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ARM Holdings PLC ADR (ARM)
NASDAQ:ARM
Earnings Data
Report Date
Feb 04, 2026After Close (Confirmed)
Period Ending
2026 (Q3)Consensus EPS Forecast
0.4Last Year’s EPS
0.39Same Quarter Last Year
Strong Buy
Based on 17 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call reflects strong growth and positive momentum for Arm, with record-breaking revenue, significant royalty and licensing revenue increases, strategic partnerships, and successful adoption of their compute platforms. However, there are challenges with increasing operating expenses, reliance on related party revenue from SoftBank, and power bottlenecks in data centers. Despite these challenges, the overall outlook remains positive due to the strong demand for Arm technology and its strategic positioning in the AI and compute markets.Company Guidance
Record-Breaking Second Quarter Revenue
Revenue of $1.14 billion, up 34% year-on-year, marking the third consecutive billion-dollar quarter.
Strong Royalty Revenue Growth
Royalty revenue reached a record $620 million, up 21% year-on-year, driven by growth in all major markets, including data center, smartphones, automotive, and IoT.
Significant Licensing Revenue Increase
Licensing revenue rose 56% to $515 million as companies continue choosing Arm to build their next-generation AI products.
Strategic Partnership with Meta
Announced a strategic partnership with Meta to scale AI efficiency across every layer of compute, combining Arm's energy-efficient compute with Meta's AI infrastructure.
Neoverse Compute Platform Success
Increased adoption of Neoverse compute platform, surpassing 1 billion CPUs deployed, and seeing significant use by leading partners like NVIDIA, Google, and Microsoft.
Lumex CSS Launch
Launched Lumex CSS, the most advanced mobile compute platform to date, enabling rich on-device AI experiences.
Strong Demand for Arm Technology
Continued strong demand for Arm technology, with non-GAAP operating income up 43% year-on-year and strong growth trajectory expected.
ARM Earnings History
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 |
|---|---|---|---|
Nov 05, 2025 | $160.19 | $158.25 | -1.21% |
Jul 30, 2025 | $163.32 | $141.38 | -13.43% |
May 07, 2025 | $124.19 | $116.52 | -6.18% |
Feb 05, 2025 | $173.26 | $167.47 | -3.34% |
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.
FAQ
When does ARM Holdings PLC ADR (ARM) report earnings?
ARM Holdings PLC ADR (ARM) is schdueled to report earning on Feb 04, 2026, After Close (Confirmed).
What is ARM Holdings PLC ADR (ARM) earnings time?
ARM Holdings PLC ADR (ARM) earnings time is at Feb 04, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ARM EPS forecast?
ARM EPS forecast for the fiscal quarter 2026 (Q3) is 0.4.
