Earnings call briefFiscal second-quarter 2027
Arm says confidence in up to $2 billion of AGI CPU revenue has increased
Arm said it expects fiscal third-quarter revenue of $1.54 billion, plus or minus $50 million, and non-GAAP EPS of $0.56, plus or minus $0.04.
GetSignal Arm Holdings ARM
Arm said on its fiscal second-quarter call that it has increased its confidence in achieving up to $2 billion of Arm AGI CPU revenue across fiscal 2027 and 2028, up from more than $1 billion it cited last quarter.
Arm said it expects gross margin on the first version of the chip to be in the high 30%s to low 40% range.
Quotes from the call
“Our confidence in achieving up to $2 billion of revenue in Arm AGI CPU across fiscal 2027 and 2028 has increased over the last 90 days, supported by additional supply and customer mix.”
Key facts from the call
- Fiscal third-quarter revenue outlook
- $1.54 billion, plus or minus $50 million
- Fiscal third-quarter non-GAAP EPS outlook
- $0.56, plus or minus $0.04
- Fiscal third-quarter non-GAAP operating expense outlook
- approximately $825 million
Source: Arm's fiscal second-quarter 2027 earnings call, November 4, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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