ARM Arm Holdings (ARM) Q4 FY26 earnings call
Arm is pivoting from a pure-IP licensor to a dual-vector story: surging Neoverse/CSS data-center royalties running alongside a new silicon business built on the AGI CPU. Cloud AI is now the growth engine, offsetting a soft mobile market, while management frames a large multi-year data-center opportunity. The near-term constraint is supply, not demand — orders outrun the capacity Arm can secure this year.
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ARM operating KPIs by quarter
| KPI | Dec 2024 Q3 FY25 | Sep 2025 Q2 FY26 | Dec 2025 Q3 FY26 | This call Mar 2026 Q4 FY26 | Jun 2026 Q1 FY27 | Change vs prior quarter |
|---|---|---|---|---|---|---|
| Developers | 20M+We have more than 20 million developers, the world's largest developer community, and we continue to increase investment in our ecosystem.Source: earnings call transcript | 22M+Our leadership in AI is amplified by our unmatched software developer ecosystem, now more than 22 million strong, representing over 80% of the world's developer base.Source: earnings call transcript | 22M+Arm provides the foundation for that shift, a platform that spans milliwatts to gigawatts, and a developer ecosystem over 22 million developers, more than 80% of the global total.Source: earnings call transcript | 22M+With over 350 billion chips shipped and over 22 million developers, the Arm compute platform is the most comprehensive in history, and we are positioned to bring AI from cloud infrastructure to the Edge and to the physical world through a common compute platform and ecosystem.Source: earnings call transcript | 22M+Arm's software ecosystem continues to expand and now supports more than 22 million developers worldwide.Source: earnings call transcript | — |
Operating figures the company stated on at least two of the calls shown, checked against each call's transcript. Click a figure to read the sentence. A dash means it was not stated that quarter.
Inve summary of the company's earnings call; see how call summaries are prepared. Not investment advice.