🔹 Revenue: $1.053 B (Est. $1.06 B) 🔴; UP +12% YoY
🔹 Adj. EPS: $0.35 (Est. $0.35) 🟡
Q2'26 Guidance
🔹 EPS: $0.29–$0.37 (Est. $0.35) 🟡
🔹 Revenue: $1.01–$1.11 B (Est. $1.07 B) 🔴
Q1 Segment:
🔹 Royalty Revenue: $585 M; UP +25% YoY
🔹 License & Other Revenue: $468 M; DOWN -1% YoY
Other Metrics
🔹 Non‑GAAP Operating Margin: 39.1%
🔹 Non‑GAAP Free Cash Flow: $150 M
CEO / CFO Commentary
🔸 “Arm is powering AI workloads everywhere with unmatched performance and energy efficiency.”
🔸 “Thanks to this strong performance, we exceeded the midpoint of our non‑GAAP EPS guidance even while setting new records in R&D investment.”