ARM
Arm Holdings plc American
Q1 2026 Report
Arm Holdings plc (ARM) Q1 2026 Financial Results: Strong Growth Driven by AI Demand...
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Executive Summary
In the second quarter of fiscal 2025, Arm Holdings plc (ARM) reported a total revenue of $844 million, surpassing analysts' expectations and reflecting a solid growth trajectory, particularly in its royalty revenues, which rose 23% year-over-year. This growth was fueled by the increasing adoption of Arm's v9 architecture, particularly in mobile technologies, where royalty revenue from smartphones increased an impressive 40% despite only a 4% growth in unit sales. The company continues to capitalize on the expanding AI landscape, positioning itself as a crucial player across various sectors including data centers and automotive. Management remains optimistic, reasserting full-year revenue guidance between $3.8 billion and $4.1 billion.
Key Performance Indicators
Revenue
844.00M
QoQ: -10.12% | YoY:4.71%
Gross Profit
812.00M
96.21% margin
QoQ: -8.20% | YoY:6.84%
Operating Income
64.00M
QoQ: -64.84% | YoY:141.03%
Net Income
107.00M
QoQ: -52.02% | YoY:197.27%
EPS
0.10
QoQ: -52.38% | YoY:190.91%
Revenue Trend
Margin Analysis
Key Insights
- Current Ratio: 4.52
- Return on Assets (ROA): 1.32%
- Debt-to-Equity Ratio: 0.0429