Recent Updates — ARM

Arm Holdings plc filed a Form 6-K submitting its Annual Report for the fiscal year ended March 31, 2026. The company reported revenue of $4,920 million, up from $4,007 million in the prior year, with profit before tax increasing to $960 million from $756 million. Total operating costs rose to $4,098 million due to increased research and development investments and headcount growth. The company introduced its first production silicon product, the Arm AGI CPU, in March 2026. At year-end, Arm held total cash and deposits of $3,604 million and net assets of $8,309 million. CEO Mr. Haas was appointed to a part-time role at SoftBank Group International while retaining his position at Arm. The company operates in the semiconductor industry, designing central processing units and compute platforms for chip manufacturers.

Arm Holdings plc reported financial results for the quarter ended June 30, 2026. Total revenue increased to $1,289 million from $1,053 million in the prior year period. Net income rose to $270 million compared to $130 million previously. Operating expenses grew to $1,162 million, driven by research and development costs of $838 million. The company generated $902 million in operating cash flow. Arm Holdings plc operates in the semiconductor industry, licensing intellectual property for central processing units and graphics processors.

Arm Holdings plc reported record first-quarter fiscal year 2027 results for the period ended June 30, 2026. Total revenue reached $1.29 billion, a 22% increase year-over-year, driven by royalty revenue of $715 million and licensing revenue of $574 million. Non-GAAP earnings per share grew 29% to $0.45, exceeding the top end of guidance. The company highlighted accelerating adoption of its Arm AGI CPU, with demand now exceeding $2 billion across fiscal years 2027 and 2028. Additionally, data center royalties more than doubled year-over-year as Neoverse shipments surpassed 1.5 billion cores. Arm provided Q2 FYE27 guidance projecting revenue between $1.33 billion and $1.43 billion and non-GAAP EPS of $0.43 to $0.51. Arm Holdings plc operates in the semiconductor industry, designing intellectual property for computer processors.