Arm (NASDAQ: ARM) published a letter to its shareholders containing results for the second quarter of fiscal year 2026 ended September 30, 2025. The infographic below offers the key highlights.

Here are what the results mean and how they were achieved:Surpassing $1 billion for the third consecutive quarter, as Arm reported second-quarter revenue of $1.14 billion, up 34% year-over-year. Revenue was above the high end of guidance, and non-GAAP EPS finished above the high end.
Royalty revenue rose 21% year-over-year to $620 million, driven by the continued adoption of Arm technology with higher royalty rates per chip, such as Armv9 and Arm Compute Subsystems (CSS), and increased usage of Arm-based chips in data centers.
Three new Arm CSS licenses signed in the quarter, one each in smartphones, tablet, and data centers, bringing the total to 19 licenses with 11 companies, with five customers already shipping CSS-based chips. Samsung will also leverage CSS for its Exynos family of chipsets, which means the top four Android phone vendors are now shipping CSS-powered devices.
  • In Q2, Arm launched the Lumex CSS platform, our most advanced smartphone platform to date, delivering up to 5x faster AI performance on a new generation of Arm C1 CPUs with Arm Scalable Matrix Extension 2 (SME2) and up to 3x the energy savings, alongside up to 2x AI and graphics performance through the integration with the new Arm Mali G1-Ultra GPU compared to the prior generations. The ecosystem is already embracing Lumex, with leading applications, such as Alipay, Gmail, and YouTube, accelerating on-device inference and real-time personalization, and partners, such as MediaTek, designing Lumex configurations into its next-generation chips for new flagship smartphones from Oppo and vivo.


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