ARM HOLDINGS PLC /UK

ARM Holdings plc announced its 2026 Annual General Meeting (AGM) will be held on September 9, 2026, at 3:00 p.m. British Summer Time. The company distributed notice and proxy materials to shareholders and American Depositary Share (ADS) holders of record as of July 31, 2026. Key agenda items include the approval of the annual report and accounts for the year ended March 31, 2026, the directors' remuneration policy, the re-appointment of auditors, and the re-election of several directors.

Arm Holdings plc reported strong financial results for the three months ended June 30, 2026. Total revenue increased by 22.4% year-over-year to $1.29 billion, while net income surged by 107.7% to $270 million. Basic earnings per share also saw a significant rise to $0.25. The company experienced a substantial increase in income from equity investments, which contributed to the net income growth despite a decrease in operating income due to higher R&D and SG&A expenses.

Arm Holdings plc reported record first-quarter fiscal year 2027 results, with total revenue increasing 22% year-over-year to $1.29 billion and non-GAAP diluted EPS growing 29% to $0.45, surpassing guidance. The strong performance was driven by significant growth in both royalty and licensing revenue, fueled by accelerating demand for Arm's compute platform in AI across cloud infrastructure, edge devices, and physical AI systems. The company noted that demand for its Arm AGI CPU has exceeded initial expectations, now projected at over $2 billion for fiscal years 2027 and 2028.

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.

Arm Holdings plc has published its second quarter fiscal year 2026 results, which ended September 30, 2025. The company will host an audio webcast to discuss the results, and the shareholder letter is available on the investor relations website and will be furnished to the SEC on a Form 6-K.

Arm Holdings filed a 6-K report including unaudited financial statements for the three and six months ended September 30, 2025. The report includes condensed consolidated income statements, balance sheets, statements of cash flow, and management's discussion and analysis, providing investors with an update on the company's financial performance.

Arm Holdings filed a 6-K report including unaudited condensed consolidated financial statements for the three and nine months ended December 31, 2025. The filing includes information on the company's financial condition, results of operations, and forward-looking statements, providing investors with an update on Arm's performance.

Arm Holdings plc has released its third-quarter fiscal year 2026 results, which ended December 31, 2025. The company published a letter to shareholders containing the results, available on its investor relations website and to be furnished to the SEC on a Form 6-K. Arm will host an audio webcast to discuss the results.

Arm Holdings' CFO, Jason Child, reaffirmed the company's Q4 2026 guidance, previously issued on February 4, 2026, and provided long-range financial expectations during the 'Arm Everywhere' investor conference. This update allows investors to maintain their understanding of Arm's short-term outlook and gain insight into the company's longer-term financial goals.

Arm Holdings announced its expansion into production silicon products with the launch of the Arm AGI CPU, designed for AI data centers and agentic AI workloads. This marks a significant shift in Arm's strategy, moving beyond IP and Compute Subsystems to offer Arm-designed silicon, providing partners with more options and potentially accelerating innovation in the AI ecosystem.