$ARMArm Holdings plc · AI chips
Arm (ARM) Next Earnings Date & AI Catalysts
CPU architecture licensor whose designs sit in most AI servers and phones.
NEXT EARNINGS
Not yet on our calendar
We add dates once a source publishes them.
Profile
Industry (SEC SIC)
Semiconductors & Related Devices
Semiconductors & Related Devices
AI angle
Arm earns licenses and royalties on chips using its designs, including hyperscaler server CPUs paired with AI accelerators. It is also moving into making its own silicon products.
Key metrics
Revenue (latest quarter) $1.44B
6-K period ended 2026-09-30; +27% y/y · SEC filing
Gross margin 97.1%
Gross profit / revenue, same quarter · SEC filing
Operating income $201.0M
Same quarter; 14% operating margin · SEC filing
Key risks (from filings)
- “AI and ML are subject to a changing regulatory landscape in multiple jurisdictions in which we operate, and may present certain reputational risks.” — 20-F risk factor (filed 2026-05-26) · source
- “Our development of production silicon products, such as the Arm AGI CPU, CSS, chiplets, complete chip solutions, and other more integrated compute products may subject us to new or enhanced…” — 20-F risk factor (filed 2026-05-26) · source
Upcoming catalysts for $ARM
No upcoming catalysts tracked yet.
Recent catalysts
Wed, Nov 4, 2026
Nov
4
Arm Holdings plc reports quarterly results
Royalty growth from AI data-center and edge chips. Fiscal Q2 revenue $1.44B (+27% y/y): license and other $773M (+50%), royalties $670M (+8%); data-center royalties doubled y/y.
Source: sec.gov
Upcoming earnings
Recap of $ARM's next earnings date — same expected / confirmed labeling as above.
No upcoming earnings date on our calendar yet.