Arm Jumps 21% After Revenue Beat and First-Quarter Forecast Near Consensus
Arm Holdings reported fiscal fourth-quarter revenue of $1.49 billion, up 20% from a year earlier and above estimates of $1.47 billion. Earnings per share were $0.60 versus $0.58 expected, while net income was $641 million compared with estimates of $626 million. The company said the quarter produced its highest revenue on record. As of 20:50 UTC, Arm shares were up 21.3% at $253.23 versus the previous close.
For its fiscal first quarter, Arm forecast revenue of about $1.26 billion, plus or minus $50 million, around the $1.25 billion consensus, and earnings per share of about $0.40, plus or minus $0.04, versus $0.37 expected. License and other revenue rose 29% to $819 million, royalty revenue increased 11% to $671 million, and fiscal 2026 revenue climbed 23% to $4.92 billion.
From the sources (3 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