Arm Holdings' royalty revenue grew 22% year-over-year to $715 million in its fiscal first quarter of 2027, as data-center royalties more than doubled
Arm Holdings reported that its royalty revenue increased by 22% year-over-year to $715 million in the fiscal first quarter of 2027, which ended June 30, 2026. This growth was driven by the adoption of Arm technology with higher royalty rates per chip and increased deployment of Arm-based chips in data centers, where data center royalties more than doubled.
Verified 2026-09-17
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Arm earns a fee on every chip using its designs, and data-centre chips are now a growing part of that stream.
More on Hardware
- AMD's Data Center segment, which sells Instinct GPUs and EPYC server processors, more than doubled revenue year-over-year in the quarter to 28 June 2026, reaching $6.7 billion, up 107% year-over-year
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- Arista Networks, whose switches carry AI training and inference traffic inside hyperscaler data centres, reported total revenue for the quarter to 30 June 2026 of $3.036 billion, its first quarter above $3 billion and up 37.7% year-over-year
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