Quarterly ResultMay 6, 2026, 04:09 PM
Arm Q4 Revenue $1.49B, EPS $0.60; FY26 Revenue $4.92B, EPS $1.77
AI Summary
Arm Holdings plc reported record-breaking results for its fourth quarter and fiscal year ended March 31, 2026. Q4 revenue reached $1.49 billion with non-GAAP EPS of $0.60, while full-year revenue was $4.92 billion and non-GAAP EPS was $1.77, marking the third consecutive year of over 20% revenue growth. The company also highlighted significant customer demand for its newly launched Arm AGI CPU, its first data center chip, with over $2 billion in demand across fiscal 2027 and 2028.
Key Highlights
- Q4 FY26 total revenue increased 20% year-over-year to a record $1.49 billion.
- Q4 FY26 non-GAAP diluted EPS was $0.60, up 9% year-over-year.
- Full-year FY26 total revenue increased 23% year-over-year to a record $4.92 billion.
- Full-year FY26 non-GAAP diluted EPS was $1.77, up 9% year-over-year.
- Licensing revenue grew 29% year-over-year in Q4 to $819 million; royalty revenue grew 11% to $671 million.
- Arm AGI CPU has over $2 billion in customer demand across fiscal 2027 and 2028.
- Arm's market share of CPU compute among top hyperscalers is approximately 50%.
- Q1 FY27 revenue guidance is $1.26 billion +/- $50 million, with non-GAAP EPS guidance of $0.40 +/- $0.04.