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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Arm
Arm (ARM) investor relations material
Arm Q1 2027 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q1 2027 earnings summary29 Jul, 2026
Executive summary
Achieved record Q1 revenue of $1.29 billion, up 22% year-over-year, driven by strong licensing and royalty growth, especially in data centers and AI.
Non-GAAP EPS rose 29% to $0.45, with non-GAAP net income at $480 million and basic/diluted EPS at $0.25.
Arm AGI CPU introduced for cloud and AI data centers, with demand exceeding $2 billion and initial products delivered to customers.
Over 350 billion Arm-based chips shipped since 1990, reinforcing ecosystem leadership.
Acquisition of DreamBig Semiconductor for $265 million in July 2026 enhances networking capabilities.
Financial highlights
Royalty revenue: $715 million, up 22% year-over-year, highest ever for Q1; license and other revenue: $574 million, up 23% year-over-year.
Non-GAAP gross margin: 98%; non-GAAP operating margin: 41%; gross profit: $1,253 million.
Non-GAAP net income: $480 million; net income: $270 million; operating income: $91 million.
Free cash flow: $665 million for the quarter, $1.4 billion over trailing 12 months.
Cash and cash equivalents at quarter-end: $3,058 million; net cash from operating activities: $902 million.
Outlook and guidance
Q2 revenue expected at $1.38 billion ±$50 million, representing 22% year-over-year growth at midpoint.
License and other revenue projected up ~30% year-over-year; royalty revenue up low teens year-over-year.
Non-GAAP operating expense for Q2 expected at ~$780 million; non-GAAP EPS guidance at $0.47 ±$0.04.
Royalty revenue forecast to grow at a 20% CAGR from FYE26 to FYE31; AGI CPU revenue expected to reach ~$15B by FYE31.
Long-term growth outlook remains strong, supported by expanding technology portfolio and strategic customer relationships.
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Latest events from Arm
- Record revenue and AI product demand drive 20% growth and strong long-term forecasts.ARM
Q4 2026 - Unified AI platform and chip expansion drive $25B revenue and >$9 EPS by FYE31.ARMArm Everywhere: Investor Session
- AGI CPU delivers 2x efficiency over x86, targeting a $100B+ AI data center market.ARMArm Everywhere: Keynote
- Q3 revenue up 26% YoY, driven by Armv9, AI, and data center growth; margins remain strong.ARMQ3 2026
- Revenue up 34%, net income more than doubled, driven by strong licensing and royalty growth.ARMQ2 2026
- Revenue up 12% to $1.053B; royalty revenue rose 25% and Neoverse CPUs near 50% hyperscaler share.ARMQ1 2026
- Revenue up 39% to $939m, led by Armv9, AI, and licensing, with robust outlook ahead.ARMQ1 2025
- Q2 revenue hit $844M, up 5%, with 23% royalty growth and strong Armv9 adoption.ARMQ2 2025
- Revenue up 19% to $983M, strong royalty growth, and raised FY2025 guidance.ARMQ3 2025
Next Arm earnings date
Q2 20274 Nov, 2026
Arm
Next Arm earnings date
Q2 20274 Nov, 2026
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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.