(PR) Arm Delivers a Record Second Quarter, Reaching $1.44B in Total Revenue

Today (November 4, 2026), Arm (NASDAQ: ARM) published a letter to its shareholders containing the company's results for its second quarter of fiscal year 2027, which ended September 30, 2026. The infographic below provides the key highlights for the quarter:

Here are what the results mean and how they were achieved:

• Total revenue for Arm in Q2 FYE27 increased 27% year over year to $1.44 billion, representing Arm's highest ever second quarter. This reflects strong execution and growing demand for the Arm compute platform.
• Record second quarter was driven by strong licensing and other revenue of $773 million, reflecting a 50% year-over-year increase, an important leading indicator of future royalty growth. Meanwhile, royalty revenue for the quarter reached $670 million, with data center royalties doubling year over year.
• For the first time, Arm's partners reported more than 10 billion Arm-based chips shipped during the quarter - an increase of 1.5 billion chips year over year - adding to the scale of the platform already used by more than 30 million developers.

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