ARM Q4 Earnings Call Highlights

ARM Q4 Earnings Call Highlights

• Arm delivered a record quarter and fiscal year with Q4 revenue of $1.49 billion (up 20% YoY) and FY revenue of $4.92 billion (up 23%), producing record non?GAAP EPS of $0.60 in Q4 and $1.77 for the year and a non?GAAP operating margin near 49%.
   
• Management says cloud AI and data?center deployments are the main drivers of royalty growth.
  Data center royalties have more than doubled Year over Year backed by major customer moves (Google pairing TPUs with Arm Axion CPUs, AWS Graviton scaling, Microsoft’s Cobalt, and Nvidia’s Vera) and near?100% share in DPUs/SmartNICs.
   
• Demand for the new Arm AGI CPU has risen to over $2 billion for FY2027–FY2028, but production revenue is supply?constrained with first production sales expected in Q4 FY2027. Arm estimates a more than 4 times CPU capacity need by data centers and a CPU market opportunity of more than $100 billion by 2030, targeting $15 billion AGI CPU revenue (and $25 billion total IP+AGI) by FY2031.

https://www.marketbeat.com/instant-alerts/arm-q4-earnings-call-highlights-2026-05-06/