ChainCatcher report: Arm announced Q2 fiscal year 2026 revenue of $1.44 billion, a 27% year-over-year increase, surpassing the market expectation of $1.38 billion. Adjusted EPS came in at $0.52, above the expected $0.47. The company forecasts Q3 revenue of approximately $1.54 billion, largely in line with market expectations. Growth in data center business offset weakness in the smartphone market, with licensing revenue rising 50% year-over-year to $773 million and royalty revenue increasing 8% to $670 million. Following the earnings announcement, Arm’s stock fluctuated after hours and is currently down 3.8%.
Arm's Q2 revenue increased 27% to $1.44 billion, driven by AI demand.
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Summary
Arm's Q2 revenue reached $1.44 billion, a 27% year-over-year increase driven by strong AI demand and higher licensing income. Earnings per share came in at $0.52, exceeding forecasts. Inflation data remains a key factor for altcoins to monitor as market trends evolve. Licensing revenue surged 50% to $773 million, while royalties increased 8% to $670 million. The company anticipates Q3 revenue of $1.54 billion. Arm’s stock declined 3.8% in after-hours trading.
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