- 开始
- 2026年5月6日可信度 90%来自来源
Arm Reports Record FY2026: US$1.49 Billion Quarter, US$4.92 Billion Year
On 6 May 2026 Arm reported fourth-quarter revenue of US$1.49 billion and full-year fiscal 2026 revenue of US$4.92 billion, its third straight year of more than 20% growth, and said demand for the AGI CPU already exceeded US$2 billion.
- Arm published its fourth-quarter and fiscal 2026 results on 6 May 2026: Q4 revenue reached US$1.49 billion and full-year revenue US$4.92 billion, the third consecutive year of more than 20% growth since listing[1]
- Full-year royalty revenue hit a record US$2.61 billion, with data centre royalties more than doubling, and Q4 licensing revenue was a record US$819 million[1]
- Customer demand for the Arm AGI CPU exceeded US$2 billion across fiscal 2027 and 2028, more than double the figure at launch, with Cerebras, OpenAI, Positron and Rebellions integrating it[1]
- Commercial AGI CPU systems became orderable from ASRock, Lenovo, Quanta and Supermicro, and Arm said it holds about 50% of CPU compute among top hyperscalers[1]
- Trade press framed the results as a beat on AI demand, with the shift to agentic workloads lifting the outlook[2][3]
参考资料 5可信度 83%总体可信度: 83%该图钉的来源和参考资料对其日期的支持程度。包括来源在内的 5 份资料对图钉开始和结束时间支持程度的加权平均;资料每比最新的一份旧 180 天,权重减半显示所有可信度不低于 75% 的图钉
第一项始终是图钉的来源。总体可信度是各份资料对上方所用开始和结束时间支持程度的加权平均;资料每比最新的一份旧 180 天,权重减半。
- [1]90%newsroom.arm.com/news/arm-q4-fye26-resultsnewsroom.arm.com· 发布于 2026年10月4日· 开始 2026年5月6日 ✓· 占评分 22%
Arm's[5] newsroom post is dated May 6, 2026 ("Today (May 6, 2026), Arm published a letter to its shareholders") and the earnings webcast ran that day.
- [2]78%Arm Holdings Q4 fiscal 2026 earnings beat on AI demand - Yahoo Financefinance.yahoo.com· 添加于 2026年10月4日· 占评分 22%
Press summary of the beat (headline read).[1]
- [3]75%Arm Q4 FY 2026: Agentic CPU Shift Boosts Demand Outlook - Futurumfuturumgroup.com· 添加于 2026年10月4日· 占评分 22%
Analyst note on the results (headline read).[1]
- [4]85%Arm Holdings Form 6-K, shareholder letter Q4 FY26 - SECsec.gov· 添加于 2026年10月4日· 占评分 22%
Filing of the results letter (surfaced by search; SEC blocked my fetch).
- [5]88%Arm Holdings plc reports results for the fourth quarter and fiscal year ended 2026 - Arm Newsroomnewsroom.arm.com· 发表于 2026年5月6日· 占评分 12%
Arm's[1] formal results release.
建议更正
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