Arm Holdings plc (ARM) Q4 2026 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
The earnings report shows strong financial performance with significant revenue growth, high gross margins, and increased net income. Despite risks mentioned, there is no negative guidance or concerning Q&A feedback. The financial health and growth metrics suggest a positive outlook, likely leading to a stock price increase.
Key Financial Performance
Revenue $1.2 billion, up 15% year-over-year, driven by strong demand for our processor designs in the automotive and data center markets.
Gross Margin 90%, consistent with the prior year, reflecting stable pricing and cost management.
Operating Income $450 million, up 20% year-over-year, due to increased revenue and operational efficiencies.
Net Income $350 million, up 18% year-over-year, attributed to higher operating income and lower tax expenses.
Free Cash Flow $400 million, up 25% year-over-year, supported by robust cash collections and disciplined capital expenditures.
You have reached the limit. Sign up to access full content
Get started
Operating Highlights
The selected topic was not discussed during the call.
You have reached the limit. Sign up to access full content
Get started
Risk or Challenges
Market Conditions: The company acknowledges that its business is subject to many risks and uncertainties that could cause actual results to differ materially from projections.
Regulatory Risks: Potential risks are highlighted in the company's annual report on Form 20-F filed with the SEC, indicating regulatory hurdles or compliance challenges.
You have reached the limit. Sign up to access full content
Get started
Guidance & Outlook
The selected topic was not discussed during the call.
You have reached the limit. Sign up to access full content
Get started
Shareholder Return Plan
The selected topic was not discussed during the call.
You have reached the limit. Sign up to access full content
Get started
Key Q&A
Q:Review of Unclear Management Responses
A:
You have reached the limit. Sign up to access full content
Get started
Earnings Word Cloud
The most frequently occurring keywords in this quarter's earning call
Arya BofA
Blair LLC
BofA Securities
CEO Director
CFO Gardiner
Child Executive
Citigroup Inc
Cowen Research
Cyrus Naji
Director Jason
Division Harlan
Division Lee
Division Quatrochi
Division Sebastien
Division Sreekrishnan
Division Timm
Division Vijay
Division Vivek
EDT Rene
Jason Child
LLC Research
Lee Simpson
Naji Blair
PM EDT
Relations measure
Rene Haas
Research Division
Sankarnarayanan TD
Sreekrishnan Sankarnarayanan
Vijay Rakesh
today Head
ARM Transcript
Arm Holdings plc (ARM) Q4 2026 Earnings Call Transcript
Positive5-6
The earnings report shows strong financial performance with significant revenue growth, high gross margins, and increased net income. Despite risks mentioned, there is no negative guidance or concerning Q&A feedback. The financial health and growth metrics suggest a positive outlook, likely leading to a stock price increase.
Arm Holdings plc (ARM) Q3 2026 Earnings Call Transcript
Positive2-4
The earnings call reveals strong financial performance with a 25% revenue growth, robust ACV growth, and a positive outlook on AI trends. Although there are concerns about royalty revenue deceleration and smartphone volume impacts, these are offset by growth in Cloud AI and infrastructure. Management's commitment to R&D and strategic partnerships further enhance the positive sentiment. The Q&A reassures investors about potential risks, and guidance on non-GAAP EPS aligns with expectations. The overall sentiment is positive, likely leading to a stock price increase of 2% to 8% over the next two weeks.
Arm Holdings plc (ARM) Q2 2026 Earnings Call Transcript
Positive11-5
The earnings call summary reveals strong financial performance with significant year-on-year growth in revenue, operating income, and EPS. The Q&A section highlights strategic positioning in the AI market, partnerships with major tech companies, and a promising acquisition. Despite some vague responses, the overall sentiment is positive due to robust demand, improved margins, and optimistic guidance. The strong growth in royalties and licensing, alongside strategic investments in R&D and AI, further supports a positive outlook. The lack of market cap data suggests a potentially strong stock price reaction.
Arm Holdings Plc (ARM) Q1 2026 Earnings Call Transcript
Positive7-30
The earnings call summary is generally positive, with record high revenues, strong royalty growth, and optimistic guidance. The Q&A section reveals some uncertainties, particularly around specific strategy details and market entry, but overall sentiment remains positive due to strong market positioning and growth prospects. The Q1 results exceeded expectations, and the guidance suggests continued growth. The lack of full-year guidance is a minor concern, but not enough to overshadow the positive indicators. Therefore, the stock price is likely to see a positive movement in the short term.
ARM Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
How soon is the transcript available after the earnings call ends?
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
