ARM Holdings PLC ADR

ARM: XNAS (USA)

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Arm Earnings: CPU Demand Is There, but Arm Needs to Secure the Supply

Javier Correonero

Nov 5, 2026

Arm’s trailing 12-month licensing revenue grew 32% to $2.7 billion, after a 50% jump in second-quarter licensing. Royalties grew just 8%. Management now sees up to $2 billion of Arm AGI CPU revenue over fiscal 2027-28 and will make an update on the supply situation next quarter.

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ARM Holdings PLC ADR

Arm Earnings: CPU Demand Is There, but Arm Needs to Secure the Supply

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