Arm Holdings plc (ARM) SEC Filings & Earnings Calls
EquiReason read 14 Arm Holdings plc SEC filings in the last 12 months. Latest: 6-K on 2026-09-18 — Arm Holdings FYE26 annual report: revenue $4.92B (+22.8% YoY), profit before tax $960M (+27.0%), net assets $8.31B; strong licensing and royalty growth driven by Armv9 and AI deman.
Source: SEC EDGAR filings · figures as of 2026-06-30 · read by EquiReason
- Market cap
- 224.6B
- P/E TTM
- 214.6
- Dividend yield
- —
- 52-week
- —
- Next earnings
- 5 Nov, in 12 days
Every filing, read
last 12 months · SECWhat happened, the numbers inside, guidance and risks. The original is one click away.
18 Sep 20266-KArm Holdings FYE26 annual report: revenue $4.92B (+22.8% YoY), profit before tax $960M (+27.0%), net assets $8.31B; strong licensing and royalty growth driven by Armv9 and AI demand.earningsopen
Figures in the filing · each found in the filing text
| Group revenue · FYE2026 | $4.92B | +23% y/y |
| Profit before tax · FYE2026 | $960M | +27% y/y |
| Net assets · FYE2026 | $8.31B | +22% y/y |
| Total operating costs · FYE2026 | $4.10B | +33% y/y |
| Cash and deposits · FYE2026 | $3.60B | +27% y/y |
| Extant Arm Total Access licences · FYE2026 | 56 | +27% y/y |
| Extant Arm Flexible Access licences · FYE2026 | 329 | +5% y/y |
| Average employees · FYE2026 | 9,024 | +18% y/y |
Risks flagged
Operating costs grew faster than revenue (33.2% vs 22.8%), driven by R&D and headcount investments; margin pressure if growth slows.
“Total operating costs increased 33.2% to $4,098M, outpacing revenue growth of 22.8%.”
29 Jul 20266-KArm Holdings reports record Q1 FY2027 revenue of $1.29B (up 22% YoY), with royalty revenue up 22% and licensing up 23%, driven by AI and data center demand.earningsopen
Figures in the filing · each found in the filing text
| Revenue · Q1-2027 | $1.29B | +22% y/y |
| Royalty revenue · Q1-2027 | $715M | +22% y/y |
| Licensing revenue · Q1-2027 | $574M | +23% y/y |
| Non-GAAP EPS · Q1-2027 | $0.45 | +29% y/y |
| Arm AGI CPU demand · FY2027-FY2028 | $2.00B | |
| Neoverse shipments · Q1-2027 | 1,500,000,000 |
Guidance
Arm AGI CPU demand exceeds $2B (vs initial $1B)
Raised outlook: Arm AGI CPU demand now exceeds $2B across FY2027-2028, up from initial $1B. Data center royalties >2x YoY. Non-GAAP EPS above guidance top end.
Risks flagged
Execution risk on Arm AGI CPU manufacturing capacity expansion.
“We're also working closely with our manufacturing and supply chain partners to expand capacity.” · word for word
26 May 202620-FArm Holdings reported FY2026 annual results with total revenue of $4,920M, up 22.8% YoY, and net income of $904M, up 14.1% YoY.earningsopen
Figures in the filing · each found in the filing text
| Total Revenue · FY2026 | $4.92B | +23% y/y |
| Revenue from external customers · FY2026 | $3.42B | +7% y/y |
| Revenue from related parties · FY2026 | $1.50B | +82% y/y |
| Gross Profit · FY2026 | $4.80B | +24% y/y |
| Operating Income · FY2026 | $900M | +8% y/y |
| Net Income · FY2026 | $904M | +14% y/y |
| Diluted EPS · FY2026 | $0.85 | +13% y/y |
| Cash from Operations · FY2026 | $1.52B | +284% y/y |
| Capex (Property and Equipment) · FY2026 | $545M | +149% y/y |
| R&D Expense · FY2026 | $2.78B | +34% y/y |
Risks flagged
Controlling Shareholder Risk
“As of May 21, 2026, SoftBank Group beneficially owns approximately 86.4% of our total issued and outstanding share capital, representing a majority of the total voting power of our ordinary shares.” · word for word
Data Privacy Regulation Risk
“Failure to comply with the GDPR or the U.K. GDPR can result in significant fines and other liability.” · word for word
6 May 20266-KRecord Q4 FY26 revenue $1.49B, licensing $819M (+29% Y/Y), royalty $671M (+11% Y/Y). Full year revenue $4.92B, royalty $2.61B (+21%), licensing $2.31B (+25%). Non-GAAP EPS $0.60 Q4, $1.77 FY. Arm AGI CPU launched with >$2B customer demand.earningsopen
Figures in the filing · each found in the filing text
| Total revenue · Q4-2026 | $1.49B | |
| Licensing revenue · Q4-2026 | $819M | +29% y/y |
| Royalty revenue · Q4-2026 | $671M | +11% y/y |
| Non-GAAP EPS - diluted · Q4-2026 | $0.60 | |
| Full year revenue · FY2026 | $4.92B | |
| Full year royalty revenue · FY2026 | $2.61B | +21% y/y |
| Full year licensing revenue · FY2026 | $2.31B | +25% y/y |
| Full year non-GAAP EPS - diluted · FY2026 | $1.77 | |
| Customer demand for Arm AGI CPU · FY2027-FY2028 | $2.00B |
Guidance
Customer demand for Arm AGI CPU >$2B across FY2027-2028, on track to $15B forecast
Strong demand for Arm AGI CPU and record revenue driving raised outlook for data center silicon business.
