Jun 2026 (Q1 FY27) — Jul 29, 2026
Arm Holdings Q1 FY27 — Record Revenue Driven by AI and AGI CPU Momentum
Read the full callArm Holdings (ARM) earnings
- Jun 2026
- Jun 2026 (Q1 FY27)
- Mar 2026
Arm Holdings earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 1,289 | +22.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 7.1 | −3.8 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 270 | +107.7% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
30 of 33 judged targets kept · 23 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Licensing and other revenue Growth | around 20% year-on-year | Mar 2026 | Licensing revenue grew 23% to $574 million | Achieved |
| AGI CPU production chip sales | first revenues | Mar 2026 | Initial product has now been delivered to multiple customers, and we have secured the manufacturing capacity needed to support the $1 billion opportunity we outlined last quarter across fiscal 2027 and fiscal 2028. | On Track |
3 of ARM HOLDINGS PLC /UK's 56 targets were missed. See which ones, and which are quietly gone. The 2 above are the free sample; 54 more targets are in the full ledger.
Claimed
- Record Q1 revenue of $1.29 billion, up 22% year-over-year.
- Record Q1 royalty revenue of $715 million, up 22% year-over-year, primarily driven by cloud AI.
- Licensing revenue grew 23% to $574 million, also a Q1 record.
- Non-GAAP EPS increased 29% to $0.45, exceeding the high end of guidance.
- Arm AGI CPU demand now exceeds $2 billion, with increased confidence in securing supply beyond the initial $1 billion opportunity.
Qualified
- Smartphone market softness due to higher memory prices, leading to a revised FY27 royalty growth expectation to high teens from 20%.
- Supply chain for Arm AGI CPU remains very tight across wafers, substrates, test capacity, and memory.
Price
$228.05 +0.11% · +$0.25
Performance +37.7% 1Y
1Y: $165.61 on 17 Oct 2025 → $228.05. High $439.46 (18 Jun 2026), low $104.55 (3 Feb 2026).
- Previous close
- $227.8
- 52-week range
- $104.55 – $439.46
- One year
- +32.97%
Overview
- Symbol
- ARM
- Sector
- Information Technology
- Industry
- Semiconductors & Related Devices
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
30 of 33 judged targets kept · 23 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Licensing and other revenue Growth | around 20% year-on-year | Mar 2026 | Licensing revenue grew 23% to $574 million | Achieved |
| AGI CPU production chip sales | first revenues | Mar 2026 | Initial product has now been delivered to multiple customers, and we have secured the manufacturing capacity needed to support the $1 billion opportunity we outlined last quarter across fiscal 2027 and fiscal 2028. | On Track |
Claimed
- Record Q1 revenue of $1.29 billion, up 22% year-over-year.
- Record Q1 royalty revenue of $715 million, up 22% year-over-year, primarily driven by cloud AI.
- Licensing revenue grew 23% to $574 million, also a Q1 record.
- Non-GAAP EPS increased 29% to $0.45, exceeding the high end of guidance.
- Arm AGI CPU demand now exceeds $2 billion, with increased confidence in securing supply beyond the initial $1 billion opportunity.
Qualified
- Smartphone market softness due to higher memory prices, leading to a revised FY27 royalty growth expectation to high teens from 20%.
- Supply chain for Arm AGI CPU remains very tight across wafers, substrates, test capacity, and memory.
