Market Incident

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AI compiled from Infoway · 4 analyzed stories

ARM Holdings PLC reports results for the quarter ended September 30 - Earnings Summary

ARM Holdings reported adjusted earnings of 52 cents per share for the quarter ended September 30, up from 39 cents a year earlier and above analysts’ 47-cent expectation. Revenue rose 27.1% to $1.44 billion, exceeding the expected $1.38 billion. The company also reported net income of $130 million.

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Updated:

What happened

Arm reported fiscal second-quarter results for the quarter ended September 30, 2026. Adjusted earnings were 52 cents per share and revenue was $1.44 billion, both above analyst expectations. Revenue rose 27% from a year earlier. Arm also reported net income of $130 million, while its shares fell 1.8% in extended trading.

Global impact / market context

The report showed stronger results than analysts expected, but Arm shares still fell after the news. This means the positive figures did not prevent an immediate decline. The supplied facts do not explain why shares fell.

What to watch

  1. Check the shareholder letter for its full results and guidance; the supplied reports do not all include the same details.
  2. Check Arm’s scheduled Nov. 4 webcast for its discussion of the results; it may provide more context about the report.
  3. Check whether the reported 1.8% extended-trading decline continues or reverses; this shows whether the initial share reaction persists.

Affected assets

  • Arm Holdings plc

Evidence