Arm Holdings
What matters nowUpdated 6 h ago
- Latest development: Qualcomm's breach-of-license suit against Arm, scheduled for trial in Delaware on October 5, 2026 1, went to a jury that began deliberating on October 9, with no verdict announced as of that report 2. Qualcomm says a win could free it from Arm royalties for up to five years, a benefit estimated at about $1.5 billion, though a judge must still rule on the pricing clause 2.
- Recent trading: The pooled 24/7 venue price was $252.82 at 15:56 UTC on October 13, 2026, down 0.03% from the previous close of $252.89. Detected moves include declines of 8.48% on September 28, 6.81% on September 24, 6.94% on October 8 and 5.78% on October 12, and a gain of 4.54% on October 2.
- Key numbers (fundamentals as of March 31, 2026): trailing revenue of $4.92 billion, up 22.8% year over year, trailing net income of $904 million and trailing free cash flow of $979 million. Gross margin is 97.5% and operating margin 18.3%. At a $269.0 billion market cap, the stock trades at 297.4 times trailing earnings, 54.7 times sales, and offers a 36.4% free cash flow yield. Royalty revenue reached $715 million in the June 2026 quarter, up 22%.
- Positioning: SoftBank raised its margin loan secured by Arm shares to $25 billion on September 18, 2026. The facility is initially secured by 769,029,000 Arm shares, or 72.0% of the company, while SoftBank owns about 86.4% 3. Insiders made 20 sales worth $62.4 million over the past 180 days, with no purchases, and 7 of those sales were planned.
- Next: Arm reports results for the fiscal second quarter ended September 30, 2026 after the close on November 4, 2026, with the webcast at 2:00 p.m. Pacific 4. Before that, the September CPI print is due October 14, 2026 at 12:30 UTC. Polymarket odds for the October 2026 Fed meeting put no change in rates at 81.5% and a 25 bp increase at 17.5%.
Qualcomm 10-Q (SEC EDGAR) · Oct 5
TechTimes · Oct 9
Bloomberg · Sep 18
Arm Newsroom · Oct 5
Arm Holdings plc designs the processor architecture that most smartphone chips run on, and it also sells its own data center CPU. It does not manufacture chips. Chipmakers license its designs and pay royalties on each chip they ship.
How it makes money
Arm licenses its CPU architecture and chip designs to chipmakers for upfront license fees, then earns a royalty on every chip shipped with its technology. Royalty revenue was $2,613 million in FY2026, about 53% of the total of $4,920 million. Licensing and other revenue was $2,307 million, about 47%.
Last 12 monthsChart & venues →
Valuation & fundamentalsFull financials →
TTM through 2026-03-31 from SEC filings. Ratios use our pooled 24/7 price. Quarterly statements →
Biggest businessesAll products & projects →
Arm IP licensing
Licensing revenue grew 23% in the June quarter, and its quarterly total moves with the timing of large deals.
Royalties on Arm-based chips
Royalty revenue hit $715 million in the June quarter, up 22%.
Data center royalties
Data center royalties more than doubled year over year in the June 2026 quarter.
Arm AGI CPU
Early systems are available. Broader availability is expected in the second half of 2026.
Next: Broader availability expected (second half of 2026) · 2026-07-01
Latest newsAll news →
Qualcomm v. Arm: jury begins deliberations, no verdict as of October 9
The jury in Qualcomm's breach-of-contract case against Arm began deliberating on October 9 and had not announced a verdict when the reporting was published.
Qualcomm's breach-of-license suit against Arm is scheduled for trial on October 5 in Delaware
Qualcomm's 10-Q for the period ended June 28, 2026 says its lawsuit against Arm Holdings, filed in the U.S.
Arm sets November 4 date for fiscal second-quarter 2027 results
Arm said on October 5 that it will report results for the fiscal second quarter ended September 30, 2026 after the market closed on Wednesday, November 4, 2026.
