Arm Holdings
ARMQ3 2025(ARM Q1 FY2026)Estimated16% AI
AI Revenue %
16%
AI Fair Value
$13.2B
AI Revenue (Q)
$186.8M
Total Revenue (Q)
$1.2B
Source: SEC EDGAR 6-K Filing
Browse 6-K filings on SEC.govAnalysis
Arm reported $1,053M total revenue (License $468M + Royalty $585M) for Q1 FY2026 (Apr-Jun 2025). Royalty revenue of $585M up 25% YoY, driven by Armv9 adoption in data center and mobile AI chips. The company states it 'operates as a single operating segment' with no AI-specific breakdown. AI-relevant revenue: (1) data center/cloud Neoverse royalties est. ~$82M (Graviton4, Grace, Cobalt, Google Axion all shipping), (2) AI-specific licensing est. ~$38M, (3) mobile AI inference royalties est. ~$28M (on-device generative AI features driving higher-value chip designs), (4) automotive/edge AI est. ~$10M, (5) CSS for AI workloads est. ~$10M. Total ~$168M / $1,053M = ~16.0%. Royalty growth acceleration reflects both AI workload expansion and Armv9 premium pricing.
Analyzed by claude-opus-4-6
Quoted Figures
License and Other Revenue $468M, Royalty Revenue $585M, Total $1,053M
6-K filed 2025-06-30, Segment Information table
The Company operates as a single operating segment. The Company's chief operating decision maker (CODM) is its Chief Executive Officer.
6-K filed 2025-06-30, Segment Information note
AI Products Identified (Ring 1)
Neoverse V3/N3Arm Total AccessEthos NPUArmv9 CSSKleidiAI
AI-Enabled Items (Ring 2 — Not Counted)
These items use AI but are not counted in the AI revenue estimate because they primarily serve non-AI functions.
Mobile CPU IPIoT/embeddedAutomotiveNetworkingPC/laptop (Windows on Arm)
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix