When does Arm Holdings (ARM) next report, and what did its royalties show?

Sonal Goyal

28 October 2026 05:00 PM AEDT

When does Arm Holdings (ARM) next report, and what did its royalties show?

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Key Highlights

Arm will report fiscal second-quarter results on Wednesday 4 November 2026, after the US market close.
First-quarter Revenue was $1.289 billion, up 22 per cent, with Royalty revenue of $715 million and licensing and other revenue of $574 million.
Second-quarter guidance is revenue of $1.38 billion, plus or minus $50 million, and non-GAAP diluted EPS of $0.47, plus or minus $0.04.

A dated reporting event

Arm Holdings plc (NASDAQ:ARM), whose American depositary shares are listed in the United States, announced on 5 October 2026 that it will report results for the second quarter of its fiscal year ending 2027 on Wednesday 4 November 2026, after the US market close. Because that report has not yet arrived, the latest numbers are those for the first quarter, which ended on 30 June 2026 and were published on 29 July 2026.

This article therefore reviews that quarter and the guidance attached to it.

The first quarter in numbers

Total revenue was $1.289 billion, up 22 per cent year on year. Licensing and other revenue was $574 million, up 23 per cent, while royalty revenue was $715 million, up 22 per cent.

Non-GAAP Operating Income was $531 million, a Margin of 41.2 per cent, and non-GAAP Diluted Earnings per Share were $0.45, up 29 per cent. On a GAAP basis, operating income was $91 million, a margin of 7.1 per cent compared with 10.8 per cent a year earlier, while diluted earnings per share were $0.25 against $0.12. The gap between non-GAAP and GAAP operating margins is wide, and the company's reconciliation shows which items are excluded from the non-GAAP measures.

Royalties made up about 55 per cent of first-quarter revenue and licensing and other revenue about 45 per cent. Both lines grew at similar rates of 22 per cent and 23 per cent, so the mix barely moved from a year earlier. Royalties are linked to the shipment of chips containing Arm designs, whereas licensing revenue reflects contracts signed with customers, and the two can move differently from one period to the next.

Royalties, contract value and balance sheet

Annualised contract value was $1.732 billion, up 13 per cent. Cash and short-term investments stood at $3.888 billion.

Chief executive Rene Haas described the first quarter as the highest to date, with data centre royalties more than doubling year on year as the transition of AI infrastructure to Arm continued. He also said that Demand for the Arm AGI CPU had continued to exceed the company's initial expectations, and that work with partners to expand Manufacturing capacity gave increasing confidence in delivering at the scale customers require.

Those statements are management's characterisation. The release does not give a numerical figure for data centre royalties, so this article does not quantify them.

Guidance for the second quarter

For the second quarter, Arm guided to revenue of $1.38 billion, plus or minus $50 million, and non-GAAP diluted earnings per share of $0.47, plus or minus $0.04. It also expects non-GAAP operating expenses of about $780 million.

The midpoint of the revenue range is about 7 per cent above the first-quarter figure. These are forecasts rather than results, and the outcome on 4 November may differ from them.

What to watch on 4 November

Three points deserve attention. The first is whether revenue falls within the guided range of $1.33 billion to $1.43 billion. The second is the relationship between royalty and licensing revenue, since licensing can be lumpy from quarter to quarter. The third is the difference between GAAP and non-GAAP profitability.

FAQs

Q: When does Arm Holdings report its next results?

A: Arm will report fiscal second-quarter 2027 results on Wednesday 4 November 2026, after the US market close. The date was announced on 5 October 2026.

Q: What was Arm's first-quarter revenue split?

A: Total revenue was $1.289 billion, up 22 per cent. Royalty revenue was $715 million, up 22 per cent, and licensing and other revenue was $574 million, up 23 per cent.

Q: What is Arm's second-quarter guidance?

A: Arm guided to revenue of $1.38 billion, plus or minus $50 million, and non-GAAP diluted earnings per share of $0.47, plus or minus $0.04. It expects non-GAAP operating expenses of about $780 million.

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