projections show $25B revenue by FY2031, with high confidence in customer commitments and market expansion.
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Arm unveiled its AGI CPU, a high-performance, power-efficient chip purpose-built for agentic AI workloads, now available and adopted by major partners like Meta and OpenAI. The product promises up to 2x performance per watt over x86, supports rapid scaling, and marks Arm's expansion from IP licensing to delivering finished silicon, targeting a $100B+ TAM in AI data centers.
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Record Q3 revenue and royalties were driven by strong AI and data center demand, with data center royalties more than doubling year-on-year. Guidance for Q4 remains robust, and long-term growth is supported by high-value licensing, increased R&D, and expanding AI opportunities.
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Record Q2 revenue grew 34% year-on-year, driven by strong royalty and licensing growth across all major markets. Data center and smartphone segments led performance, with continued aggressive R&D investment and a robust outlook for AI-driven demand.
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Q1 FY26 revenue reached $1.05B, up 25% in royalties year-over-year, with strong AI-driven demand across all segments. Neoverse CPUs are set to reach nearly 50% share at hyperscalers, and CSS royalty rates now exceed 10% of ASP. Guidance calls for continued growth and increased R&D investment.
Fiscal Year 2025
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Record Q4 and full-year results driven by strong AI and cloud demand, with revenue and royalties at all-time highs. Smartphone and infrastructure segments led growth, while macro and trade uncertainties limit full-year guidance. Aggressive R&D investment continues.
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Record revenue growth is fueled by AI demand, new products, and expanding market share in key segments. Heavy R&D investment and partnerships are driving technology leadership, while Arm CPUs gain traction in data centers and edge AI. Royalty and license revenues are set to grow as advanced architectures and AI adoption accelerate.
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Record Q3 revenue and royalties driven by strong Armv9 and CSS adoption, with AI demand fueling growth across all segments. Guidance for Q4 and FY2025 was raised, reflecting confidence in continued momentum and major AI infrastructure wins.
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Q2 revenue and royalty income exceeded guidance, driven by strong Armv9 and CSS adoption, especially in smartphones and cloud. FY25 outlook remains robust with high-teens royalty growth expected, despite industrial market weakness and ongoing Qualcomm litigation.
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Delivered record Q1 results with 39% revenue growth and strong gains in licensing and royalties, especially in smartphones and cloud. Outlook remains robust, with full-year revenue expected to rise 18%-27% and royalty growth led by Armv9 and compute subsystems, despite IoT and networking headwinds.