ARM
Arm Holdings plc
Arm Holdings (ARM) Q1 2027 earnings
Published Jul 29, 2026
AI summary
- Revenue $1.29B, up 22% from $1.05B a year ago.
- Adjusted EPS $0.45, up from $0.35 a year ago.
- Arm reported record first-quarter revenue of $1.29 billion, a 22% increase compared to the prior year.
- Royalty revenue grew 22% to $715 million, with data center royalties more than doubling year over year.
- Licensing revenue rose 23% to $574 million, supported by strong demand for Arm IP and high-value agreements.
Results vs analyst consensus
Revenue
Reported
$1.29B
Consensus not captured before release
+22% YoY
Adjusted EPS
Reported · Non-GAAP fully diluted EPS
$0.45
Consensus not captured before release
GAAP EPS: $0.25
Consensus: Yahoo Finance · Q1 2027
Revenue display rounded; difference uses exact result.
Next quarter outlook
No guidance in this release.
What to watch
- The company is no longer reporting remaining performance obligations or the number of extant licenses.
- GAAP operating margin decreased to 7.1% from 10.8% in the prior year period.
Read original report
Source: Arm Holdings plc press release · SEC Form 6-K exhibit 99.2