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Arm Publishes Q2 Fiscal 2027 Earnings Call Transcript

By Public Technologies
  • Arm’s November 4, 2026, fiscal Q2 2027 earnings call featured CEO Rene Haas, CFO Jason Child and investor-relations head Ian Thornton.
  • Management raised confidence in achieving up to $2 billion in AGI CPU revenue across fiscal 2027–2028; commercial deliveries remain targeted for Q4 2027.
  • Quarterly revenue rose 27% to $1.44 billion; licensing revenue increased 50% to $773 million.
  • Data center royalties doubled; management expects server market share at top hyperscalers to exceed 60% by calendar year-end 2026.
  • Fiscal Q3 revenue guidance is $1.54 billion, plus or minus $50 million; adjusted EPS guidance is $0.56, plus or minus $0.04.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. ARM Holdings plc published the original content used to generate this news brief on November 05, 2026, and is solely responsible for the information contained therein.

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