Arm Holdings (ARM) Q2 FY27 (Wed Nov 4 2026 after close) — record revenue <meta name="viewport" content="width=device-width, initial-scale=1.0" />.44B (+27% Y/Y) tops ~<meta name="viewport" content="width=device-width, initial-scale=1.0" />.38B est and management guide, fifth straight quarter of >20% growth; Licensing and other revenue $773M (+50% Y/Y, roughly <meta name="viewport" content="width=device-width, initial-scale=1.0" />00M above guide) with data center royalties roughly doubling; Royalty revenue $670M (+8% Y/Y), below ~$712M est; non-GAAP operating income $638M at 44.2% margin (+300bp); non-GAAP diluted EPS $0.52 (+33% Y/Y) vs ~$0.47 est; GAAP operating income $201M; Q3 FY27 guide revenue <meta name="viewport" content="width=device-width, initial-scale=1.0" />.54B ±$50M (vs ~<meta name="viewport" content="width=device-width, initial-scale=1.0" />.53B est) and non-GAAP EPS $0.56 ±$0.04; AI compute target raised to 'up to $2B in Arm AGI CPU revenue across FYE27 and FYE28' (prior ><meta name="viewport" content="width=device-width, initial-scale=1.0" />B), first commercial deliveries on track for Q4 FY27; royalty growth guided to low-single-digit Y/Y in Q3 as memory-cost pressure dents smartphone demand; shares fell ~2%

.44B (+27% Y/Y) tops ~.38B est and management guide, fifth straight quarter of >20% growth; Licensing and other revenue $773M (+50% Y/Y, roughly 00M above guide) with data center royalties roughly doubling; Royalty revenue $670M (+8% Y/Y), below ~$712M est; non-GAAP operating income $638M at 44.2% margin (+300bp); non-GAAP diluted EPS $0.52 (+33% Y/Y) vs ~$0.47 est; GAAP operating income $201M; Q3 FY27 guide revenue .54B ±$50M (vs ~.53B est) and non-GAAP EPS $0.56 ±$0.04; AI compute target raised to 'up to $2B in Arm AGI CPU revenue across FYE27 and FYE28' (prior >B), first commercial deliveries on track for Q4 FY27; royalty growth guided to low-single-digit Y/Y in Q3 as memory-cost pressure dents smartphone demand; shares fell ~2%–5% in Wed after-hours" /> .44B (+27% Y/Y) tops ~.38B est and management guide, fifth straight quarter of >20% growth; Licensing and other revenue $773M (+50% Y/Y, roughly 00M above guide) with data center royalties roughly doubling; Royalty revenue $670M (+8% Y/Y), below ~$712M est; non-GAAP operating income $638M at 44.2% margin (+300bp); non-GAAP diluted EPS $0.52 (+33% Y/Y) vs ~$0.47 est; GAAP operating income $201M; Q3 FY27 guide revenue .54B ±$50M (vs ~.53B est) and non-GAAP EPS $0.56 ±$0.04; AI compute target raised to 'up to $2B in Arm AGI CPU revenue across FYE27 and FYE28' (prior >B), first commercial deliveries on track for Q4 FY27; royalty growth guided to low-single-digit Y/Y in Q3 as memory-cost pressure dents smartphone demand; shares fell ~2%–5% in Wed after-hours" />

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