Arm Holdings stock weighs AGI CPU orders against royalty pressure
Published on 11/06/2026 at 16:43 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSWhy Arm's AI pipeline matters
- Arm reported record fiscal second-quarter revenue as licensing and data-center demand strengthened.
- Purchase orders for the Arm AGI CPU extend through calendar 2027, with first commercial deliveries targeted for fiscal fourth-quarter 2027.
- Data-center royalties doubled year over year, helping offset softer near-term royalty growth in other markets.
Arm reported a record fiscal second quarter on November 4, with new order visibility giving investors more detail on the company's push into AI infrastructure. The Arm Newsroom said revenue rose 27 percent year over year to 1.44 billion US dollars for the quarter ended September 30, 2026.
AI orders extend into 2027
Arm said purchase orders for its AGI CPU have been secured from multiple customers through calendar 2027. First commercial deliveries remain on track for the fourth quarter of fiscal 2027, while management's confidence in generating up to 2 billion US dollars of AGI CPU revenue across fiscal 2027 and 2028 has increased.
The company is expanding beyond its traditional intellectual-property model by supplying Arm-designed silicon directly to customers. Oracle Cloud Infrastructure plans to offer AGI CPU instances in 2027, adding a cloud distribution channel to the emerging product.
Data centers offset royalty pressure
Licensing and other revenue increased 50 percent to 773 million US dollars, while royalty revenue rose 8 percent to 670 million US dollars. Data-center royalties doubled year over year, and physical-AI royalty revenue grew 50 percent as automotive and in-vehicle systems adopted more Arm technology.
Arm Holdings stock traded at 154.10 euros on Lang & Schwarz at 16:34 CET on Friday, November 6, 2026; the real-time quote of Arm Holdings stock is available here.
Arm Holdings plc
- ISIN: US0420682058
- Ticker: ARM
- Primary exchange: Nasdaq
- Lang & Schwarz quote: 154.10 euros on Friday, November 6, 2026, at 16:34 CET
- Fiscal quarter: Second quarter of fiscal 2027, ended September 30, 2026
The S&P 500 provides the broader US equity-market backdrop for semiconductor investors: current market coverage.
