Below is Dolphin Research's Trans of ARM FY26 Q4 earnings call. For our earnings take, please see 'ARM: short-term volatility can't mask its edge; AI sets a long-term premium?'.

ARM (ARM.O) reported Q4 FY2026 results (quarter ended Mar 2026) after the US close on May 7 (Beijing time). Key takeaways: (1) Headline metrics: $Arm(ARM.US) posted revenue of $1.49bn (+20% YoY), slightly above consensus at $1.47bn.

Below is Dolphin Research's ARM FY2026 Q3 earnings call Trans. For our detailed read-through, see 'ARM: AI tailwinds intact, but smartphones are the current drag?'.

ARM (ARM.O) released its FY2026 Q3 results (quarter ended Dec 2025) after U.S. market close on the morning of Feb 5, 2026 Beijing time. Key takeaways: 1) Metrics:

$Arm(ARM.US) reported revenue of $1.24bn, up 26% YoY, in line with consensus ($1.23bn). Of the $100mn QoQ increase in revenue, most came from royalty growth. GPM was 97.6%, holding above 97%...

The following are the minutes of the ARM FY2026 Q2 earnings call organized by Dolphin Research. For an interpretation of the earnings report, please refer to the article titled "ARM: With SoftBank as a Backer, the 'Hot Commodity' in the AI Chain?".

1. $Arm(ARM.US) Key Financial Data Review

Overall Performance: Second-quarter revenue reached $1.14 billion, up 34% year-on-year, surpassing the $1 billion mark for three consecutive quarters.

Segment Revenue: Royalty income (patent usage fees) hit a record high of $620 million, up 21% year-on-year, primarily driven by growth in all major markets including data centers, smartphones, automotive, and IoT...

ARM (ARM.O) released its financial report for the second quarter of fiscal year 2026 (ending September 2025) after the U.S. stock market closed on the morning of November 6, 2025, Beijing time. Key points are as follows: 1. Main Data: ARM achieved a revenue of $1.135 billion this quarter, a year-on-year increase of 34.5%, slightly better than market expectations ($1.059 billion). Of the $80 million quarter-on-quarter increase in revenue this quarter, half came from the licensing business and the other half from the royalty business, both of which grew this quarter. The company's gross margin was 97.4%, maintaining a high level above 97%...

The following is the earnings call minutes for ARM's fiscal year 2026 first quarter, organized by Dolphin Research. For an interpretation of the earnings report, please refer to "ARM: 'Chip Tax' Holds the Fort, but Are Orders 'A Bit Cold' Amidst Spending?" 1. $Arm(ARM.US) Key Financial Information Review a. Key Business Progress a. CSS: Completed the first three upgrades of existing customers to the next-generation platform. The next-generation CSS platform offers better value, functionality, and faster market entry, with royalty rates reaching a historical high, laying the foundation for further investment...

ARM (ARM.O) released its financial report for the first quarter of fiscal year 2026 (ending June 2025) after the U.S. stock market closed on the morning of July 31, 2025, Beijing time. The key points are as follows: 1. Main data: $Arm(ARM.US) achieved revenue of $1.053 billion this quarter, an increase of 12.1% year-on-year, close to market expectations ($1.059 billion). The growth rate of the royalty business reached 25%, which is the main source of the company's revenue growth, while the licensing business declined. The company's gross profit margin was 97.2%, continuing to maintain at a high level...

ARM (ARM.O) released its Q4 FY2025 earnings report (as of March 2025) in the US after-hours trading session on May 8, 2025, Beijing time. Below is the earnings call Minutes for ARM's Q4 FY2025. For the Quick Interpretation of the earnings report, please refer to《ARM: Guidance Warning "Pours Cold Water", Valuation Bubble About to Burst?》I. $Arm(ARM.US) Key Earnings Highlights Review1. Revenue Performance: Q4 total revenue reached $1.24 billion, at the upper end of the guidance range. Full-year revenue exceeded $4 billion...

ARM (ARM.O) released its Q4 2025 fiscal year earnings (as of March 2025) after the U.S. market close on May 8, 2025, Beijing time. Key highlights: 1. Overall performance: Revenue & gross margin both hit record highs. ARM achieved revenue of $1.24 billion in Q4 FY2025 (i.e., Q1 2025), up 33.7% YoY, in line with market expectations ($1.23 billion). The revenue growth this quarter was primarily driven by growth in licensing and royalty businesses; $Arm(ARM.US) reported net profit of $210 million this quarter...