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Arm (ARM) investor relations material
Arm Arm Everywhere: Investor Session summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Arm Everywhere: Investor Session summary24 Mar, 2026
Keynote and Agenda Overview
Leadership introduced the event, emphasizing a pivotal moment and outlining sessions on Edge AI, Physical AI, Cloud AI, software, and financials.
Forward-looking Statements and Financial Measures
Presentation includes forward-looking statements on TAM, revenue, product mix, and growth drivers, with risks and uncertainties highlighted.
Non-GAAP financial measures such as operating margin and EPS are used for internal decision-making and investor comparison.
Market Opportunity and Growth Engines
Three AI growth engines—Edge AI, Cloud AI, and Physical AI—each leverage a unified compute platform and software ecosystem.
Total addressable market projected to grow from $415B in FYE26 to over $1.5T in FYE31, with Cloud AI as the fastest-growing segment.
AGI CPU gross profit vs royalty model impact
Royalty rate uplift from CSS and Armv9 shift
Percentage of FYE31 royalties under contract
Financial rationale for Arm AGI CPU transition
Drivers for the $200B Physical AI TAM by 2031
Impact of V9 and CSS on royalty rate growth
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Latest events from Arm
- AGI CPU delivers 2x efficiency over x86, targeting a $100B+ AI data center market.ARM
Arm Everywhere: Keynote24 Mar 2026 - Q3 revenue up 26% YoY, driven by Armv9, AI, and data center growth; margins remain strong.ARMQ3 20264 Feb 2026
- Revenue up 39% to $939m, led by Armv9, AI, and licensing, with robust outlook ahead.ARMQ1 20252 Feb 2026
- Q2 revenue hit $844M, up 5%, with 23% royalty growth and strong Armv9 adoption.ARMQ2 202516 Jan 2026
- Revenue up 19% to $983M, strong royalty growth, and raised FY2025 guidance.ARMQ3 20259 Jan 2026
- Revenue up 34%, net income more than doubled, driven by strong licensing and royalty growth.ARMQ2 202610 Dec 2025
- Revenue up 12% to $1.053B; royalty revenue rose 25% and Neoverse CPUs near 50% hyperscaler share.ARMQ1 202610 Dec 2025
- AI-driven growth, R&D investment, and ecosystem expansion fuel rising revenue and market share.ARMInvestor Update2 Dec 2025
- FY25 results to meet expectations; FY26 outlook slightly improved with ongoing cost savings.ARMTrading Update27 Nov 2025
Next Arm earnings date
Q4 20266 May, 2026
Arm
Next Arm earnings date
Q4 20266 May, 2026
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