Arm has announced record-breaking quarterly and full-year results, with $1.49billion Q4 FYE26 revenue and full-year revenue of $4.92bn.
Arm delivered record full-year royalty revenue of $2.61bn alongside Q4 FYE26 revenue at $671m, driven by growth across smartphones, Edge AI, physical AI and cloud AI, where data centre royalties more than doubled year-over-year.
Arm CEO Rene Haas at the launch of the new Arm AGI CPU. Picture: Arm
Q4 FYE26 revenue for licensing reached a record $819m, with yearly revenue at $2.31bn.
During this period Arm also introduced the Arm AGI CPU, its first production silicon product purpose-built for agentic AI, which puts Arm at the center of the AI infrastructure that will define the next decade of computing. The Arm AGI CPU, as reported here, was developed with Meta as the lead partner and co-developer, “in response to a clear customer need for a faster, more integrated way to deploy the Arm platform at data center scale”.
The launch of the Arm AGI CPU marks a new chapter for the company: expanding the Arm compute platform into production silicon. Precisely where this leads Arm’s future strategy is still emerging, but customers can now consume the Arm compute platform using IP, Compute Subsystems, and silicon, all while maintaining a common architecture and software ecosystem.
The response has been super-enthusiastic: more than 50 leading companies have supported the expansion of the Arm compute platform into silicon, including AWS, Broadcom, Google Cloud, Marvell, Microsoft, Micron, NVIDIA, Oracle, Samsung, SK Hynix, and TSMC.
The new Arm AGI CPU. Picture: Arm
Commenting, Rene Haas, CEO, Arm, said: “Arm delivered a third consecutive year of more than 20 per cent revenue growth, driven by strong demand for the Arm compute platform.
“As AI becomes more agentic, demand for Arm AGI CPU, Arm’s first data center chip, has exceeded expectations, reinforcing Arm as the compute platform for the AI era.”
Today (13 May) Arm’s Nasdaq share price is outperforming the martket, and is trading higher by 5.05 per cent on Wednesday as chip stocks catch a bid: in early February Arm shares were worth $106, and are now worth $220.