Arm Q2 Revenue Reaches $1.44B, Up 27% YoY

November 5: According to Arm's official announcement, Arm's revenue for the second quarter of fiscal 2027 (ended September 30, 2026) rose 27% year-over-year to $1.44 billion, a record high for the period. Licensing and other revenue was $773 million, up 50% year-over-year; royalty revenue was $670 million, with data center royalty revenue doubling year-over-year. According to Reuters, Arm's adjusted earnings per share for the quarter were $0.52, above analysts' expectation of $0.47; the company expects third-quarter revenue of about $1.54 billion, slightly above analysts' expectation of $1.53 billion. Arm's stock fell about 2% after hours.