Arm Holdings shares rose more than 9% in after-hours trading following fiscal fourth-quarter results. The company reported adjusted earnings of $0.60 per share. Quarterly revenue reached $1.49 billion. This result exceeded the $1.47 billion analyst estimate. Total revenue grew 20% year-over-year.
Management reported over $2 billion in demand for the new Arm AGI CPU for fiscal years 2027 and 2028. The company is transitioning from licensing intellectual property to producing its own silicon for AI data centers. Arm projects revenue of approximately $1.29 billion for the first quarter of fiscal 2027.