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. Royalty revenue rose 22% to $715 million and licensing and other revenue rose 23% to $574 million. Data center royalties more than doubled year over year, and Arm said customer demand for the Arm AGI CPU exceeds $2 billion across fiscal 2027 and 2028. Market coverage reported that the stock fell about 8% around the report, a move that secondary accounts tied partly to a broader sell-off in AI chip shares.

• Total revenue $1.29 billion, up 22% year over year
• Royalty revenue $715 million, up 22%
• Licensing and other revenue $574 million, up 23%
• Non-GAAP operating income $531 million (41.2% margin); GAAP operating income $91 million
• Customer demand for the AGI CPU above $2 billion across FYE27 and FYE28