Arm Holdings plc develops the Arm compute platform, including core IP, advanced compute subsystems and purpose-built silicon for power-efficient computing and AI workloads. The company licenses the Arm architecture and designs to technology customers, with royalty economics tied to chips shipped across smartphones, connected devices and other computing markets.
ARM news commonly covers quarterly and fiscal-year results, shareholder letters, business outlook commentary, platform events and product announcements. Recent company updates include expansion from IP and Arm Compute Subsystems into production silicon products, including the Arm AGI CPU for AI data centers.
ON Semiconductor (ON) and four chip and storage peers fell as semiconductor stocks declined despite recently reported quarterly revenue growth. At 10:18 a.m. ET on November 5, the PHLX Semiconductor Index fell 8.05% to 9,442.47, about 35% below its highest close of the past 52 weeks but roughly 33% above its 2025 close.
ON reported third-quarter revenue of $1,722 million, up 11% year-over-year, and guided fourth-quarter revenue to $1,715 million–$1,815 million. AMD (AMD) reported third-quarter revenue of $13.4 billion, up 45%; Arm (ARM) reported fiscal second-quarter revenue of $1,443 million, up 27%. Seagate (STX) reported fiscal first-quarter revenue of $4,233 million versus $2,629 million a year earlier. Tower Semiconductor (TSEM) reported third-quarter revenue of $526 million, up 33%. All five reports preceded the session and do not address its selloff.
Arm Holdings (NASDAQ: ARM) reported second-quarter fiscal 2027 revenue of $1.443 billion, up 27% year over year. For the quarter ended September 30, 2026, license and other revenue rose 50% to $773 million, while royalties increased 8% to $670 million. GAAP net income fell 45% to $130 million, with diluted earnings of $0.12 versus $0.22 a year earlier. Non-GAAP diluted earnings rose 33% to $0.52.
Quarterly operating cash flow fell 63% to $207 million. Arm forecasts third-quarter revenue of $1.54 billion, plus or minus $50 million, and non-GAAP diluted earnings of $0.56, plus or minus $0.04. Data center royalties doubled year over year. Arm AGI CPU purchase orders extend through calendar 2027, with first commercial deliveries on track for fiscal Q4 2027. The company expressed increased confidence in achieving up to $2 billion in Arm AGI CPU revenue across fiscal 2027–2028.
Arm Holdings (NASDAQ: ARM) will report second-quarter fiscal 2027 financial results on November 4, 2026, after market close.
An audio webcast at 14:00 Pacific / 17:00 Eastern / 22:00 Greenwich Mean Time will review the results and business outlook. A replay will be available shortly afterward on the investor website for four weeks.
Arm (Nasdaq: ARM) reported record Q1 FYE27 revenue of $1.289 billion, up 22% year over year, with royalty revenue of $715 million (+22%) and license and other revenue of $574 million (+23%). GAAP net income rose to $270 million from $130 million, while non-GAAP net income increased 28% to $480 million. GAAP diluted EPS was $0.25 (+108%) and non-GAAP diluted EPS was $0.45 (+29%).
GAAP gross margin reached 97.2% and non-GAAP gross margin 98.1%. GAAP operating expenses rose 28% to $1.162 billion, narrowing GAAP operating margin to 7.1%, while non-GAAP operating margin expanded to 41.2%. Annualized contract value increased 13% to $1.732 billion. Operating cash flow surged to $902 million from $332 million and non-GAAP free cash flow to $665 million from $150 million, with quarter-end liquidity of $3.888 billion.
Arm highlighted more than doubling of data center royalties, cumulative Neoverse shipments above 1.5 billion cores, and Arm AGI CPU demand now exceeding $2 billion across fiscal 2027–2028. For Q2 FYE27, Arm guides revenue of $1.38 billion ± $50 million and non-GAAP diluted EPS of $0.47 ± $0.04, with expected non-GAAP operating expenses of about $780 million.
Arm (NASDAQ: ARM) will report financial results for the first quarter of fiscal year 2027 on Wednesday, July 29, 2026, after market close.
The company will host an audio webcast conference call at 14:00 PT / 17:00 ET / 22:00 BST, with live and replay access via its investor website.
Arm Holdings (NASDAQ: ARM) published its shareholder letter reporting results for the fourth quarter and fiscal year ended March 31, 2026. The letter is available on the company investor website and will be furnished to the SEC on Form 6-K. Arm will host an audio webcast on May 6, 2026 at 14:00 PT / 17:00 ET / 22:00 BST with a live stream and a replay.
Links to the live webcast and replay are provided on the investor website; the letter will also appear on the SEC website.
Arm (NASDAQ: ARM) will release results for the fourth quarter of fiscal 2026 on Wednesday, May 6, 2026, after market close. The company will host a live conference call and audio webcast to review results and outlook at 14:00 PT / 17:00 ET / 22:00 BST.
Live audio webcast access and a replay will be available via the company’s investor site; the replay will remain available for four weeks.
Arm (NASDAQ:ARM) announced it is expanding its compute platform into production silicon with the Arm AGI CPU, its first Arm-designed data center CPU for agentic AI workloads. The CPU offers up to 136 Neoverse V3 cores, 6GB/s memory bandwidth per core, a 300W TDP, and claims >2x rack performance versus x86.
Meta is lead partner and co-developer; early OEM/ODM systems are available now with broader availability expected in H2 2026.
Arm (NASDAQ: ARM) will host Arm Everywhere on March 24, 2026 at Fort Mason Center for Arts & Culture, 10:00–16:30 PT, with a simultaneous virtual webcast.
The event will feature Arm executives and partners discussing AI and intelligent compute, with limited in-person seating and open virtual access via arm.com/company/arm-everywhere.
Arm Holdings (NASDAQ: ARM) published its shareholder letter reporting results for the third quarter of fiscal 2026, ended Dec. 31, 2025, and will furnish the letter on Form 6-K to the SEC.
The company will host an audio webcast today, Feb. 4 at 14:00 PT / 17:00 ET / 22:00 GMT, with live and replay links available on its investor relations site.