Arm | Q1 2026: Strong revenue growth and record licensing revenue

Arm started the new fiscal year in very good shape and confirmed its position as one of the key technology platforms of today. The company is benefiting from the massive growth of artificial intelligence and the expanding deployment of its chip architectures in data centers, automobiles and consumer electronics. Interest in the company's technology is growing across all segments and is reflected in the rapidly increasing number of licenses and record levels of fees collected.

For investors, $ARMis increasingly emblematic of a long-term story: from a purely mobile architecture, it is becoming a universal platform that is at the birth of new generations of chips and data solutions. A key theme is the ability to deliver not only performance but also energy efficiency, which is crucial in the AI era. The quarterly results clearly confirm this trend and reinforce the market's confidence in future growth.

How was the last quarter?

Arm reported revenue of $1.05 billion for the first quarter of…