Arm Holdings plc Q1 FY2026 Financial Results

SEC Filing 6-K (0001973239-25-000023)

Arm Holdings plc reported its financial results for the first quarter of fiscal year 2026, ending June 30, 2025. The company achieved a record Q1 revenue of $1.05 billion, driven by a 25% year-over-year growth in royalty revenue, which reached $585 million. Licensing revenue was $468 million, slightly down from the previous year. The company exceeded the midpoint of its non-GAAP EPS guidance, with non-GAAP fully diluted EPS of $0.35. Arm highlighted its strong performance across all target end markets, including data center, automotive, smartphones, and IoT. The company also emphasized its leadership in AI, with significant growth in AI workloads on Arm Neoverse data center chips. Arm's CEO, Rene Haas, noted the company's commitment to long-term innovation and its position as the AI platform of choice from the cloud to edge devices.