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Arm Holdings delivered stronger-than-expected quarterly earnings and revenue, driven by rising demand for artificial intelligence data center chips. However, despite the positive results, Arm stock reversed early gains in after-hours trading after executives revealed supply constraints tied to its new AI-focused processor.
The British semiconductor designer reported fiscal fourth-quarter 2026 adjusted earnings of 60 cents per share on revenue of $1.49 billion, beating Wall Street expectations of 58 cents per share and $1.47 billion in revenue. Arm’s licensing and other revenue climbed 29% year-over-year to $819 million, while royalty revenue increased 11% to $671 million.
Initially, investors reacted positively, sending U.S.-listed Arm shares up as much as 13% in after-hours trading. However, sentiment quickly shifted after management disclosed during the earnings call that the company had only secured supply capacity for the first $1 billion of demand tied to its newly launched Arm AGI CPU. The company said total customer demand for the AI data center chip has now exceeded $2 billion across fiscal 2027 and 2028.
CEO Rene Haas and CFO Jason Child stated that customer interest in the Arm AGI CPU has more than doubled since the product launched in March. Still, executives admitted they are currently working to secure enough manufacturing supply to support the additional demand, raising investor concerns about near-term execution risks.
Arm has become a major player in the global semiconductor industry, supplying chip architecture used by companies including Apple, Qualcomm, Samsung Electronics, and cloud giants such as Amazon Web Services, Microsoft, Alphabet, and Meta Platforms.
The company also forecast fiscal first-quarter 2027 revenue of approximately $1.26 billion, slightly ahead of analyst estimates. Arm executives emphasized that AI inference workloads and agentic AI applications are rapidly increasing demand for CPU server chips, positioning Arm to benefit from the next phase of AI infrastructure growth.
Management reiterated its long-term goal of building a $15 billion AI data center business, predicting that data centers will soon become Arm’s largest revenue segment.
