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Arm Holdings (ARM) investor relations material
Arm Holdings Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary5 Nov, 2025
Executive summary
Achieved record Q2 revenue of $1.14 billion, up 34% year-on-year, marking the third consecutive billion-dollar quarter.
Royalty revenue reached $620 million, up 21% year-on-year, with strong growth across data center, smartphones, automotive, and IoT.
Licensing revenue rose 56% to $515 million, driven by demand for next-generation architectures and strategic customer engagements.
Arm continues to expand its presence in data centers, with major hyperscalers adopting Arm-based server chips and cumulative shipments surpassing 325 billion chips.
The company is gaining share in long-term growth markets such as automotive, cloud, and IoT, diversifying beyond mobile.
Financial highlights
Total revenue grew 34% year-on-year to $1.14 billion, $75 million above guidance midpoint.
Non-GAAP operating income was $467 million, up 43% year-on-year, with a 41.1% operating margin.
Non-GAAP net income for the quarter was $417 million, with non-GAAP diluted EPS of $0.39, $0.06 above guidance midpoint.
Trailing 12 months non-GAAP free cash flow reached $1,073 million.
Royalty and licensing revenues outperformed expectations, reflecting high-value agreements and increased adoption.
Outlook and guidance
Q3 revenue expected at $1.225 billion ±$50 million, representing ~25% year-on-year growth.
Royalties projected to grow just over 20% year-on-year; licensing up 25%-30% year-on-year.
Non-GAAP operating expense expected at $720 million; non-GAAP EPS at $0.41 ±$0.04.
Strong customer demand and continued aggressive R&D investment to support long-term growth.
How will new Stargate products affect current revenue?
What milestones trigger new product announcements?
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Next Arm Holdings earnings date
Q3 20264 Feb, 2026
Next Arm Holdings earnings date
Q3 20264 Feb, 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.
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