Arm publishes fiscal Q2 2027 shareholder letter
ARM•Arm said fiscal second-quarter revenue rose 27% year over year to a record $1.44 billion. Licensing revenue increased 50% to $773 million, while royalty revenue reached $670 million and data center royalties doubled.
1. Revenue reaches record
Arm announced the availability of its shareholder letter for the fiscal second quarter ended September 30, 2026. Revenue rose 27% year over year to $1.44 billion, a second-quarter record; licensing and other revenue increased 50% to $773 million, and royalty revenue reached $670 million, with data center royalties doubling year over year.
2. CPU orders secured
Arm said it secured purchase orders for its Arm AGI CPU from multiple customers through calendar 2027.
