Arm Q2 revenue beats expectations, licensing revenue doubles on AI datacenter demand
11/05/2026 — 11/05, 17:22·2 sources (all)·2 reports (all)
Key takeaways
- Arm reported Q2 revenue of $1.443 billion, up 27% year over year, with adjusted EPS of $0.52, both slightly above expectations, and net inco…
Latest turnArm reported $1.44B in revenue and $0.52 adjusted EPS for the second quarter of its fiscal 2026, both slightly above analyst estimates, with net income up 33% year over year. CEO Rene Haas said revenue has now grown more than 20% for five straight quarters, helped by licensing revenue that doubled year over year. The stock still slipped 1.74% in after-hours trading.
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Arm reported $1.44B in revenue and $0.52 adjusted EPS for the second quarter of its fiscal 2026, both slightly above analyst estimates, with net income up 33% year over year. CEO Rene Haas said revenue has now grown more than 20% for five straight quarters, helped by licensing revenue that doubled year over year. The stock still slipped 1.74% in after-hours trading.
东方财富AI score 55Arm reported quarterly revenue of $1.443 billion, up 27% year over year, and adjusted EPS of $0.52, both above analyst estimates. AI data-center demand drove licensing revenue up 50%, while royalty revenue grew just 8%. Its guidance of about $1.54 billion for the next quarter only slightly topped the average analyst estimate, and the stock fell as much as 4% in after-hours trading.
华尔街见闻AI score 53
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