Arm Says AGI CPU Demand Tops $2 Billion After Earnings Beat
Arm Holdings said customer response to its first data-center chip, the Arm AGI CPU, has been stronger than expected, with more than $2 billion of customer demand across fiscal 2027 and 2028. Chief Executive Officer Rene Haas said that is more than double what the company said at launch and keeps it on track toward a previously stated $15 billion forecast, adding that the data center will soon be Arm's largest business. Shares rose about 12%.
The update followed fourth-quarter results that topped estimates. Arm reported record revenue of $1.49 billion, versus $1.47 billion expected, and non-GAAP earnings per share of 60 cents, compared with 58 cents expected; non-GAAP net income was $641 million. Licensing revenue rose 29% to $819 million and royalty revenue increased 11% to $671 million, while first-quarter guidance called for about $1.26 billion in revenue and 40 cents a share, versus estimates of $1.25 billion and 37 cents.
From the sources (6 posts)
@zerohedge*ARM HOLDINGS SEES 1Q REV. $1.21B TO $1.31B, EST. $1.25B
@stocksavvyshay$ARM Q4 EARNINGS • Revenue $1.49B vs Est. $1.47B • EPS $0.60 vs Est. $0.58 • Net Income $641M vs Est. $626M Q1 Guidance • Revenue $1.26B vs Est. $1.25B • EPS $0.40 vs Est. $0.37
@wallstengine$ARM Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $1.49B (Est. $1.47B) 🟢; +20% YoY 🔹 Adj. EPS: $0.60 (Est. $0.58) 🟢; +9% YoY 🔹 License & Other Revenue: $819M; +29% YoY 🔹 Royalty Revenue: $671M; +11% YoY 🔹 FY26 Revenue: $4.92B; +23% YoY Q1'27 Guid
@alphasenseinc$ARM Earnings: - Revenue this quarter was a record $1.49 billion, our highest quarterly revenue ever and above the midpoint of our guidance. - Licensing revenue grew 29% year-over-year to $819 million, driven by strong demand for the Arm
@stocksavvyshay$ARM is up 12% after saying demand for its first data center chip has “exceeded expectations” with more than $2B in AGI CPU demand across FY27 & FY28. Management says “as AI becomes more agentic” Arm is being reinforced as a compute pl
@wallstengine$ARM CEO: “Customer response to the Arm AGI CPU has been very strong. We now have more than $2 billion of customer demand across fiscal 2027 and fiscal 2028.” “This is more than double what we stated at launch. We are on track towards our