Arm IP licensing
Licensing revenue grew 23% in the June quarter, and its quarterly total moves with the timing of large deals.
The numbers
What it is
Chipmakers license Arm's CPU architecture and chip designs and pay upfront fees, plus engineering revenue.↗ source
Why it matters to the stock. This is the upfront cash line. Because it depends on deal timing, a single quarter can mislead.
News
Qualcomm's breach-of-license suit against Arm is scheduled for trial on October 5 in Delaware
Qualcomm's 10-Q for the period ended June 28, 2026 says its lawsuit against Arm Holdings, filed in the U.S.
Arm posts record fiscal first-quarter revenue of $1.29 billion, up 22%
Arm reported record first-quarter revenue of $1.29 billion, up 22% from a year earlier, for the quarter ended June 30, 2026.
Arm guides fiscal Q1 2027 revenue to $1.26 billion and EPS to $0.40
Arm forecast revenue of about $1.26 billion for the quarter ending June 30, 2026, plus or minus $50 million, and non-GAAP EPS of $0.40, plus or minus $0.04.
Arm posts record $1.24 billion quarter; royalties rise 27% to $737 million
Arm reported revenue of $1.242 billion for the quarter ended December 31, 2025, up 26% from a year earlier, its fourth straight quarter above $1 billion.