ARM — Arm Holdings plc
Quarterly Earnings Performance
Fiscal Year 2025 (April 2024 – March 2025)
Note: Arm Holdings uses a fiscal year ending March 31. FY2025 = April 2024 – March 2025. FY2026 = April 2025 – March 2026.
| Quarter |
Period |
Report Date |
Revenue |
YoY Growth |
EPS (non-GAAP) |
Guidance (next qtr) |
Notes |
| Q1 FY2025 |
Apr–Jun 2024 |
2024-07-31 |
$939M |
+39% |
$0.40 |
$780M–$830M |
License +70%; royalty +17%; beat estimates |
| Q2 FY2025 |
Jul–Sep 2024 |
2024-11-06 |
$844M |
+5% |
$0.30 |
$920M–$970M |
Royalty +23%; Armv9 ~25% of royalties |
| Q3 FY2025 |
Oct–Dec 2024 |
2025-02-05 |
$983M |
+19% |
$0.43 |
$1.0B–$1.1B |
Near $1B milestone; raised FY guidance |
| Q4 FY2025 |
Jan–Mar 2025 |
2025-05-07 |
$1,240M |
+34% |
$0.55 |
— |
First-ever $1B+ quarter; royalty +18% YoY |
| FY 2025 |
Full Year |
— |
$4,006M |
+24% |
$1.68 |
— |
First $4B revenue year; royalty $2.17B (+20%) |
Fiscal Year 2026 (April 2025 – March 2026)
| Quarter |
Period |
Report Date |
Revenue |
YoY Growth |
EPS (non-GAAP) |
Guidance (next qtr) |
Notes |
| Q1 FY2026 |
Apr–Jun 2025 |
2025-07-30 |
— |
— |
— |
— |
— |
| Q2 FY2026 |
Jul–Sep 2025 |
2025-10-29 |
$1,000M+ |
— |
— |
— |
Third consecutive $1B+ quarter |
| Q3 FY2026 |
Oct–Dec 2025 |
2026-02-05 |
$1,240M |
+26% |
$0.21 (GAAP) |
— |
Fourth consecutive $1B+ quarter |
| Q4 FY2026 |
Jan–Mar 2026 |
2026-05-06 |
$1,490M |
+20% |
$0.60 |
$1.26B ±$50M |
Record quarter; licensing +29%, data center royalty 2x |
| FY 2026 |
Full Year |
— |
$4,920M |
+23% |
$1.77 |
— |
Third consecutive 20%+ growth year; record FY |
Upcoming
| Quarter |
Est. Report Date |
Est. Revenue |
Est. EPS |
Source |
| Q1 FY2027 |
~2026-07-30 |
$1.21B–$1.31B (est.) |
$0.36–$0.44 (est.) |
Company Q4 FY2026 guidance |
Commentary
Arm Holdings concluded fiscal year 2026 with record annual revenue of $4.92B — up 23% year-over-year — marking the company's third consecutive year of 20%+ revenue growth since going public. Q4 FY2026 set a new quarterly revenue record at $1.49B, with licensing revenue surging 29% and data center royalty revenue more than doubling year-over-year, underscoring rapid AI compute adoption across cloud, edge, and physical AI workloads. Non-GAAP EPS for FY2026 reached a record $1.77. Looking ahead, Arm guided Q1 FY2027 revenue at $1.26B ±$50M and has outlined long-term targets of $15B in AGI CPU revenue and over $9 in EPS by FY2031.
Sources
Arm Q4 FY2025 Results — Arm Newsroom
Arm Q3 FY2026 Results — Arm Newsroom
Arm Q4 FY2026 Record Results — Arm Newsroom
ARM Q1 FY2025 Earnings — CNBC
ARM Holdings Investor Relations — Quarterly Results
Generated: 2026-05-12