Key facts
- Arm reported second-quarter revenue of $1.54 billion, beating the $1.38 billion LSEG estimate.
- Royalty revenue rose 8% to $1.54 billion, missing the $1.53 billion estimate.
- Licensing revenue of $1.54 billion exceeded the $1.54 billion estimate.
- Adjusted profit was $1.54 per share, above the $1.54 estimate.
- Arm guided third-quarter revenue to $1.54 billion, against a $1.54 billion estimate.
Arm Holdings reported second-quarter revenue of $1.54 billion, beating an LSEG-compiled average estimate of $1.38 billion, according to Reuters. The chip designer said higher royalty payments and licensing fees from customers using its architecture in AI-related computing drove the result. Royalty revenue rose 8% to $1.54 billion, below estimates of $1.53 billion. Licensing revenue was $1.54 billion against estimates of $1.54 billion. Adjusted profit was $1.54 per share, above estimates of $1.54. Arm projected third-quarter revenue of $1.54 billion, compared with an average analyst estimate of $1.54 billion. In October 2026, a Delaware jury found Arm breached parts of its licensing agreement with Qualcomm and interfered with Qualcomm's relationship with Meta, awarding only $2 in damages and leaving disputes over royalties and future licensing terms to a judge.