Arm Holdings reported record Q4 FY2026 results. Quarterly revenue reached 1.49billion,up201.49billion,up204.92 billion, +23% YoY – third straight year of >20% growth since IPO.

Key highlights:

• Royalty revenue for the year: **2.61B∗∗(record).Q4royalty:2.61B∗∗(record).Q4royalty:671M, driven by smartphones, edge AI, physical AI, and cloud AI. Data center royalty more than doubled YoY.

• Licensing revenue Q4: **819M∗∗(quarterrecord).Full‑yearlicensing:819M∗∗(quarterrecord).Full‑yearlicensing:2.31B.

Arm AGI CPU (launched in March) saw customer demand for FY2027‑28 exceed $2B – double its initial forecast. Meta is lead partner. Hyperscalers now account for over 50% of Arm‑based servers, with 50+ top companies supporting the ecosystem.

CEO Rene Haas: “Agentic AI will reshape data center CPU demand – we expect 4x growth in data center CPU capacity , creating a $100B+ market opportunity by 2030.”

ICgoodFind: Arm’s record Q4 – data center royalty doubles, AGI CPU demand surges. IP leader stays strong.