"Wall Street expects EPS of 41 cents, up from 39 cents last quarter. Revenue consensus sits at $1.225 billion, with a guidance range of $1.175 billion to $1.275 billion provided by management last quarter. The prediction market on Polymarket shows 89.5% probability that ARM will beat the 41 cents estimate, reflecting strong retail confidence heading into the report. Options traders are pricing in a 9.71% move in either direction following the announcement."
"Revenue hit $1.135 billion, beating estimates by 5.9% and growing 34.5% YOY. Royalty revenue climbed 21% to $620 million while licensing revenue surged 56% to $515 million. CEO Rene Haas highlighted "record royalties reflecting new high in demand for Arm compute platform" and positioned the company as the "compute platform for the AI era." Despite beating estimates, shares fell 6.8% post-announcement, signaling investor concerns about valuation rather than operational performance."
Arm reports FY2026 Q3 results after the Feb. 4 market close with Wall Street forecasting EPS of $0.41 and revenue of about $1.225 billion. Consensus revenue implies roughly 25–34% year-over-year growth, depending on the comparison point. Market indicators show strong retail confidence and implied option volatility around a near 9.7% post-release move. Prior quarter results included $1.135 billion revenue, rising royalties and licensing strength, and CEO comments emphasizing record royalties and positioning as an AI-era compute platform. Shares have tumbled over 36% year-on-year, while recent analyst cuts reflect concerns about royalty assumptions and valuation.
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