Monday, 9 November 2026
Silicon Analytica
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Earnings · Quarter

Arm Holdings Q2 FY2027 earnings: revenue, margins and segments

Fiscal Q2 FY2027 (Jul–Sep 2026) · Reported

Summary

Revenue rose 27.1% from a year earlier to $1.4B.

Compared with the previous quarter, revenue rose 11.9%.

Net income fell 45.4% to $130M.

Gross margin was 97.1%, down 0.4 percentage points from a year earlier.

By geography, United States was the largest contributor at 38.5% of revenue.

Built from the stored figures above; Reported values are as filed, Calculated values are Silicon Analytica arithmetic from those filings. Percentages and margins are never converted to US$; ≈US$ amounts are approximate.

Revenue mix, Q2 FY2027

Includes revenue from related parties, as reported.

$53.6of every $100License and other revenue$773M in Q2 FY2027

Total of categories: US$1.4B, reconciles to reported revenue. Different classifications are never added together.

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