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Arm Holdings Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $0.580 |
| EPS actual | $0.600 |
| EPS Surprise | 3.45% |
| Revenue estimate | 1.473B |
| Revenue actual | 1.49B |
| Revenue Surprise | 1.13% |
| Release date | Feb 04, 2026 |
| EPS estimate | $0.410 |
| EPS actual | $0.430 |
| EPS Surprise | 4.88% |
| Revenue estimate | 1.227B |
| Revenue actual | 1.242B |
| Revenue Surprise | 1.23% |
| Release date | Nov 05, 2025 |
| EPS estimate | $0.329 |
| EPS actual | $0.150 |
| EPS Surprise | -54.37% |
| Revenue estimate | 1.117B |
| Revenue actual | 1.135B |
| Revenue Surprise | 1.63% |
| Release date | Jul 30, 2025 |
| EPS estimate | $0.349 |
| EPS actual | $0.350 |
| EPS Surprise | 0.258% |
| Revenue estimate | 1.062B |
| Revenue actual | 1.053B |
| Revenue Surprise | -0.84% |
Last 4 Quarters for Arm Holdings
Below you can see how ARM performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 30, 2025 |
| Price on release | $163.33 |
| EPS estimate | $0.349 |
| EPS actual | $0.350 |
| EPS surprise | 0.258% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $159.99 |
| Jul 25, 2025 | $163.17 |
| Jul 28, 2025 | $164.37 |
| Jul 29, 2025 | $163.47 |
| Jul 30, 2025 | $163.33 |
| Jul 31, 2025 | $141.38 |
| Aug 01, 2025 | $137.58 |
| Aug 04, 2025 | $140.05 |
| Aug 05, 2025 | $137.23 |
| 4 days before | 2.08% |
| 4 days after | -15.98% |
| On release day | -13.44% |
| Change in period | -14.23% |
| Release date | Nov 05, 2025 |
| Price on release | $160.19 |
| EPS estimate | $0.329 |
| EPS actual | $0.150 |
| EPS surprise | -54.37% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $165.45 |
| Oct 31, 2025 | $169.82 |
| Nov 03, 2025 | $168.68 |
| Nov 04, 2025 | $160.73 |
| Nov 05, 2025 | $160.19 |
| Nov 06, 2025 | $158.25 |
| Nov 07, 2025 | $152.38 |
| Nov 10, 2025 | $154.84 |
| Nov 11, 2025 | $149.74 |
| 4 days before | -3.18% |
| 4 days after | -6.52% |
| On release day | -1.21% |
| Change in period | -9.50% |
| Release date | Feb 04, 2026 |
| Price on release | $104.90 |
| EPS estimate | $0.410 |
| EPS actual | $0.430 |
| EPS surprise | 4.88% |
| Date | Price |
|---|---|
| Jan 29, 2026 | $108.43 |
| Jan 30, 2026 | $105.36 |
| Feb 02, 2026 | $106.93 |
| Feb 03, 2026 | $104.55 |
| Feb 04, 2026 | $104.90 |
| Feb 05, 2026 | $110.88 |
| Feb 06, 2026 | $123.70 |
| Feb 09, 2026 | $124.61 |
| Feb 10, 2026 | $125.95 |
| 4 days before | -3.26% |
| 4 days after | 20.07% |
| On release day | 5.70% |
| Change in period | 16.16% |
| Release date | May 06, 2026 |
| Price on release | $237.30 |
| EPS estimate | $0.580 |
| EPS actual | $0.600 |
| EPS surprise | 3.45% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $210.32 |
| May 01, 2026 | $211.18 |
| May 04, 2026 | $203.26 |
| May 05, 2026 | $208.84 |
| May 06, 2026 | $237.30 |
| May 07, 2026 | $213.33 |
| May 08, 2026 | $213.27 |
| May 11, 2026 | $212.65 |
| May 12, 2026 | $207.92 |
| 4 days before | 12.83% |
| 4 days after | -12.38% |
| On release day | -10.10% |
| Change in period | -1.14% |
Arm Holdings Earnings Call Transcript Summary of Q1 2026
Key points for investors:
- Strong start to FY2026: total revenue $1.05B (second straight >$1B quarter); Q1 royalties $585M, up 25% YoY. Non-GAAP operating profit $412M and non-GAAP EPS $0.35 (above midpoint of guidance).
- Licensing momentum: ACV +28% YoY driven by several high-value deals (multi‑generation GPU agreement with a major smartphone OEM, expanded SoftBank relationship, and three next‑gen CSS upgrades). Licensing and other revenue was down 1% YoY versus an unusually strong prior-year quarter.
- Compute Subsystems (CSS) are a major driver: first-gen CSS in market with strong royalty lift (first‑gen delivered ~2x Armv9 royalties); next‑gen CSS deals signed this quarter carry materially higher royalty rates (Jason noted new deals are “north of 10%”). CSS adoption is accelerating across mobile, data center, PCs and automotive (Zena CSS for AI-driven automotive).
- Data center traction: Neoverse-based chips now power major AI/cloud infrastructure (NVIDIA Grace, AWS Graviton, Google Axion, Microsoft Cobalt). Management expects Neoverse share at hyperscalers to approach ~50% this year (up from ~18% a year ago).
- AI + edge tailwind: Arm positions itself as a unified, energy‑efficient compute platform across power/performance spectrum ("millwatts to megawatts"). Ethos NPUs and scalable v9/matrix extensions target edge and device‑level AI.
- Investment posture and margin dynamics: Arm is accelerating R&D investment; Q1 non-GAAP OpEx $619M and Q2 expected ~ $655M (timing shifts of some expenses into Q2). Management expects to keep investing aggressively to capture AI opportunities.
- Guidance & key financials: Q2 revenue guidance $1.01B–$1.11B (midpoint ≈ +25% YoY); Q2 non-GAAP EPS $0.29–$0.37. Full‑year FX headwind ~ $0.04 (approx. $0.01 per quarter for next three quarters).
- Market/geography notes: China represented ~21% of revenue in Q1 (up from ~14% a year ago). Management sees China growth aligned with global trends; recent export control changes not material to Arm’s business.
- Risk/context: Management reiterates forward-looking uncertainty (macroeconomic/tariffs/visibility into end-demand) and that licensing revenue timing can be lumpy; long‑term licensing growth view unchanged (mid‑ to high single digits), though near‑term ACV acceleration is strong.
