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ARM Holdings PLC ADR (ARM)
NASDAQ:ARM
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q4)Consensus EPS Forecast
0.57Last Year’s EPS
0.55Same Quarter Last Year
Moderate Buy
Based on 21 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call was firmly positive on fundamental business momentum: record revenue and royalties, explosive data center growth (>100% YoY), strong licensing/ACV expansion (+28% YoY), and pronounced CSS and hyperscaler traction. Near‑term risks include elevated R&D/OpEx (+37% YoY), expected deceleration in royalty growth into the next quarter (low‑teens), and potential smartphone unit headwinds from memory constraints (management quantifies the downside as modest). Management’s guidance still points to continued growth and they emphasize strong long‑term secular opportunities in cloud, edge, and physical AI.Company Guidance
Record Revenue and Profitability
Total revenue of $1.24B, up 26% year‑over‑year; fourth consecutive >$1B quarter. Non‑GAAP EPS of $0.43 and non‑GAAP operating income of $505M (up 14% YoY) with a non‑GAAP operating margin of ~41%.
Royalty Momentum and Data Center Surge
Royalties reached a record $737M, up 27% YoY. Data center royalty revenue grew more than 100% YoY (doubling) and management expects data center to become the largest business in a few years; Arm’s share among top hyperscalers is expected to approach ~50% as core counts scale.
Strong Licensing and ACV Growth
License and other revenue of $505M, up 25% YoY. Annualized contract value (ACV) grew 28% YoY. SoftBank Technology Licensing & Design Services contributed $200M of license revenue this quarter. Two new ATA agreements and two new CSS licenses signed during the quarter.
Compute Subsystem (CSS) Traction
CSS momentum continues: 21 CSS licenses across 12 companies; five customers are shipping CSS‑based chips (two shipping second‑generation platforms); top four Android OEMs shipping CSS devices. CSS is already contributing materially to royalties (in the teens) and management projects it could become a very large share over the next 2–3 years.
Hyperscaler & Cloud AI Product Momentum
Multiple hyperscaler and cloud partners announced higher‑core Arm‑based processors (AWS Graviton5 with 192 cores, NVIDIA Vera 88 cores, Microsoft Cobalt 200 with 132 cores, Google m4a preview with up to 2x price performance and ~80% better performance per watt vs comparable x86). Integrated platform designs (DPUs, Nitro, Vera + GPUs) are driving system efficiency gains benefiting Arm IP.
Guidance Indicates Continued Growth
Q4 guidance: revenue $1.47B ± $50M (midpoint ≈ +18% YoY); royalties expected up low‑teens YoY; licensing expected up high‑teens YoY; non‑GAAP EPS $0.58 ± $0.04; non‑GAAP OpEx ≈ $745M.
Large Developer Ecosystem
Broad software and developer footprint: over 22 million developers (management states this represents >80% of the global total), supporting long‑term platform adoption across edge, physical, and cloud AI.
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 |
|---|---|---|---|
Feb 04, 2026 | $104.90 | ― | ― |
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% |
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 May 06, 2026, After Close (Confirmed).
What is ARM Holdings PLC ADR (ARM) earnings time?
ARM Holdings PLC ADR (ARM) earnings time is at May 06, 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 (Q4) is 0.57.
