NewsSignals AI analysis·WallstreetCN·Nov 4, 2026

Arm Q2 EPS Beats Estimates by 11% as Revenue Hits $1.44B

Grade Abullish AI signal$ARMSTOCK

Arm Holdings reported second-quarter revenue of $1.44 billion, above the $1.38 billion analyst expectation, while adjusted EPS was $0.52 versus $0.47 expected. Adjusted net income reached $566 million, compared with $514.2 million expected, and adjusted operating profit was $638 million versus $575.7 million expected. Licensing and other revenue totaled $773 million, above the $668.3 million expectation. Royalty revenue was also $773 million, compared with $707.4 million expected. Arm reported annualized contract value of $1.79 billion, slightly below the $1.80 billion expectation. Adjusted gross margin was 97.9%, versus 98% expected, while operating expenses were about $825 million, compared with $823.6 million expected. For the third quarter, Arm guided revenue to $1.49 billion-$1.59 billion, with analysts expecting $1.53 billion.

Bullish strength: 70/100

Q2 EPS $0.52, 11% above expectations
Revenue of $1.44 billion, exceeding analyst expectations

Bearish strength: 30/100

Annualized contract value slightly below market expectations
Midpoint of Q3 revenue guidance close to market expectations

This is automated NewsSignals analysis of third-party reporting, not independent original reporting or investment advice. AI scores are not price predictions.

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