Arm posted record Q3 revenue with strong growth in both royalty and licensing, while profitability improved on a non-GAAP basis as AI-related demand accelerated across data center, edge, and physical AI markets.

Arm exceeded $1.3 billion in revenue for the third consecutive quarter and posted a net income of $238 million, supported by continued demand for its processor IP and AI-powered solutions.

Arm delivered strong Q1 results for fiscal 2026 with $1.05 billion in revenue, marking a record for a first quarter. Royalty revenue saw a 25% increase year-over-year, while licensing declined slightly. Non-GAAP EPS came in at $0.35, reflecting healthy operating leverage and growth across the AI and data center segments.

Arm delivered strong Q4 results with total revenue of $1.241 billion and record royalty and license revenues, driven by increasing deployment of Armv9 chips and AI demand across sectors.

Arm Holdings reported strong Q3 FYE25 results with total revenue of $983 million, a 19% YoY increase. Royalty revenue grew by 23% to $580 million, driven by the adoption of Armv9 and increased cloud and IoT demand. Non-GAAP operating margin stood at 45%, and free cash flow declined 21% YoY. The company continues to gain market share in AI, automotive, and cloud computing.