Arm Holdings (ARM) Jumps 5.7% as Revenues Break Records

Core Insights - Arm Holdings PLC (NASDAQ:ARM) experienced a significant share price increase of 5.70% to close at $110.88, driven by record-breaking revenues in Q3 FY2026 [1][7]. Financial Performance - Revenues surged by 26% to $1.2 billion from $983 million year-on-year, primarily due to a 27% increase in royalty revenues linked to AI, data centers, smartphones, and edge AI [2]. - Licensing revenues also rose by 25% year-on-year, contributing to the overall revenue growth [2]. - The third quarter marked the fourth consecutive quarter with revenues exceeding $1 billion [3]. - Net income decreased by 12% to $223 million from $252 million [3]. - For Q4 FY2026, revenue targets are set at a midpoint of $1.47 billion, with a potential variance of $50 million, indicating an expected growth of 18.5% compared to $1.24 billion in the same quarter last year [3]. Company Overview - Arm Holdings PLC is a British semiconductor and software design company focused on creating, developing, and licensing energy-efficient CPU cores and related technology [4].