Arm Holdings (NASDAQ: ARM) reported record revenue of $1.29 billion for its first fiscal quarter ending June 30, 2026. This performance represents a 22% year-over-year increase and surpassed analyst expectations. Adjusted earnings per share rose 29% to $0.45, also beating consensus estimates.
Royalties from data centers more than doubled as cloud providers adopted Arm-based chips for AI infrastructure. Licensing revenue grew 23% to reach $574 million. Customer demand for the new Arm AGI CPU created a pipeline exceeding $2 billion for fiscal years 2027 and 2028.
Arm forecasts second-quarter revenue of approximately $1.38 billion. This outlook exceeds current Wall Street expectations.