Arm Reports Fiscal Q2 2027 Revenue of $1.44 Billion, Beats Estimates
Revenue rose 27% year over year to $1.44 billion, above the $1.38 billion consensus. Adjusted EPS was 52 cents, versus the 48-cent estimate. Arm guided to Q3 revenue of $1.54 billion (±$50 million) and adjusted EPS of 56 cents (±4 cents).
Arm Holdings reported fiscal second-quarter 2027 revenue of $1.44 billion, a 27% increase year-over-year, surpassing the $1.38 billion consensus estimate. The company posted adjusted earnings of 52 cents per share, also beating the 48-cent estimate from analysts. Growth was attributed to robust demand for AI compute across cloud, device, and autonomous systems, with data center royalties doubling compared to the previous year. Looking ahead to the third quarter, Arm provided guidance for revenue of $1.54 billion (±$50 million) and adjusted earnings of 56 cents per share (±4 cents).
Management highlighted that both its intellectual property and silicon businesses are contributing to the company's performance.