ARM HOLDINGS PLC /UK (ARM) Form 6-K — Jul 29, 2026
Arm Holdings reported record first-quarter revenue of $1.29 billion, up 22% year-over-year, driven by strong growth in both licensing and royalty segments. Non-GAAP earnings per share grew 29% to $0.45, significantly exceeding the top end of the company's prior guidance range. The company highlighted accelerating demand for its AI infrastructure, noting that data center royalties more than doubled year-over-year as customers continue transitioning to the Arm Neoverse platform. Additionally, Arm raised its opportunity outlook for the new Arm AGI CPU to over $2 billion across fiscal 2027 and 2028, double the initial estimate.
Key figures
- Eps
- 0.25
- Revenue
- 1289000000
- Net Income
- 270000000
- Revenue Yoy
- 22%
- Cash Position
- 3888000000
- Acv
- 1732000000
- Non Gaap Eps
- 0.45
- Q2 Guidance Eps
- $0.47
- Royalty Revenue
- 715000000
- Licensing Revenue
- 574000000
- Non Gaap Net Income
- 480000000
- Agi Cpu Opportunity
- $2 billion
- Q2 Guidance Revenue
- $1.38 billion
AI analysis
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