Arm Holdings, US0420682058

Arm Holdings stock faces fiscal Q2 results after market close

Published on 11/04/2026 at 12:49 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Arm Holdings stock heads into a closely watched fiscal second-quarter report after the U.S. market close. Data-center demand is central.

Arm's Earnings Test Comes Into Focus

Arm will publish fiscal second-quarter results after the U.S. market closes on Wednesday, November 4, 2026.
Revenue guidance stands at USD 1.38 billion, while analysts expect non-GAAP earnings per share of USD 0.48.
Investors are watching data-center royalties, smartphone demand, operating costs and customer interest in Arm's AGI CPU.

Arm Holdings, US0420682058, Illustration mit AI erstellt.

Arm Holdings will release its fiscal second-quarter 2027 results after the U.S. market closes on Wednesday, November 4, 2026. The company announced the timing in its Arm Newsroom on October 5 and scheduled an earnings call for 5:00 p.m. Eastern Time.

The real-time quote of Arm Holdings stock was 184.40 euros on Lang & Schwarz at 12:41 CET on Wednesday, November 4, 2026.

Guidance Sets The Immediate Benchmark

Arm has guided for fiscal second-quarter revenue of USD 1.38 billion, with a range of plus or minus USD 50 million, and non-GAAP earnings per share of USD 0.47, with a range of plus or minus USD 0.04. TokenPost reported on November 3 that analysts expect revenue at the midpoint of that range and non-GAAP earnings per share of USD 0.48.

The earnings release will therefore be measured against a target that is already embedded in market expectations. A revenue result at the midpoint would confirm the company’s near-term plan, while the margin and outlook commentary could shape how investors assess the next phase of growth.

AI Demand Meets Smartphone Pressure

According to TokenPost, data-center royalties were more than twice their year-earlier level in Arm’s fiscal first quarter. The company’s non-GAAP operating margin reached 41.2 percent, compared with 39.1 percent a year earlier, while second-quarter operating expenses were set at about USD 780 million.

Arm has also cited more than USD 2 billion in customer demand for its AGI CPU across fiscal 2027 and fiscal 2028. That figure refers to demand for the chip rather than shipments or revenue, making the company’s explanation of conversion, production and timing important for the longer-term case.

The report arrives as investors balance expanding AI and data-center opportunities against pressure in the smartphone market. The key signals are likely to be royalty momentum, licensing activity, spending discipline and the outlook beyond the September quarter.

The broader U.S. equity market remains the relevant backdrop for this Nasdaq-listed company. Current S&P 500 market coverage provides the wider market context.

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