ARM Holdings PLC ADR

ARM: XNAS (USA)

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Arm Earnings: Architectural Win Looks Assured, but Silicon or Royalties Remains the Open Question

Javier Correonero

May 7, 2026

Arm Holdings' 2026 fiscal-year results coincided in time with peer AMD doubling its server CPU TAM estimate to $120 billion May 6. AMD’s forecast is not far from Arm’s 2030 $100 billion CPU server TAM unveiled in the Arm Everywhere event in March.

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ARM Holdings PLC ADR

Arm Earnings: Architectural Win Looks Assured, but Silicon or Royalties Remains the Open Question

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