The full ledger
Open ARM HOLDINGS PLC /UK’s full ledger
A free account opens 5 company ledgers a month. All 56 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q4 FY26) — May 6, 2026
Arm Holdings Q4 FY26 — Record quarter as Cloud AI royalties double and AGI CPU demand tops $2B
Read the full callDec 2025 (Q3 FY26) — Feb 4, 2026
Arm Holdings plc Q3 FY26 — Record Revenue and Royalties Driven by AI and Data Center Growth
Read the full callEvery analysed call
Arm Holdings earnings calls (ARM)
Financials
What the filings say
Net profit, year on year: +108% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 844 | 983 | 1,241 | 1,053 | 1,135 | 1,242 | 1,490 | 1,289 |
| Operating profit | 64 | 175 | 410 | 114 | 163 | 185 | 438 | 91 |
| Operating margin | 7.6% | 17.8% | 33.0% | 10.8% | 14.4% | 14.9% | 29.4% | 7.1% |
| Profit before tax | 64 | 268 | 144 | 146 | 302 | 228 | 481 | 253 |
| Tax rate | −67.2% | 6.0% | −45.8% | 11.0% | 21.2% | 2.2% | 34.9% | −6.7% |
| Net profit | 107 | 252 | 210 | 130 | 238 | 223 | 313 | 270 |
| EPS ($ per share) | 0.10 | 0.24 | — | 0.12 | 0.22 | 0.21 | — | 0.25 |
| Line item | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|
| Equity capital | — | 2 | 2 | 2 | 2 |
| Reserves | — | 2,457 | 2,751 | 3,543 | 4,447 |
| Total liabilities | — | 2,815 | 2,632 | 2,093 | 2,417 |
| Fixed assets | — | 185 | 215 | 354 | 772 |
| Investments | — | 661 | 1,000 | 740 | 850 |
| Total assets | — | 6,866 | 7,927 | 8,932 | 10,703 |
| Line item | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|
| Cash from operations | 458 | 739 | 1,090 | 397 | 1,524 |
| Cash from investing | -619 | -138 | -516 | -35 | -325 |
| Cash from financing | -32 | -42 | -208 | -202 | -548 |
| Net cash flow | -210 | 550 | 369 | 162 | 666 |
| Capital expenditure | -34 | -64 | -92 | -219 | -545 |
| Free cash flow | 424 | 675 | 998 | 178 | 979 |
ARM operating KPIs by quarter
| KPI | Dec 2024 Q3 FY25 | Sep 2025 Q2 FY26 | Dec 2025 Q3 FY26 | 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.
Insider filings
89 filings between Mar 25, 2026 and Sep 21, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$72.16M
41 sales by 7 insiders
46% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 17
- Award — granted as compensation
- 21
- Option exercise — converted options into shares
- 9
- Tax withheld — shares kept back by the company to cover tax
Also filed: 1 gift.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Child Jason | — | $19.99M | Sep 21, 2026 |
| Collins Spencer | — | $19.80M | May 19, 2026 |
| Abbey William | — | $12.02M | Jun 1, 2026 |
| Haas Rene A. | — | $6.63M | Apr 14, 2026 |
| Grisenthwaite Richard Roy | — | $5.09M | May 18, 2026 |
| Bartels Laura Kathleen | — | $4.44M | Jun 2, 2026 |
| Eaton Charlotte Claire | — | $4.18M | May 21, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 21, 2026 | Child Jason Chief Financial Officer | Sale 10b5-1 plan | 10,400 | $3.12M |
| Aug 31, 2026 | Haas Rene A. Chief Executive Officer | Award | 64 | $6.9K |
| Aug 27, 2026 | Child Jason Chief Financial Officer | Sale 10b5-1 plan | 10,400 | $2.66M |
| Aug 17, 2026 | Bartels Laura Kathleen Chief Accounting Officer | Option exercise | 862 | — |
| Aug 17, 2026 | Bartels Laura Kathleen Chief Accounting Officer | Option exercise | 819 | — |
| Aug 17, 2026 | Bartels Laura Kathleen Chief Accounting Officer | Tax withheld | 856 | $232.3K |
| Aug 7, 2026 | Sine Jeffrey Director | Gift | 9,572 | $0 |
| Jun 2, 2026 | Bartels Laura Kathleen Chief Accounting Officer | Sale | 11,306 | $4.44M |
| Jun 1, 2026 | Abbey William Chief Commercial Officer | Sale | 3,922 | $1.63M |
| Jun 1, 2026 | Abbey William Chief Commercial Officer | Sale | 2,644 | $1.01M |
