Arm QMar26- Revenue up 20% q/q and 20% y/y to $1.4

2026.05.07 08:17

Arm QMar26

- Revenue up 20% q/q and 20% y/y to $1.49B (ATH); 3rd straight year of 20%+ growth

- AGI CPU demand doubled in 90 days post-announcement to >$2B across FY27-28; FY28 first meaningful revenue year (not FY27); ramps to $15B by FY31 at >30% OPM

- AGI ramp is FY28 2H event; FY27 1H likely shows margin compression before AGI revenue inflects

Source: Sravan Kundojjala

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