Doanh thu quý 1 của Arm đạt 1,29 tỷ USD, tăng 22% so với cùng kỳ năm trước, tiền bản quyền trung tâm dữ liệu tăng gấp đôi

The Huoxing Finance report states that Arm released its first-quarter financial results for fiscal year 2027, with revenue of $1.29 billion, a 22% year-over-year increase, surpassing the market expectation of $1.26 billion; adjusted earnings per share of $0.45, up 29% year-over-year, exceeding the expected $0.40; adjusted net profit of $480 million, up 28% year-over-year. Licensing revenue reached $574 million, up 23% year-over-year; royalty revenue reached $715 million, up 22% year-over-year, with data center royalty revenue more than doubling year-over-year. AI and data center businesses are showing strong momentum. Since its launch in March, customer demand for Arm’s AGI CPU has grown from an initial expected order value of approximately $1 billion to over $2 billion. Cumulative shipments of Arm Neoverse data center processors have exceeded 1.5 billion cores, with the latest 500 million cores shipped in just nine months. NVIDIA’s Vera is now fully operational; AWS and Meta have signed multi-year agreements to deploy tens of millions of Graviton5 cores; Qualcomm has announced plans to launch its Arm-based data center CPU, Dragonfly C1000. For the second quarter, revenue guidance is approximately $1.38 billion and adjusted earnings per share are around $0.47, both above the market average expectation but below some more optimistic forecasts. The company noted that mobile royalty revenue growth will slow, causing its stock to drop by about 7% in after-hours trading.