Summary
Arm Holdings Plc ADR Misses
Arm Holdings Plc ADR (ARM) reported 2nd Quarter September 2025 earnings of $0.34 per share on revenue of $1.1 billion. The consensus earnings estimate was $0.33 per share on revenue of $1.1 billion. The Earnings Whisper number was $0.37 per share. Revenue grew 34.5% on a year-over-year basis.
The company said in its shareholders letter it expects third quarter non-GAAP earnings of $0.37 to $0.45 per share on revenue of $1.175 billion to $1.275 billion. The current consensus earnings estimate is $0.36 per share on revenue of $1.11 billion for the quarter ending December 31, 2025.
Arm technology is building the future of computing.
Results
Reported Earnings
$0.34
Earnings Whisper
$0.37
Consensus Estimate
$0.33
Reported Revenue
$1.14 Bil
Revenue Estimate
$1.07 Bil
Growth
Earnings Growth
Revenue Growth
Earnings Release
Arm Holdings plc Reports Results for the Second Quarter of the Fiscal Year Ending 2026
CAMBRIDGE, England--(BUSINESS WIRE)--Arm Holdings plc (NASDAQ: ARM), the company that is building the future of computing, has today published a letter to its shareholders containing the company’s results for its second quarter of fiscal year 2026, which ended Sept. 30, 2025. The letter is available on its investor relations website (https://investors.arm.com/financials/quarterly-annual-results). The shareholder letter will also be furnished to the Securities and Exchange Commission (SEC) on a Form 6-K and will be available on the SEC website at http://www.sec.gov.
Arm will host an audio webcast to discuss its results at 14:00 PT / 17:00 ET / 22:00 GMT today, Nov. 5. The live webcast will be available at https://edge.media-server.com/mmc/p/ujw5pboy/ and a replay will be at https://investors.arm.com/financials/quarterly-annual-results.
About Arm
Arm is the industry’s highest-performing and most power-efficient compute platform with unmatched scale that touches 100 percent of the connected global population. To meet the insatiable demand for compute, Arm is delivering advanced solutions that allow the world’s leading technology companies to unleash the unprecedented experiences and capabilities of AI. Together with the world’s largest computing ecosystem and 22 million software developers, we are building the future of AI on Arm.
All information is provided “as is” and without warranty or representation. This document may be shared freely, attributed and unmodified. Arm is a registered trademark of Arm Limited (or its subsidiaries or affiliates). All brands or product names are the property of their respective holders. © 1995-2025 Arm Limited.

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Media
Kristen Ray
Kristen.Ray@arm.com
Investors
Arm Investor Relations
Investor.Relations@arm.com
Source: Arm Holdings plc