SoftBank raises its margin loan backed by Arm shares to $25 billion
SoftBank Group raised its margin loan secured by its Arm shares by $5 billion to $25 billion, according to Bloomberg on September 18, 2026.
Arm unveils Neoverse CSS N4 and expands AGI CPU ecosystem for agentic AI servers
On September 8, 2026 Arm announced Neoverse CSS N4, a configurable compute subsystem for partners that build their own data center chips, alongside an expanded AGI CPU ecosystem.
Arm launches AI Portal to help developers and agents deploy optimized AI on Arm chips
Arm launched the Arm AI Portal on September 8, 2026 to help developers and AI agents find, compare and deploy pre-optimized AI models on Arm hardware.
Products & businesses
Arm IP licensing
Licensing revenue grew 23% in the June quarter, and its quarterly total moves with the timing of large deals.
Royalties on Arm-based chips
Royalty revenue hit $715 million in the June quarter, up 22%.
Data center royalties
Data center royalties more than doubled year over year in the June 2026 quarter.
Arm AGI CPU
Early systems are available. Broader availability is expected in the second half of 2026.
Next: Broader availability expected (second half of 2026) · 2026-07-01
Compute Subsystems (CSS)
21 CSS licenses across 12 companies were reported as of the December 2025 quarter.
Segments
| Segment | Revenue | Share | |
|---|---|---|---|
| Licensing and other Upfront fees for licensing Arm CPU architecture and chip designs, plus related engineering revenue. It moves with the timing of large license deals. | $2.31B | 46.9% | |
| Royalty Per-chip royalties on Arm-based chips shipped by licensees. Mobile application processors were about 43% of FY2026 royalty revenue. | $2.61B | 53.1% |
Fiscal FY2026 · from the annual report
Valuation & fundamentals
TTM through 2026-03-31 from SEC filings. Ratios use our pooled 24/7 price.
Financial statements
| Metric | TTM | Q4 FY2026 2026-03-31 | Q4 FY2025 2025-03-31 | Q4 FY2024 2024-03-31 |
|---|---|---|---|---|
| Revenue | — | — | — | — |
| Gross profit | — | — | — | — |
| Operating income | — | — | — | — |
| Net income | — | — | — | — |
| EPS (diluted) | — | — | — | — |
| Operating cash flow | — | — | — | — |
| Capital expenditure | — | — | — | — |
| Cash & equivalents | $2.75B | $2.75B | $2.08B | $1.92B |
| Shares outstanding | 1.06B | 1.06B | 1.06B | 1.04B |
| Metric | FY2026 2026-03-31 | FY2025 2025-03-31 | FY2024 2024-03-31 |
|---|---|---|---|
| Revenue | $4.92B +23% | $4.01B +24% | $3.23B |
| Cost of revenue | $121.0M +0% | $121.0M -21% | $154.0M |
| Gross profit | $4.80B +23% | $3.89B +26% | $3.08B |
| Research & development | $2.78B +34% | $2.07B +5% | $1.98B |
| Operating income | $900.0M +8% | $831.0M +649% | $111.0M |
| EBIT | $900.0M +8% | $831.0M +649% | $111.0M |
| Depreciation & amortization | $249.0M +36% | $183.0M +13% | $162.0M |
| Income tax | $253.0M | −$72.0M | −$94.0M |
| Net income | $904.0M +14% | $792.0M +159% | $306.0M |
| EPS (diluted) | $0.85 +13% | $0.75 +159% | $0.29 |
| Diluted shares (weighted) | 1.07B | 1.06B | 1.04B |
| Operating cash flow | $1.52B +284% | $397.0M -64% | $1.09B |
| Capital expenditure | $545.0M +149% | $219.0M +138% | $92.0M |
| Cash & equivalents | $2.75B | $2.08B | $1.92B |
| Total assets | $10.70B | $8.93B | $7.93B |
| Total liabilities | $2.42B | $2.09B | $2.63B |
| Shareholders' equity | $8.29B | $6.84B | $5.29B |
| Shares outstanding | 1.06B | 1.06B | 1.04B |
From XBRL data in SEC filings. Small figures under each value: change vs the same period a year earlier. d = derived (e.g. Q4 = full year − first nine months).
NewsFull archive →
Qualcomm v. Arm: jury begins deliberations, no verdict as of October 9
The jury in Qualcomm's breach-of-contract case against Arm began deliberating on October 9 and had not announced a verdict when the reporting was published.
Qualcomm's breach-of-license suit against Arm is scheduled for trial on October 5 in Delaware
Qualcomm's 10-Q for the period ended June 28, 2026 says its lawsuit against Arm Holdings, filed in the U.S.
Arm sets November 4 date for fiscal second-quarter 2027 results
Arm said on October 5 that it will report results for the fiscal second quarter ended September 30, 2026 after the market closed on Wednesday, November 4, 2026.
SoftBank raises its margin loan backed by Arm shares to $25 billion
SoftBank Group raised its margin loan secured by its Arm shares by $5 billion to $25 billion, according to Bloomberg on September 18, 2026.
Arm unveils Neoverse CSS N4 and expands AGI CPU ecosystem for agentic AI servers
On September 8, 2026 Arm announced Neoverse CSS N4, a configurable compute subsystem for partners that build their own data center chips, alongside an expanded AGI CPU ecosystem.
Arm launches AI Portal to help developers and agents deploy optimized AI on Arm chips
Arm launched the Arm AI Portal on September 8, 2026 to help developers and AI agents find, compare and deploy pre-optimized AI models on Arm hardware.
Arm posts record fiscal first-quarter revenue of $1.29 billion, up 22%
Arm reported record first-quarter revenue of $1.29 billion, up 22% from a year earlier, for the quarter ended June 30, 2026.
Arm sets July 29 date for its fiscal first-quarter 2027 results
Arm said on July 8 that it would report results for the fiscal first quarter ended June 30, 2026 after the market closed on Wednesday, July 29.
Arm and Sumo Digital unveil Neural Dawn, a mobile game using Unreal MegaLights
Arm and Sumo Digital showed Neural Dawn, a mobile game built on Unreal Engine 5.6.1 with MegaLights, which Arm calls the first on mobile.
Arm and NVIDIA unveil Arm-based RTX Spark platform for Windows PCs at Computex
Arm and NVIDIA announced RTX Spark at Computex 2026, a Windows PC platform that pairs an Arm-based NVIDIA Grace CPU with a Blackwell RTX GPU and unified memory.
Oracle Cloud Infrastructure joins Arm AGI CPU ecosystem to explore agentic AI use
Oracle Cloud Infrastructure said it is joining the Arm AGI CPU ecosystem and will explore how the chip can extend its Arm workload benefits to agentic AI systems.
Arm guides fiscal Q1 2027 revenue to $1.26 billion and EPS to $0.40
Arm forecast revenue of about $1.26 billion for the quarter ending June 30, 2026, plus or minus $50 million, and non-GAAP EPS of $0.40, plus or minus $0.04.
Arm releases free Performix toolkit to tune performance for AI agent development
Arm launched Arm Performix, a free performance analysis toolkit that collects runtime data from Arm silicon.
Arm CEO Rene Haas also takes CEO role at SoftBank Group International
SoftBank Group said on April 21 that Arm chief executive Rene Haas would become chief executive of SoftBank Group International, an operating platform that oversees some of its international subsidiaries.
Arm sets fiscal Q4 2026 results for May 6, after the close
Arm said on April 8 that it would report results for the fourth quarter of fiscal 2026, the quarter ended March 31, after the US market closed on Wednesday, May 6.
IBM and Arm announce strategic collaboration on joint enterprise hardware
IBM and Arm announced a strategic collaboration to build hardware that combines both companies' chip architectures for enterprise AI and data-heavy workloads.
Arm partners with Monash University Malaysia to build semiconductor talent
Arm agreed a collaboration with the School of Engineering at Monash University Malaysia to grow the regional semiconductor workforce.
Arm launches its first self-designed data center CPU, the AGI CPU, with Meta as lead partner
Arm unveiled the Arm AGI CPU at its Arm Everywhere event, its first production silicon product in company history.
Arm signs strategic AI partnership with Indonesia's Danantara
Arm and Danantara Indonesia, the country's sovereign investment institution, agreed a strategic partnership to support local AI and semiconductor development.
Arm posts record $1.24 billion quarter; royalties rise 27% to $737 million
Arm reported revenue of $1.242 billion for the quarter ended December 31, 2025, up 26% from a year earlier, its fourth straight quarter above $1 billion.
Arm guides fiscal Q4 2026 revenue to $1.47 billion and EPS to $0.58
Arm forecast fiscal fourth-quarter revenue of about $1.47 billion, plus or minus $50 million, and non-GAAP diluted EPS of $0.58, plus or minus $0.04.
Arm schedules fiscal Q3 2026 results for February 4, after the close
Arm said on January 7 that it would report results for the quarter ended December 31, 2025 after the US market closed on Wednesday, February 4.
SEC filings
| Sep 23, 26 | 4 | Form 4: Child Jason (Chief Financial Officer) — open-market sale 10,400 sh | sec.gov ↗ |
| Sep 21, 26 | 144 | Form 144: Notice of proposed insider sale | sec.gov ↗ |
| Sep 18, 26 | 6-K | 6-K: Report of foreign private issuer | sec.gov ↗ |
| Sep 16, 26 | 4 | Form 4: Abbey William (Chief Commercial Officer) — derivative/holdings only | sec.gov ↗ |
| Sep 10, 26 | 4 | Form 4: Haas Rene A. (Chief Executive Officer, Director) — award 64 sh | sec.gov ↗ |
| Sep 10, 26 | 6-K | 6-K: Report of foreign private issuer | sec.gov ↗ |
| Aug 31, 26 | 4 | Form 4: Child Jason (Chief Financial Officer) — open-market sale 10,400 sh | sec.gov ↗ |
| Aug 27, 26 | 144 | Form 144: Notice of proposed insider sale | sec.gov ↗ |
| Aug 18, 26 | 4 | Form 4: Bartels Laura Kathleen (Chief Accounting Officer) — option exercise 1,681 sh, tax withholding 856 sh | sec.gov ↗ |
| Aug 11, 26 | 4 | Form 4: Sine Jeffrey (Director) — gift 9,572 sh | sec.gov ↗ |
| Aug 10, 26 | 6-K | 6-K: Report of foreign private issuer | sec.gov ↗ |
| Jul 29, 26 | 6-K | 6-K: Report of foreign private issuer | sec.gov ↗ |
| Jul 29, 26 | 6-K | 6-K: Report of foreign private issuer | sec.gov ↗ |
| Jun 4, 26 | 4 | Form 4: Bartels Laura Kathleen (Chief Accounting Officer) — open-market sale 11,306 sh | sec.gov ↗ |
| Jun 3, 26 | 4 | Form 4: Abbey William (Chief Commercial Officer) — open-market sale 6,566 sh | sec.gov ↗ |
| Jun 1, 26 | 4 | Form 4: Abbey William (Chief Commercial Officer) — open-market sale 4,200 sh | sec.gov ↗ |
| May 26, 26 | 4 | Form 4: Abbey William (Chief Commercial Officer) — open-market sale 2,300 sh | sec.gov ↗ |
| May 26, 26 | SD | SD: Specialized disclosure (conflict minerals) | sec.gov ↗ |
| May 26, 26 | IRANNOTICE | IRANNOTICE: Filing | sec.gov ↗ |
| May 26, 26 | 20-F | 20-F: Annual report for the fiscal year ended Mar 31, 2026 | sec.gov ↗ |
