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1h agoArm Holdings beats expectations in Q2, guides higher on AI demand

Arm Holdings reported Q2 FY26 revenue of US $1.14 billion (up 34 % YoY) and adjusted earnings of US $0.39 per share, surpassing analyst forecasts of US $1.06 billion and US $0.33 respectively.
The chip‑design firm cited strong demand for its compute‑platform licenses amid rising AI workloads. It also issued Q3 guidance of US $1.23 billion in sales and US $0.41 per share earnings-again above consensus.
The results underpin bullishness on AI infrastructure spending, though execution risks remain amid global supply‑chain complexity and intensifying competition.
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positive
1h agoArm Holdings beats expectations in Q2, guides higher on AI demand

Arm Holdings reported Q2 FY26 revenue of US $1.14 billion (up 34 % YoY) and adjusted earnings of US $0.39 per share, surpassing analyst forecasts of US $1.06 billion and US $0.33 respectively.
The chip‑design firm cited strong demand for its compute‑platform licenses amid rising AI workloads. It also issued Q3 guidance of US $1.23 billion in sales and US $0.41 per share earnings-again above consensus.
The results underpin bullishness on AI infrastructure spending, though execution risks remain amid global supply‑chain complexity and intensifying competition.
Related:
Explore:High Return Equity Mutual Fund
about 2 hours ago
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Arm Holdings beats Q2 expectations and raises Q3 guidance, driven by strong AI demand for its chip‑design platform.
Arm Holdings reported Q2 FY26 revenue of US $1.14 billion (up 34 % YoY) and adjusted earnings of US $0.39 per share, surpassing analyst forecasts of US $1.06 billion and US $0.33 respectively.
The chip‑design firm cited strong demand for its compute‑platform licenses amid rising AI workloads. It also issued Q3 guidance of US $1.23 billion in sales and US $0.41 per share earnings-again above consensus.
The results underpin bullishness on AI infrastructure spending, though execution risks remain amid global supply‑chain complexity and intensifying competition.

Arm Holdings reported Q2 FY26 revenue of US $1.14 billion (up 34 % YoY) and adjusted earnings of US $0.39 per share, surpassing analyst forecasts of US $1.06 billion and US $0.33 respectively.
The chip‑design firm cited strong demand for its compute‑platform licenses amid rising AI workloads. It also issued Q3 guidance of US $1.23 billion in sales and US $0.41 per share earnings-again above consensus.
The results underpin bullishness on AI infrastructure spending, though execution risks remain amid global supply‑chain complexity and intensifying competition.
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Nov 8, 2025 • 22:06 IST