Arm Holdings Reports Q2 2027 Record Revenue Driven by Data Center and AGI Demand
Arm Holdings (ARM) reported strong second-quarter fiscal 2027 results, with total revenue reaching $1.443 billion, a 27% increase year-over-year. Growth was primarily fueled by a 50% surge in license and other revenue, driven by record demand for the Arm Compute Platform, and doubling data center royalty revenue as hyperscalers expand their use of Arm architecture. The company is seeing significant momentum in high-value segments, with its market share among hyperscalers projected to exceed 60% by the end of 2026. While management noted that rising memory prices are pressuring mid-to-low tier smartphone sales, the transition toward Armv9 technology and increased core counts is driving higher royalty rates per chip.
Tickers: $ARM
Topics: chip shipments data center market share licensing revenue revenue growth royalty revenue