ARM Holdings PLC ADR (ARM) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 29, 2026

After Close (Confirmed)

Period Ending

2027 (Q1)

Consensus EPS Forecast

0.4

Last Year’s EPS

0.35

Same Quarter Last Year

Analyst Consensus

Strong Buy

Based on 22 Analysts Ratings

Earnings Call Summary

Q4 2026

Earnings Call Date:May 06, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call communicated strong, broad-based growth with record revenue, EPS and accelerating data center momentum driven by Arm AGI CPU demand and expanding cloud adoption. Key positives include double-digit revenue growth, record margins, ACV growth, and major customer support and design wins. Near-term challenges include supply-chain/capacity limits for AGI CPU production, elevated R&D-driven operating expenses (up ~30% YoY), and some royalty volatility from mobile market comp and unit weakness. Management maintained conservative near-term guidance while expressing confidence in multi-year targets (e.g., $15B AGI CPU by FYE31) and long-term margin expansion.

Company Guidance

For Q1 of fiscal 2027 Arm guided revenue of $1.26 billion ± $50 million (about +20% YoY), with both royalty and license & other revenue each expected to be up around 20% YoY, non‑GAAP operating expense of ~ $760 million, and non‑GAAP EPS of $0.40 ± $0.04. Management reiterated first production Arm AGI CPU revenues are expected in the fourth quarter of this fiscal year, is maintaining a near‑term AGI CPU outlook of $1 billion (while noting > $2 billion of customer demand across FY27–FY28) and reaffirmed long‑term targets of $15 billion AGI CPU revenue + $10 billion IP revenue (total $25 billion) by FYE31 (translating to > $9 EPS). They also said ACV grew 22% YoY, license revenue is expected to be back‑end weighted (~60% H2), royalty growth is expected in the ~20% range for the year, OpEx will increase modestly quarter‑to‑quarter but grow less than revenue (driving incremental margin improvement), and first‑gen chip gross margins are ~30%+.

Record Quarterly and Fiscal Year Revenue

Q4 revenue of $1.49B, up 20% year-over-year (highest quarterly revenue ever); fiscal 2026 revenue of $4.92B, up 23% year-over-year.

Strong Licensing and Royalty Growth

License and other revenue of $819M, up 29% year-over-year; royalty revenue of $671M, up 11% year-over-year. Full-year licensing revenue $2.31B (up 25%) and full-year royalty revenue $2.61B (up 21%).

Record Earnings and Margins

Record non-GAAP EPS of $0.60 in Q4 and $1.77 for fiscal 2026. Non-GAAP operating income of $731M with a ~49% non-GAAP operating margin.

Data Center and Cloud AI Momentum

Data center royalty revenue more than doubled year-over-year, driven by accelerating ramp of Arm-based server chips and increased deployments of data center networking chips (DPUs/SmartNICs where Arm has ~100% share). Arm-based compute represents about 50% market share with top hyperscalers.

Arm AGI CPU Demand and Strategic Wins

Arm AGI CPU has >$2B of customer demand across fiscal 2027–2028 (more than double initial launch statement). Meta is lead partner/co-developer; design wins/commitments from SAP, Cloudflare, F5, SK Telecom and others. Company remains on track to target $15B AGI CPU revenue by FYE31.

Ecosystem Support and Market Adoption

More than 50 leading companies supporting Arm's expansion into silicon. Major cloud providers (Google, AWS, Microsoft) and accelerator vendors (NVIDIA) are adopting Arm-based host/head CPUs in next-gen AI infrastructure (e.g., Google replacing x86 with Arm Axion CPUs for TPU 8t/8i).

Annualized Contract Value (ACV) Growth

ACV grew 22% year-over-year, indicating strong underlying licensing trends despite lumpiness of high-value deals.

Guidance Reflects Continued Growth

Q1 revenue guidance of $1.26B ± $50M (midpoint ~20% year-over-year growth). Company forecasts continued royalty and license growth (both ~20% YoY) and non-GAAP EPS guidance of $0.40 ± $0.04 for Q1.

ARM Holdings PLC ADR (ARM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ARM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 29, 2026	2027 (Q1)	0.40 / -	0.35	―	―	―
May 06, 2026	2026 (Q4)	0.58 / 0.60	0.55	9.09% (+0.05)
Feb 04, 2026	2026 (Q3)	0.41 / 0.43	0.39	10.26% (+0.04)
Nov 05, 2025	2026 (Q2)	0.33 / 0.39	0.3	30.00% (+0.09)
Jul 30, 2025	2026 (Q1)	0.35 / 0.35	0.4	-12.50% (-0.05)
May 07, 2025	2025 (Q4)	0.53 / 0.55	0.36	52.78% (+0.19)
Feb 05, 2025	2025 (Q3)	0.34 / 0.39	0.29	34.48% (+0.10)
Nov 06, 2024	2025 (Q2)	0.26 / 0.30	0.36	-16.67% (-0.06)
Jul 31, 2024	2025 (Q1)	0.34 / 0.40	0.24	66.67% (+0.16)
May 08, 2024	2024 (Q4)	0.30 / 0.36	0.003	11900.00% (+0.36)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ARM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 06, 2026	$237.30	$213.31	-10.11%
Feb 04, 2026	$104.90	$110.88	+5.70%
Nov 05, 2025	$160.19	$158.25	-1.21%
Jul 30, 2025	$163.32	$141.38	-13.43%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.