ARM
Arm Holdings·NASDAQ
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ARM fundamentals
Arm Holdings (ARM) released its earnings on Feb 4, 2026: revenue was 1.24B (YoY +26.35%), beat estimates; EPS was 0.21 (YoY -46.15%), missed estimates.
Revenue / YoY
1.24B
+26.35%
EPS / YoY
0.21
-46.15%
Report date
Feb 4, 2026
ARM Earnings Call Summary for Q3,2026
- Record Q3 Performance: $1.24 billion revenue (+26% YoY), driven by 27% YoY royalty growth and 25% YoY license revenue.
- Data Center Dominance: Neoverse CPUs deployed in 1 billion cores, with hyperscalers doubling core counts in Arm-based CPUs.
- CSS Acceleration: 21 CSS licenses signed, 5 customers shipping CSS chips, and top Android OEMs adopting CSS.
- Risk Mitigation: 20% smartphone unit decline would only reduce royalty growth by 2-4%, offset by triple-digit data center growth.
- Long-Term Vision: Data center to surpass mobile as largest business; CSS to reach 50% of royalties within 3 years.
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Revenue
Revenue & Expenses
ARM has released its 2026 Q3 earnings report, with revenue of 1.24B, reflecting a YoY change of 26.35%, and net profit of 223.00M, showing a YoY change of -11.51%. The Sankey diagram below clearly presents ARM's revenue sources and cost distribution.
Key Indicators
Arm Holdings (ARM) key financial stats and ratios, covering profitability, financial health, and leverage.
Arm Holdings (ARM)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Arm Holdings (ARM)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Arm Holdings (ARM)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Arm Holdings (ARM) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Arm Holdings (ARM) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
What were the key takeaways from Arm Holdings’s earnings call?What does Arm Holdings do and what are its main business segments?What factors drove the changes in Arm Holdings's revenue and profit?Did Arm Holdings beat or miss consensus estimates last quarter?What is the revenue and EPS growth rate for Arm Holdings year over year?What is Arm Holdings's latest dividend and current dividend yield?What guidance did Arm Holdings's management provide for the next earnings period?What were the key takeaways from Arm Holdings's earnings call?
