Arm (ARM) released FY2027 Q1 results in U.S. after-hours trading on the morning of Jul 30, 2026 (Beijing time). The quarter ended Jun 2026.
1) Key metrics: revenue of $1.29bn (+22% YoY), in line with consensus ($1.26bn), driven by growth in both licensing and royalties. GPM was 97.2%, remaining elevated...
+8Below is Dolphin Research's compiled Trans of $Arm(ARM.US) FY27Q1 earnings call.
Part I: Core financial highlights review.1) Results recap: FY27Q1 revenue was $1.29bn (+22% YoY).
It was the highest quarterly revenue in the company's history.Royalty revenue was $715mn (+22% YoY), while licensing and other came in at $574mn (+23% YoY).
Both set Q1 records. Non-GAAP EPS was $0.45 (+29% YoY)...
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?'.
I. $Arm(ARM.US) core takeaways1) Quarterly results (FQ4 FY26): revenue $1.49 bn (+20% YoY), a single-quarter record, beating the midpoint of guidance. License revenue $819 mn (+29% YoY); royalty revenue $671 mn...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.
The $250mn QoQ uplift on the top line came almost entirely from licensing. GPM was 97.9%, continuing to edge higher...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?'.
Key takeaways: 1) Next-quarter guide: revenue of $1.42-1.52bn (mid-point +18% YoY). Within that, licensing is expected to grow at a high double-digit pace (~20% YoY); royalties are guided to low double-digit growth (11-13% YoY).Memory supply is not the main swing factor. The outlook is driven more by seasonality and a tough comp vs. last year...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...
