ARM
Arm Holdings·NASDAQ
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ARM fundamentals
Arm Holdings (ARM) released its earnings on Nov 5, 2025: revenue was 1.14M (YoY -99.86%), missed estimates; EPS was 0.39 (YoY +30.00%), beat estimates.
Revenue / YoY
1.14M
-99.86%
EPS / YoY
0.39
+30.00%
Report date
Nov 5, 2025
ARM Earnings Call Summary for Q2,2026
- Record Q2 Growth: $1.14 billion revenue (+34% YoY), driven by 21% YoY royalty growth and 56% YoY licensing surge.
- AI Compute Dominance: Neoverse data center royalties double YoY; Google's Arm-based Axion chip outperforms x86 by 65%.
- Strategic Expansion: 5 new Stargate sites, 3 new CSS licenses, and $178 million SoftBank-related revenue highlight ecosystem expansion.
- Future Outlook: Q3 guidance for $1.225 billion revenue (+25% YoY), with accelerating R&D investment in AI and edge computing.
- China Momentum: 22% of Q2 revenue from China, fueled by large license deals and strong smartphone/automotive adoption.
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Revenue & Expenses
ARM has released its 2026 Q2 earnings report, with revenue of 1.14B, reflecting a YoY change of 34.48%, and net profit of 238.00M, showing a YoY change of 122.43%. 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 is the revenue and EPS growth rate for Arm Holdings year over year?What guidance did Arm Holdings's management provide for the next earnings period?What were the key takeaways from Arm Holdings’s earnings call?What factors drove the changes in Arm Holdings's revenue and profit?What is Arm Holdings's gross profit margin?What does Arm Holdings do and what are its main business segments?Did Arm Holdings beat or miss consensus estimates last quarter?What were the key takeaways from Arm Holdings's earnings call?
