Royalties on Arm-based chips
Royalty revenue hit $715 million in the June quarter, up 22%.
The numbers
What it is
Arm earns a royalty on every chip shipped with its architecture. Mobile application processors are the largest share, and Armv9 carries higher per-chip rates than earlier generations.
Why it matters to the stock. Royalties are recurring and grow with unit volume and product mix, so they set the baseline for Arm's revenue.
News
Arm posts record fiscal first-quarter revenue of $1.29 billion, up 22%
Arm reported record first-quarter revenue of $1.29 billion, up 22% from a year earlier, for the quarter ended June 30, 2026.
Arm guides fiscal Q1 2027 revenue to $1.26 billion and EPS to $0.40
Arm forecast revenue of about $1.26 billion for the quarter ending June 30, 2026, plus or minus $50 million, and non-GAAP EPS of $0.40, plus or minus $0.04.
Arm posts record $1.24 billion quarter; royalties rise 27% to $737 million
Arm reported revenue of $1.242 billion for the quarter ended December 31, 2025, up 26% from a year earlier, its fourth straight quarter above $1 billion.