Key Highlights

● Arm said the Jury found in its favour on four claims against Qualcomm.

● Qualcomm said the jury found that Arm breached a licence agreement.

● First-quarter fiscal 2027 Revenue was $1.289 billion, with Net Income of $270 million.

● Fiscal 2026 revenue was $4.92 billion, up 22.8%, with Earnings of $904 million.

Jury verdict in the Qualcomm dispute

Arm Holdings plc (NASDAQ:ARM), the Cambridge-based designer of processor intellectual property, issued a statement on 13 October 2026 headlined "Arm welcomes favorable jury verdict in Qualcomm litigation". Arm reported that the jury found in its favour on four claims, while Qualcomm (NASDAQ:QCOM) said the jury found that Arm breached a licence agreement.

Those two characterisations are not necessarily inconsistent, since a jury can decide different claims in different directions. The verdict form, any damages and the next procedural steps have not been detailed, so the commercial significance of the outcome has not been quantified.

Recent financial results

Arm reports on a fiscal year ending 31 March. For the first quarter of fiscal 2027, ended 30 June 2026, the company announced results on 29 July, describing a record first-quarter total revenue. According to market data, revenue was $1.289 billion, net income $270 million and Earnings Per Share $0.25 for that quarter.

The preceding quarter, ended 31 March 2026, showed revenue of $1.490 billion, net income of $313 million and earnings per share of $0.29, while the quarter ended 31 December 2025 showed revenue of $1.242 billion. For the full fiscal 2026 year, market data shows revenue of $4.92 billion, up 22.8%, and earnings of $904 million, up 14.1%.

Arm licenses and markets CPU, GPU and neural processing unit designs, and the company is a Subsidiary of SoftBank Group. Revenue combines licensing and Royalty income.

Listing and index context

Product news continued alongside the litigation. Arm's newsroom lists a 13 October article by Mohamed Awad, executive vice president for cloud AI, on how AI agents are changing what central processing unit performance means, and in September the company announced an AI-native compute platform, an AGI CPU and Neoverse CSS N4. A collaboration between Lattice and Arm on AI data centre infrastructure was also listed around 8 October. None has been quantified in revenue.

Arm's Nasdaq listing is an American depositary share arrangement, and the company files Form 20-F and Form 6-K as a foreign private issuer. Arm is described as a Nasdaq-100 component.

Post-trial steps and royalty trends

Arm has announced that it will report second-quarter fiscal 2027 results. First-quarter revenue of $1.289 billion, below the $1.490 billion of the March quarter, is the figure that report will be read against. The Qualcomm verdict adds a separate thread, since each side describes the jury's findings in opposite terms.