Arm Holdings plc American (ARM) Q3 2025 Earnings Report

In Q3 2025, Arm Holdings plc reported a record total revenue of $983 million, up 19% year-on-year, exceeding the upper limit of prior guidance, primarily fueled by strong demand in the AI sector. Notably, royalty revenue reached $580 million, a 23% increase, reflecting heightened adoption of the Armv9 architecture and Cortex-A processors, as well as growth in custom silicon deployments in data centers. The company's strategic focus on research and development remains crucial, with R&D spending at its highest level, indicating a commitment to sustaining long-term growth. Management anticipates continued momentum, projecting Q4 revenues to fall between $1.175 billion and $1.275 billion, representing substantial year-on-year growth.