| May 22, 26 | 4 | Form 4: Abbey William (Chief Commercial Officer) — open-market sale 4,655 sh | sec.gov ↗ |
| May 22, 26 | 4 | Form 4: Eaton Charlotte Claire (Chief People Officer) — open-market sale 7,805 sh | sec.gov ↗ |
| May 21, 26 | 144 | Form 144: Notice of proposed insider sale | sec.gov ↗ |
| May 21, 26 | 4 | Form 4: Collins Spencer (Chief Legal Officer) — open-market sale 40,941 sh | sec.gov ↗ |
| May 21, 26 | 4 | Form 4: Abbey William (Chief Commercial Officer) — open-market sale 15,956 sh | sec.gov ↗ |
Insider trades, 12 months
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-21 | Child Jason Chief Financial Officer | Sale 10b5-1 plan | 10.4K | $300.00 | $3.1M |
| 2026-08-27 | Child Jason Chief Financial Officer | Sale 10b5-1 plan | 10.4K | $255.33 | $2.7M |
| 2026-06-02 | Bartels Laura Kathleen Chief Accounting Officer | Sale | 11.3K | $392.70 | $4.4M |
| 2026-06-01 | Abbey William Chief Commercial Officer | Sale | 6.6K | $402.72 | $2.6M |
| 2026-05-28 | Abbey William Chief Commercial Officer | Sale | 4.2K | $343.81 | $1.4M |
| 2026-05-22 | Abbey William Chief Commercial Officer | Sale | 2.3K | $305.82 | $703.4K |
| 2026-05-21 | Eaton Charlotte Claire Chief People Officer | Sale | 4.0K | $282.77 | $1.1M |
| 2026-05-21 | Eaton Charlotte Claire Chief People Officer | Sale | 7.8K | $290.01 | $2.3M |
| 2026-05-21 | Abbey William Chief Commercial Officer | Sale | 4.7K | $287.03 | $1.3M |
| 2026-05-20 | Eaton Charlotte Claire Chief People Officer | Sale | 3.1K | $252.25 | $782.0K |
| 2026-05-20 | Child Jason Chief Financial Officer | Sale 10b5-1 plan | 31.9K | $226.54 | $7.2M |
| 2026-05-20 | Abbey William Chief Commercial Officer | Sale | 5.1K | $257.18 | $1.3M |
| 2026-05-19 | Abbey William Chief Commercial Officer | Sale | 10.9K | $224.14 | $2.4M |
| 2026-05-19 | Collins Spencer Chief Legal Officer | Sale | 40.9K | $215.00 | $8.8M |
| 2026-05-18 | Grisenthwaite Richard Roy Chief Architect | Sale | 24.3K | $209.15 | $5.1M |
| 2026-05-15 | Abbey William Chief Commercial Officer | Sale 10b5-1 plan | 7.0K | $212.55 | $1.5M |
| 2026-05-11 | Collins Spencer Chief Legal Officer | Sale | 52.0K | $211.73 | $11.0M |
| 2026-04-24 | Abbey William Chief Commercial Officer | Sale 10b5-1 plan | 1.6K | $221.99 | $350.1K |
| 2026-04-23 | Abbey William Chief Commercial Officer | Sale 10b5-1 plan | 1.6K | $199.00 | $313.8K |
| 2026-04-22 | Child Jason Chief Financial Officer | Sale 10b5-1 plan | 21.3K | $180.00 | $3.8M |
| 2026-04-14 | Haas Rene A. Chief Executive Officer, Director | Sale 10b5-1 plan | 9.3K | $160.85 | $1.5M |
| 2026-03-26 | Haas Rene A. Chief Executive Officer, Director | Sale 10b5-1 plan | 8.0K | $160.86 | $1.3M |
| 2026-03-25 | Child Jason Chief Financial Officer | Sale 10b5-1 plan | 21.3K | $148.37 | $3.2M |
| 2026-03-25 | Haas Rene A. Chief Executive Officer, Director | Sale 10b5-1 plan | 23.9K | $161.17 | $3.8M |