Arm Q2 revenue hits $1.44B as AI chip demand surges
Pontos principais
- Arm Holdings (NASDAQ:ARM) reported fiscal Q2 2027 revenue of $1.44 billion, up 27% year over year, beating the $1.38 billion analyst estimate.
- Adjusted EPS reached $0.52, exceeding the $0.47 forecast, while licensing revenue increased 50% to $773 million.
- Arm forecasts Q3 revenue of $1.54 billion, as demand for its processor architecture grows across AI and data center markets.
Arm Holdings (NASDAQ:ARM) reported fiscal second-quarter 2027 revenue of $1.44 billion, up 27% year over year, beating analyst expectations on demand for its chip architecture.
Revenue exceeded the $1.38 billion consensus estimate, while adjusted earnings reached $0.52 per share against expectations of $0.47.
Licensing revenue increased 50% to $773 million, while royalty revenue rose 8% to $670 million, reflecting different growth rates across Arm's two main revenue streams.
Arm's royalty revenue remained below the analyst estimate of $720.8 million, while licensing revenue exceeded the $625.1 million forecast, according to LSEG data.
The company forecast third-quarter revenue of approximately $1.54 billion, compared with the $1.53 billion analyst estimate, and shares fell about 2% in extended trading following the results.
Arm licenses processor architecture to semiconductor companies and collects royalties on chips shipped using its technology, rather than relying primarily on manufacturing and selling its own processors.
Its architecture is used in smartphones, automotive systems and cloud infrastructure, while growing AI demand has increased interest in energy-efficient processors for data centers.
