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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...
+9Below 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 TSMC FY26 Q2 (fiscal Q2 2026) earnings call. For the earnings analysis, see 'No blowout, just so-so: Can TSMC still carry the AI narrative?'
I. $Taiwan Semiconductor(TSM.US) earnings highlights recap — 1) Shareholder returns: TWD 467 bn in cash dividends in 2025 (+28.6% YoY), with full-year DPS of TWD 18. In 2026, DPS will rise to TWD 24...
