🔹 Revenue: $1.24B (Est. $1.23B) 🟢; +34% YoY
🔹 Adj. EPS: $0.55 (Est. $0.53) 🟢; +53% YoY
🔹 Adj. Oper Income: $655M (Est. $621.8M) 🟢; +68% YoY
FY26 Guide
🔹 Revenue: $3.94B–$4.04B (Est. $4.91B) 🔴
🔹 Adj. EPS: $1.56–$1.64 (Est. $2.03) 🔴
Q1'26 Guidance
🔹 Revenue: $1.00B–$1.10B (Est. $1.10B) 🟡
🔹 Adj. EPS: $0.30–$0.38 (Est. $0.42) 🔴
🔹 Adj. OpEx: ~$625M (vs. $566M in Q4 FY25)
Other Key Metrics:
🔹 Royalty Revenue: $607M (Est. $567.7M) 🟢; +18% YoY
🔹 Licensing & Other Revenue: $634M; +53% YoY
🔹 Adj. Gross Margin: 98.4% (vs. 97.2% YoY)
🔹 Adj. Operating Margin: 52.8% (vs. 42.1% YoY)
🔹 Operating Cash Flow: $258M
🔹 Free Cash Flow (Non-GAAP): $163M
🔹 Cash & Short-Term Investments: $2.83B
🔹 R&D Headcount: +18% YoY (6,943 engineers)
CEO Rene Haas Commentary
🔸 “Arm delivered record-breaking results for both Q4 and the full fiscal year. We surpassed $1B in revenue for the first time in a quarter, driven by broad deployment of our CSS platforms across AI data center, cloud, and mobile.”
🔸 “AI is accelerating demand for energy-efficient compute. Arm is uniquely positioned to lead this shift from cloud to edge, as more software is being written first for Arm-based chips.”
Strategic & Platform Highlights
🔹 Smartphone royalty revenue +30% YoY despite <2% unit growth, driven by Armv9 adoption
🔹 Major wins: NVIDIA Grace Blackwell, Google Axion, Microsoft Cobalt 100
🔹 First CSS license signed in automotive (EV platform)
🔹 Flexible Access customers: 314 (up from 222 YoY)
🔹 GitHub Copilot + Arm developer AI extension launched
🔹 Over 8B Kleidi AI installs