Arm Holdings plc researches, develops, licenses, and markets central processing unit (CPU) intellectual property (IP), graphics processing unit IP, systems IP, compute subsystems (CSS), and associated software, tools and related services. The company provides a product portfolio, including CPU IP, GPU and neural processing unit (NPU) accelerators, system IP such as interconnects, compute platform products including pre-integrated CSSs, and development tools and software. The company serves semiconductor companies, original equipment manufacturers (OEMs), cloud service providers (CSPs), and organizations developing chips for end markets such as smartphones, consumer electronics, industrial IoT,…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $1.49B | +20.1% | $313.0M | $0.29 | +45.0% | 97.9% | 29.5% |
| Q4 2025 Dec 2025 | $1.24B | — | $223.0M | $0.21 | — | 97.6% | 15.4% |
| Q3 2025 Sep 2025 | $1.14B | — | $238.0M | $0.22 | — | 97.4% | 14.4% |
| Q2 2025 Jun 2025 | $1.05B | — | $130.0M | $0.12 | — | 97.2% | 10.8% |
| Q1 2025 Mar 2025 | $1.24B | — | $210.0M | $0.20 | — | 97.7% | 33.0% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Can Arm Holdings really justify its massive valuation premium, or are analysts setting up investors for a major disappointment?
