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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.
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.
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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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