Arm ER Numbers
plutus
2026-05-06 13:30:17
( reads)
Numbers
- Revenue: $1.49 billion (record high)
- Adjusted EPS: about $0.60 per share
- Full-year revenue: $4.92 billion
- Growth: ~20% year-over-year
Revenue Breakdown
- Royalty revenue (full year): $2.61B (record)
- Licensing revenue (Q4): $819M (record)
- Data center royalties more than doubled YoY, showing strong AI demand

常武
2026-05-06 13:36:11Thanks for sharing