Overview
- Revenue reached $1.14 billion, up 34% year over year, with adjusted earnings of $0.39 per share versus the $0.33 consensus.
- For the current quarter, Arm guided to roughly $1.23 billion in revenue at the midpoint and projected adjusted EPS of $0.41, both above analyst estimates.
- Royalty revenue rose 21% to a record $620 million, led by smartphones and higher per‑chip rates, while licensing climbed 56% to $515 million on the timing of large contracts.
- Shares gained in after‑hours and premarket trading following the beat‑and‑raise report.
- Arm reiterated plans to invest profits in finished chips and its Compute Sub Systems, highlighting opportunities from custom hyperscaler designs and SoftBank‑linked data‑center initiatives.