Arm Holdings Reports Higher Revenue but Lower Profit in Q3 2026

Arm Holdings released its third-quarter results for fiscal year 2026, ending December 31, 2025. The company reported revenue of $1.23 billion, marking a 25.7% increase compared to the same period last year.

The revenue growth was driven by strong demand for Arm's chip designs, especially those used in artificial intelligence applications across data centers and smartphones.

Despite higher sales, Arm's profit for the quarter declined compared to the previous year. The company did not provide specific reasons for the profit decline in the available reports.

Looking ahead, Arm forecasts its revenue for the next quarter to be above Wall Street estimates, supported by continued interest in energy-efficient chips for AI.

The articles state that profit declined despite higher revenue, but do not specify the reasons. Possible causes can include higher costs or investments, but no details were given.

Revenue growth was mainly driven by increased demand for Arm's chip designs used in artificial intelligence applications.

Arm forecasts its revenue next quarter to be above Wall Street expectations due to strong demand for its chips.

24/7 Wall Street

Arm Holdings reports FY2026 Q3 earnings today, Feb. 4, after market close. Wall Street expects earnings of 41 cents per share, representing a 5.1% year-over-year (YOY) increase, on revenue of $1.23 billion, representing 25.7% YOY growth.

Benzinga

Arm Holdings plc (NASDAQ: ARM) will release earnings results for its third quarter, after the closing bell on Wednesday, Feb. 4.

Reuters

Arm Holdings , forecast fourth-quarter revenue above Wall Street estimates on Wednesday, driven by demand for its energy-efficient chip designs used in artificial intelligence applications from data centers to smartphones.

Business Wire

CAMBRIDGE, England--(BUSINESS WIRE)--Arm Holdings plc (NASDAQ: ARM), the company that is building the future of computing, has today published a letter to its shareholders containing the company's results for its third quarter of fiscal year 2026, which ended Dec. 31, 2025. The letter is available o...

WSJ

The British semiconductor company logged lower profit in its latest quarter despite a rise in sales due to increased demand for its chips in artificial intelligence data centers.

Benzinga

Technology giant Qualcomm Inc (NASDAQ: QCOM) reported first-quarter financial results on Wednesday after market close.

Investors Business Daily

Chip design firm Arm topped consensus estimates for its fiscal third quarter and with its outlook. But Arm stock fell.

Market Watch

Arm says memory shortages could impact its business, but to a small degree.

Seeking Alpha

Arm Holdings plc (ARM) Q3 2026 Earnings Call Transcript

CNBC

Arm shares slid after hours after licensing revenue narrowly missed estimates. AI demand lifted total revenue to a quarterly record, beating forecasts.

Schwab Network

Arm Holdings (ARM) issued a light beat in earnings, but as Diane King Hall points out, the Street took issue with its licensing revenue. The stock didn't sell off as much as Estée Lauder (EL) following its earnings, which contrasted Tapestry's (TPR) rally off its report.

The Motley Fool

Arm topped estimates on the top and bottom lines in its Q3 earnings report. The company warned that smartphone royalty growth could slow next year.

Zacks Investment Research

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Zacks Investment Research

FLEX tops Q3 FY26 earnings and revenue estimates on strong AI-driven demand and raised full-year guidance, yet shares slid as investor concerns resurfaced.

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