Arm Holdings Posts Record Q2 Revenue as AI Demand Fuels Growth
Arm Holdings plc delivered a standout performance in Q2 2026, with revenue surging 34% year-over-year to $1.14 billion. The chip designer's royalty and licensing segments grew 21% and 56% respectively, driven by accelerating adoption of its energy-efficient architecture in AI and data center applications.
A strategic partnership with Meta underscores Arm's expanding influence in AI infrastructure. The collaboration aims to optimize efficiency using Arm's low-power compute designs, positioning the company at the forefront of the industry's power-conscious evolution.
Investors responded positively to the results, sending shares up 5.5% in pre-market trading. The strong earnings beat and maintained outlook suggest sustained momentum as Arm's technology becomes increasingly integral to high-performance computing ecosystems.
