Earnings ·
Arm posts $1.44B Q2 revenue, up 27%, with Non-GAAP EPS of $0.52
ARMArm Holdings PLC
Arm Holdings reported record second-quarter fiscal 2027 results ending September 30, 2026. Total revenue reached $1.44 billion, a 27% increase year over year, driven by a 50% surge in license and other revenue to $773 million and an 8% rise in royalty revenue to $670 million. Non-GAAP earnings per share climbed 33% to $0.52, while GAAP diluted EPS was $0.12. The company highlighted strong demand for its compute platform across data centers, edge AI, and physical AI sectors, noting that data center royalties doubled year over year. Arm also raised confidence in achieving up to $2 billion in Arm AGI CPU revenue over fiscal years 2027 and 2028. Arm Holdings plc operates as a foundational computing platform provider for artificial intelligence, licensing IP and designing silicon.