| May 28, 2026 | Abbey William Chief Commercial Officer | Sale | 4,200 | $1.44M |
| May 22, 2026 | Abbey William Chief Commercial Officer | Sale | 2,300 | $703.4K |
| May 21, 2026 | Abbey William Chief Commercial Officer | Sale | 4,655 | $1.34M |
| May 21, 2026 | Eaton Charlotte Claire Chief People Officer | Sale | 2,805 | $808.1K |
| May 21, 2026 | Eaton Charlotte Claire Chief People Officer | Sale | 5,000 | $1.46M |
| May 21, 2026 | Eaton Charlotte Claire Chief People Officer | Sale | 4,000 | $1.13M |
| May 20, 2026 | Eaton Charlotte Claire Chief People Officer | Sale | 3,100 | $782.0K |
| May 20, 2026 | Child Jason Chief Financial Officer | Sale 10b5-1 plan | 31,920 | $7.23M |
| May 20, 2026 | Abbey William Chief Commercial Officer | Sale | 5,069 | $1.30M |
| May 19, 2026 | Abbey William Chief Commercial Officer | Sale | 10,887 | $2.44M |
| May 19, 2026 | Collins Spencer Chief Legal Officer | Sale | 40,941 | $8.80M |
| May 18, 2026 | Grisenthwaite Richard Roy Chief Architect | Sale | 24,339 | $5.09M |
| May 15, 2026 | Collins Spencer Chief Legal Officer | Option exercise | 3,950 | — |
| May 15, 2026 | Collins Spencer Chief Legal Officer | Award | 10,071 | — |
| May 15, 2026 | Collins Spencer Chief Legal Officer | Tax withheld | 36,310 | $7.59M |
| May 15, 2026 | Grisenthwaite Richard Roy Chief Architect | Award | 5,217 | — |
| May 15, 2026 | Grisenthwaite Richard Roy Chief Architect | Option exercise | 2,046 | — |
| May 15, 2026 | Grisenthwaite Richard Roy Chief Architect | Option exercise | 14,595 | — |
| May 15, 2026 | Grisenthwaite Richard Roy Chief Architect | Award | 4,158 | — |
| May 15, 2026 | Grisenthwaite Richard Roy Chief Architect | Option exercise | 1,631 | — |
| May 15, 2026 | Grisenthwaite Richard Roy Chief Architect | Award | 13,315 | — |
| May 15, 2026 | Grisenthwaite Richard Roy Chief Architect | Option exercise | 4,352 | — |
| May 15, 2026 | Grisenthwaite Richard Roy Chief Architect | Tax withheld | 21,301 | $4.46M |
| May 15, 2026 | Abbey William Chief Commercial Officer | Award 10b5-1 plan | 4,466 | — |
| May 15, 2026 | Abbey William Chief Commercial Officer | Option exercise 10b5-1 plan | 1,751 | — |
| May 15, 2026 | Abbey William Chief Commercial Officer | Award 10b5-1 plan | 4,444 | — |
| May 15, 2026 | Abbey William Chief Commercial Officer | Option exercise 10b5-1 plan | 1,743 | — |
| May 15, 2026 | Abbey William Chief Commercial Officer | Option exercise 10b5-1 plan | 4,706 | — |
| May 15, 2026 | Abbey William Chief Commercial Officer | Tax withheld 10b5-1 plan | 15,317 | $3.20M |
| May 15, 2026 | Abbey William Chief Commercial Officer | Sale 10b5-1 plan | 7,000 | $1.49M |
| May 15, 2026 | Bartels Laura Kathleen Chief Accounting Officer | Option exercise | 3,588 | — |
| May 15, 2026 | Bartels Laura Kathleen Chief Accounting Officer | Option exercise | 862 | — |
| May 15, 2026 | Bartels Laura Kathleen Chief Accounting Officer | Option exercise | 2,308 | — |
| May 15, 2026 | Bartels Laura Kathleen Chief Accounting Officer | Tax withheld | 3,383 | $707.6K |
| May 15, 2026 | Abbey William Chief Commercial Officer | Award 10b5-1 plan | 14,400 | — |
| May 15, 2026 | Child Jason Chief Financial Officer | Award | 11,909 | — |
| May 15, 2026 | Child Jason Chief Financial Officer | Option exercise | 4,670 | — |
| May 15, 2026 | Child Jason Chief Financial Officer | Award | 11,849 | — |
| May 15, 2026 | Child Jason Chief Financial Officer | Option exercise | 4,647 | — |
| May 15, 2026 | Child Jason Chief Financial Officer | Award | 57,601 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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