ARM HOLDINGS $ARM Q2 REVENUE $1.44B BEATS, ADJ EPS $0.52 BEATS, Q3 GUIDE ABOVE
• Revenue: $1.44B vs $1.38B est, beat
• | Hanami
ARM HOLDINGS $ARM Q2 REVENUE $1.44B BEATS, ADJ EPS $0.52 BEATS, Q3 GUIDE ABOVE
• Revenue: $1.44B vs $1.38B est, beat
• Royalty revenue: $670M
• License and other revenue: $773M
• Adj EPS: $0.52 vs $0.47 est, beat
• Q3 revenue guidance: $1.54B vs $1.53B est, above
• Q3 adj EPS guidance: $0.56 vs $0.55 est, above
Arm says:
• Arm partners reported more than 10 billion Arm-based chips shipped in the quarter, for the first time
• Arm-based PCs have reached about 20% of global PC shipments
• Its AGI CPU has purchase orders extending through calendar 2027, with first commercial deliveries on track for fiscal Q4(Historical earnings: For 2027Q1 (period ended 2026-06-30), Arm reported basic EPS of 0.25, diluted EPS of 0.25, net income of USD 0.270 billion, and revenue of USD 1.289 billion.
Consensus expectations: For the period ending 2026-09-30 (event date 2026-11-04), consensus is EPS 0.4756 on revenue of USD 1.378 billion. Subsequent consensus is for 2027Q3 (event date 2027-02-02): EPS 0.5511 on revenue of USD 1.525 billion.)