EPA:PERP 8 February 2026

July 3, 2026, 12:05 PM EDT. Arm Holdings said Q4 revenue rose 20% from a year ago to $1.49 billion, as licensing and other revenue climbed 29% to $819 million. The company is seeing licensing drive growth with strong demand for its processor designs for AI, cloud and smartphones. Royalty revenue was up 11% to $671 million, as more customers adopt Armv9 and Arm Compute Subsystems. Unlike rivals NVIDIA and AMD, Arm collects both licensing fees and ongoing royalties, giving the company a mix of upfront and recurring revenue as AI and advanced computing markets grow.