ARM Earnings Date: Nov 4, 2026 (Estimated) — Arm Holdings plc American Depositary Shares
NASDAQ · Technology · Semiconductors
Updated
When is ARM's next earnings date?
Arm Holdings plc American Depositary Shares (ARM) is expected to report Q2 2027 earnings on Wednesday, November 4, 2026 at 4:00 PM ET (after market close); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $0.48 on revenue of $1.38B.
How did ARM do in its last earnings report?
In its most recent report on Jul 29, 2026 (Q1 2027), Arm Holdings plc American Depositary Shares posted EPS of $0.45 versus the $0.36 estimate, a beat of 25.0%. Revenue was $1.29B against a $1.27B estimate. The stock's 1-day post-earnings move was +7.4%.
How much does ARM stock move after earnings?
ARM beat EPS estimates in 8 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 6.4% (up or down) in the day after earnings.
About Arm Holdings plc American Depositary Shares
Arm Holdings plc is a leading technology firm that conceptualizes, engineers, and licenses core processing unit (CPU) designs and complementary technologies. These foundational innovations are crucial for semiconductor manufacturers and original equipment manufacturers (OEMs) to develop their own products. The company's diverse portfolio encompasses microprocessors, comprehensive system intellectual property (IP) solutions, graphics processing units (GPUs), physical IP alongside its associated system IPs, various software offerings, development tools, and an array of supplementary services. Its technology underpins a wide spectrum of industries, including the automotive sector, advanced computing infrastructure, consumer electronics, and the burgeoning Internet of Things (IoT) landscape. Established in 1990, Arm Holdings plc maintains its corporate headquarters in Cambridge, United Kingdom. With a significant global footprint, Arm conducts operations across the United States, the People's Republic of China, Taiwan, South Korea, and numerous other international regions. Currently, Arm Holdings plc functions as a subsidiary entity of Kronos II LLC.
🤖 AI Earnings Analysis
ARM beat EPS estimates by 25% and revenue by 1.87%, triggering a 7.4% one-day rally; its 235× P/E leaves little room for execution misses.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-07-29 | Q1 2027 | 0.36 | 0.45 | +25.00% | $1.29B | ✅ Beat | +7.40% | +22.10% | +13.48% |
| 2026-05-06 | Q4 2026 | 0.54 | 0.60 | +11.11% | $1.49B | ✅ Beat | -10.11% | -6.78% | +44.51% |
| 2026-02-04 | Q3 2026 | 0.33 | 0.43 | +30.30% | $1.24B | ✅ Beat | +5.70% | +19.43% | +9.04% |
| 2025-11-05 | Q2 2026 | 0.26 | 0.39 | +50.00% | $1.14B | ✅ Beat | -1.21% | -7.14% | -11.79% |
| 2025-07-30 | Q1 2026 | 0.28 | 0.35 | +25.00% | $1.05B | ✅ Beat | -13.44% | -16.66% | -12.72% |
| 2025-05-07 | Q4 2025 | 0.52 | 0.55 | +5.77% | $1.24B | ✅ Beat | -6.18% | +7.46% | +7.18% |
| 2025-02-05 | Q3 2025 | 0.34 | 0.39 | +14.71% | $983.0M | ✅ Beat | -3.34% | -10.30% | -27.54% |
| 2024-11-06 | Q2 2025 | 0.26 | 0.30 | +15.38% | $844.0M | ✅ Beat | +4.13% | -6.63% | -2.62% |
Showing last 8 quarters.
Revenue by segment & region
By segment
FY2026 · $4.92B total · annual
| Segment | Share | Revenue | YoY | FY2025 | FY2026 |
|---|---|---|---|---|---|
| Royalty | 53.1% | $2.61B | +20.5% | $2.17B | $2.61B |
| License And Other Revenue | 46.9% | $2.31B | +25.4% | $1.84B | $2.31B |
By region
FY2026 · $4.92B total · annual
| Segment | Share | Revenue | YoY | FY2025 | FY2026 |
|---|---|---|---|---|---|
| UNITED STATES | 35.8% | $1.76B | +2.6% | $1.72B | $1.76B |
| CHINA | 17.8% | $874.0M | +16.7% | $749.0M | $874.0M |
| JAPAN | 16.8% | $825.0M | — | — | $825.0M |
| TAIWAN | 14.1% | $695.0M | +10.5% | $629.0M | $695.0M |
| KOREA, REPUBLIC OF | 8.0% | $392.0M | +21.0% | $324.0M | $392.0M |
| Other Countries | 7.6% | $373.0M | -36.7% | $589.0M | $373.0M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.