)
Investor Relations14 Oct 2025
Boost Your Earnings Season Strategy With Real‑Time Alerts
Quartr Pro provides real time alerts, trend analysis and live coverage, giving analysts and investors instant insights to act faster in earnings.
Arm Holdings (ARM) investor relations material
Arm Holdings Q1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2026 earnings summary30 Jul, 2025
Executive summary
Q1 revenue reached $1.05B, up 12% year-over-year, driven by strong AI-related demand and royalty growth, with licensing revenue slightly down due to timing fluctuations.
Royalty revenue grew 25% year-over-year to $585M, with momentum in smartphones, data center, automotive, and IoT, led by Armv9 adoption.
Custom silicon and CSS platforms are seeing rapid adoption, with CSS licenses more than doubling year-over-year and 16 licenses to date.
Arm continues to expand its ecosystem, with over 325 billion chips shipped and strong adoption in data center and cloud markets.
AI workloads and developer ecosystem expansion are fueling growth and platform adoption.
Financial highlights
Total Q1 revenue: $1.05B, above guidance midpoint and best Q1 on record.
Royalty revenue: $585M, up 25% year-over-year, outpacing end market growth.
Licensing and other revenue: $468M, down 1% year-over-year as expected.
Non-GAAP operating profit: $412M; non-GAAP EPS: $0.35, above guidance midpoint despite $0.01 FX headwind.
Non-GAAP gross margin was 98%, and non-GAAP operating margin was 39%.
Outlook and guidance
Q2 revenue expected between $1.01B and $1.11B, implying ~25% year-over-year growth at midpoint.
Royalties and licensing expected to be flat sequentially in Q2.
Q2 non-GAAP operating expense projected at ~$655M, reflecting expense timing and FX.
Non-GAAP EPS guidance for Q2: $0.29–$0.37.
High confidence in continued healthy growth, supported by customer pipelines and rising AI demand.
Assess impact of hyperscaler CapEx on royalty growth.
Elaborate on SoftBank's expanded licensing deal.
What factors sustain x86 in hyperscaler market?
Partial view of Summaries dataset, powered by Quartr API
Research faster. Power your platform.
Next Arm Holdings earnings date
Q2 20265 Nov, 2025
Next Arm Holdings earnings date
Q2 20265 Nov, 2025
The essential earnings season companion
The #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Live calls and transcripts
Listen to earnings calls, CMDs, investor conferences, and more – with a podcast-like experience.
Find what you need faster
Search for any keyword across all transcripts simultaneously.
Easily store key findings
Capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Your watchlist. Your dashboard.
Follow the companies that matter to you. Get a personalized feed with real-time updates.
Be the first to know
Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned.
Consensus estimates
Access analyst consensus estimates, valuation multiples, and revenue segments splits.
All IR material in one place
The easiest way to stay updated during earnings season.
Global coverage
All events from public companies. Live and recorded.
Just click and listen
No webcast links. No manual registrations.
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
)
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
)
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
excellent app, it gives me free access to company earnings calls and annual reports. I also love the convenience of calls being available offline so I can listen in whilst doing other things and even when internet or WiFi isn't available.
Leroy DaleyApp Store
One of the very few apps you could call perfect. If something was to add to it, maybe the share price of the company when you search for it, but it's already excellent.
Eferix Drawings Google Play
This is genuinely one of the cleanest and fastest finance apps out there to track the market.
anuj283App Store
I can't remember the last time an app had such a positive impact on my investment process.
)
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
I can't remember the last time an app had such a positive impact on my investment process.
@ankurshah47_ x.com
Love the app! Quartr makes it really easy to keep track of earnings calls. It also includes the reports and slides to make it easier to follow along.
Amina0781App Store
Quartr is amazing, no way around it. It is the best right now for earnings calls, presentations, and the like.
@theshortbearx.com
Related articles
)
Edge3 Oct 2025
Epiroc: A Culture of Moving Mountains
From automation to electrification, Swedish industrial giant Epiroc is leading a transformation in how the world mines.
)
Company Research22 Sep 2025
Moody's: Shaping Global Credit
Explore Moody's evolution from publishing manuals to becoming a giant in credit ratings, guiding issuers, investors, and regulators worldwide.
Frequently asked questions
Advanced Risc Machines
Arm Holdings is a British semiconductor and software design company with global operations. The company specializes in the development of ARM (Advanced RISC Machine) processors and related technologies, which are integral to a wide range of electronic devices, from smartphones to supercomputers. Notably, Arm does not manufacture chips but licenses its intellectual property to other companies, who then incorporate Arm's designs into their products. The company is headquartered in Cambridge, England, and its shares are listed on the Nasdaq.
The Designs
Arm Holdings operates primarily as a semiconductor and software design company, specializing in creating architectures and licenses for ARM (Advanced RISC Machine) processors. Unlike other semiconductor companies, Arm does not manufacture its own chips; instead, it develops and licenses its processor designs and related technologies to other firms. These licensees, ranging from mobile device manufacturers to automotive companies, integrate Arm's designs into their products and rely on them for the functionality of the end product. Additionally, the company offers software tools, systems-on-chips (SoCs), and platforms that are instrumental in sectors like Internet of Things, consumer electronics, and cloud computing.
Where the Products are Used
Processors based on Arms designs are used in just about every modern product needing computational power. This means that the company’s designs can be found in everything from cars, smartwatches, smartphones, personal computers, servers, and everything in between. Arm's processors also play a crucial role in infrastructure and networking equipment and are increasingly utilized in cloud computing and data centers.
Arm’s IPO
Arm’s IPO in 2023 was one of the most talked about IPO’s in 2023. The company has been owned by SoftBank since 2016, and in 2020 Nvidia attempted to purchase the company. This was rebutted due to national security concerns from the UK government, as well as several competitional concerns from large American tech companies.
Arm was initially founded with backing from Apple, the company’s first products, the massive challenges faced during the early days, as well as setting the stage for their IPO in 2023.
Quartr provides global coverage of all investor relation material from public companies.
Mobile app: Research anytime, anywhere with the #1 app for live earnings calls, transcripts, analyst estimates, and more. All for free.
Desktop (Quartr Pro): The leading platform for qualitative research, used daily by top firms and financial institutions.
Quartr API: Build custom solutions powered by live earnings calls, live transcripts, filings and reports, slide presentations, and more.
Yes, the Quartr mobile app is free on both iOS and Android.
Yes. Quartr provides global, industry-leading live coverage of company events such as regular earnings calls, capital markets days, M&A announcements, and investor conferences. Live with zero delays. Just click and listen.
Yes, capturing important takeaways is as simple as it gets. Even during your lunch run or commute.
Yes. Follow the companies that matter to you. Get a personalized feed with real-time updates, a tailored earnings calendar, and instant alerts when earnings calls go live.
Yes. Set keyword alerts for any company, product, or competitor. Get notified the moment they're mentioned, regardless of who's talking.
Explore our global coverage