Risks flagged
No significant risk factors highlighted in the filing.
21 Apr 20266-KArm CEO Rene Haas assumes additional part-time role as CEO of SoftBank Group International, continuing as Arm CEO.open
Risks flagged
Potential distraction for CEO with additional role, though described as limited and part-time.
“Mr. Haas’s role at SBGI is expected to be limited and part-time and is not intended to detract from his responsibilities at the Company.” · word for word
24 Mar 20266-KArm expands compute platform to include production silicon products for the first time, launching the Arm AGI CPU for AI data centers. Lead partner Meta, with broad ecosystem support.open
Figures in the filing · each found in the filing text
| Arm AGI CPU cores per CPU · Arm AGI CPU | 136 | |
| Arm AGI CPU TDP · Arm AGI CPU | $300.00 | |
| Memory bandwidth per core · Arm AGI CPU | $6.00 | |
| Cores per rack (air-cooled) · Arm AGI CPU | 8,160 | |
| Cores per rack (liquid-cooled) · Arm AGI CPU | 45,000 |
24 Mar 20266-KArm Holdings reaffirms Q4 FY2026 guidance at an investor conference; no new financial data.open
Guidance
Reaffirmed Q4 FY2026 guidance; provided long-range expectations.
4 Feb 20266-KArm delivered record Q3 revenue of $1.24B (+26% YoY), record royalty revenue of $737M (+27% YoY), and non-GAAP EPS of $0.43.open
Figures in the filing · each found in the filing text
| Revenue · Q3-2026 | $1.24B | +26% y/y |
| Royalty revenue · Royalty · Q3-2026 | $737M | +27% y/y |
| Licensing revenue · Licensing · Q3-2026 | $505M | +25% y/y |
| Non-GAAP EPS · Q3-2026 | $0.43 | |
| CSS licenses · Compute Subsystems · Q3-2026 | 21 |
5 Nov 20256-KArm Q2 FY2026 revenue $1.14B (+34% YoY), above high end of guidance. Royalty revenue record $620M (+21% YoY), licensing $515M (+56% YoY). Non-GAAP EPS above high end of guidance.open
Figures in the filing · each found in the filing text
| Total revenue · Q2-2026 | $1.14B | +34% y/y |
| Royalty revenue · Q2-2026 | $620M | +21% y/y |
| Licensing revenue · Q2-2026 | $515M | +56% y/y |
| Arm Neoverse CPUs deployed · Data Center · Q2-2026 | 1,000,000,000 |
Risks flagged
Dependence on AI investment cycle and hyperscaler demand.
“AI-driven demand is a key growth driver; any slowdown in AI investment could impact results.”
Competition from RISC-V and other architectures.
“No direct mention but inherent competitive risk in semiconductor IP market.”
Arm Holdings plc — questions
- What did Arm Holdings plc file recently?
- 14 SEC filings in the last 12 months. Latest: 6-K on 2026-09-18 — Arm Holdings FYE26 annual report: revenue $4.92B (+22.8% YoY), profit before tax $960M (+27.0%), net assets $8.31B; strong licensing and royalty growth driven by Armv9 and AI demand.
Every figure on this page comes from Arm Holdings plc's own SEC filings — see them on SEC EDGAR. Price data is licensed and shown only inside the product.
How these figures are read: methodology · EquiReason.