Earnings ·
Arm Holdings plc reported record first-quarter fiscal year 2027 results for the period ended June 30, 2026
ARMArm Holdings PLC
Arm Holdings plc reported record first-quarter fiscal year 2027 results for the period ended June 30, 2026. Total revenue reached $1.29 billion, a 22% increase year-over-year, driven by royalty revenue of $715 million and licensing revenue of $574 million. Non-GAAP earnings per share grew 29% to $0.45, exceeding the top end of guidance. The company highlighted accelerating adoption of its Arm AGI CPU, with demand now exceeding $2 billion across fiscal years 2027 and 2028. Additionally, data center royalties more than doubled year-over-year as Neoverse shipments surpassed 1.5 billion cores. Arm provided Q2 FYE27 guidance projecting revenue between $1.33 billion and $1.43 billion and non-GAAP EPS of $0.43 to $0.51. Arm Holdings plc operates in the semiconductor industry, designing intellectual property for computer processors.