Key takeaways
- Arm reports second-quarter fiscal 2027 results on Wednesday, November 4, 2026, after the market closes.
- The conference call starts at 2:00 p.m. Pacific time, with a live webcast and a replay kept for four weeks.
- In the previous quarter, ended June 30, Arm reported revenue of $1.29 billion, up 22%, and data center royalties that more than doubled.
The Arm earnings date is Wednesday, November 4, 2026. Arm Holdings plc will report results for the second quarter of its fiscal year 2027 after the U.S. market closes, according to Arm's announcement of the date, published on October 5.
A call to review the results and the outlook follows at 2:00 p.m. Pacific time, which is 5:00 p.m. Eastern and 10:00 p.m. GMT. The date matters because Arm is now a bellwether for AI hardware: its chip designs sit inside phones, cloud servers and, increasingly, AI data center systems.
When and how to watch Arm's results
| Item | Detail |
|---|---|
| Company | Arm Holdings plc (Nasdaq: ARM) |
| Period | Second quarter of fiscal year 2027 |
| Results released | Wednesday, November 4, 2026, after market close |
| Conference call | 2:00 p.m. PT / 5:00 p.m. ET / 10:00 p.m. GMT |
| Webcast | Live audio on the event webcast page |
| Replay | On investors.arm.com, kept for four weeks |
Arm's fiscal year does not match the calendar year. Results labeled fiscal 2027 are the ones being reported now, in late 2026. Older search results for "fiscal Q2 2026" point to the report Arm published a year earlier, on November 5, 2025.
What Arm reported last time
Arm's first-quarter results for fiscal 2027 came out on July 29, 2026. They cover the quarter ended June 30.
- Total revenue was $1.29 billion, up 22% from a year earlier.
- Royalty revenue, the fee Arm earns on each chip that uses its designs, was $715 million, up 22%.
- Licensing revenue, the upfront fees for the right to use those designs, was $574 million, up 23%.
- Non-GAAP operating income was $531 million, a 41.2% margin. GAAP operating income was $91 million, a 7.1% margin.
Arm said data center royalties more than doubled from a year earlier. It also said demand for its Arm AGI CPU, which launched in March 2026, exceeds $2 billion across fiscal 2027 and fiscal 2028, and that its Neoverse server designs have passed 1.5 billion shipped cores.
What to look for on November 4
Arm's own numbers will tell more than the headline revenue figure. The company gives its outlook in the shareholder letter that comes with each release, so the letter is where the guidance for the next quarter will be. Three things are worth checking against the July report:
- Whether royalty revenue keeps growing at around the 22% pace, and how much of it comes from data center chips.
- Whether Arm says more about the AGI CPU, such as new customers or shipments.
- The split between royalty and licensing revenue, since licensing revenue can swing from quarter to quarter.
This article reports the schedule and the company's published figures. It does not predict the results or how the stock will react. The full releases are on Arm's quarterly results page.
Frequently asked questions
What time does Arm report earnings?
Arm releases results after the U.S. market closes on November 4, 2026. The call to review them starts at 2:00 p.m. Pacific, 5:00 p.m. Eastern.
Where can I watch the Arm earnings call?
Arm hosts a live audio webcast, linked from its announcement. A replay goes up on investors.arm.com shortly after the call and stays for four weeks.
Which quarter is Arm reporting on November 4?
The second quarter of fiscal year 2027. Arm's fiscal year differs from the calendar year, and the first quarter of fiscal 2027 ended June 30, 2026.
What did Arm report in its last earnings release?
On July 29, 2026, Arm reported first-quarter revenue of $1.29 billion, up 22%, with royalty revenue of $715 million and licensing revenue of $574 million.