Loading
Sentiment · FY2027 Q1
As of FY2026 Q4, the Tellvest earnings-call sentiment score for Arm Holdings (ARM) is 7/10.
Arm closed FY2026 with record quarterly revenue of $1.49 billion, up 20% year-over-year, as AGI CPU demand more than doubled to over $2 billion across FY2027-FY2028. Data center royalty revenue more than doubled and licensing revenue grew 29% with strong annual contract value growth. Operating margins compressed as non-GAAP operating expenses grew 30% year-over-year on R&D investment for next-generation architectures and the AGI CPU family, leaving operating income up about 7% against 20% revenue growth. The $1 billion AGI CPU revenue outlook for FY27-28 was maintained despite the $2 billion in demand, and mobile market weakness was offset by data center strength.
Scored from Arm Holdings’s FY2026 Q4 earnings call. The newest quarter is available with Tellvest Pro.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q2 | $844M | +4.7% | $0.10 | +190.9% | 93.6% | 7.6% | 12.7% | $-54M |
| FY2025 Q3 | $983M | +19.3% | $0.24 | +189.5% | 94.8% | 17.8% | 25.6% | $360M |
| FY2025 Q4 | $1.24B | +33.7% | $0.20 | -4.8% | 95.8% | 33.0% | 16.9% | $180M |
| FY2026 Q1 | $1.05B | +12.1% | $0.12 | -42.9% | 94.3% | 10.2% | 12.3% | $171M |
| FY2026 Q2 | $1.14B | +34.5% | $0.22 | +120.0% | 97.4% | 14.4% | 21.0% | $429M |
| FY2026 Q3 | $1.24B | +26.3% | $0.21 | -12.5% | 94.2% | 15.4% | 18.0% | $181M |
| FY2026 Q4 | $1.49B | +20.1% | $0.29 | +45.0% | 93.1% | 29.5% | 21.0% | $170M |
| FY2027 Q1 | $1.29B | +22.4% | $0.25 | +108.3% | 97.2% | 7.6% | 20.9% | $694M |
Full Pro access for 30 days when you create a free account. No credit card required.