Arm Holdings Statistics 2026
By Axis Intelligence Research
Co-author: Mia Scarlett | Last updated: October 24, 2026 | License: CC BY 4.0
Arm Holdings Statistics 2026
Arm Holdings generated $4.92 billion of revenue in fiscal 2026, but Axis Intelligence Research finds that 30.5% of it ($1.499 billion) came from related parties — Arm China and entities under SoftBank’s common control — up from 20.5% a year earlier. Strip those out and Arm’s revenue grew 7.4%, not 23%.
Quick Answer
Arm Holdings reported fiscal 2026 revenue of $4,920 million, up 23%, with royalties of $2,613 million and license and other revenue of $2,307 million, per its Q4 FYE26 shareholder letter. The latest quarter (Q1 FYE27, ended June 30, 2026) brought $1,289 million, up 22%. Axis Intelligence Research’s Arm’s-Length Revenue Ratio (ALRR) — the share of revenue from customers that are not related parties — fell to 69.5% in fiscal 2026 from 79.5%, per our calculation from Arm’s Form 20-F.
Key Findings
- Axis Intelligence Research finds that related parties supplied 74.0% of Arm’s fiscal 2026 revenue growth: $676 million of the $913 million increase, per Arm’s Form 20-F revenue disaggregation.
- Arm’s license and other revenue from non-related customers fell 8.7% to $1,298 million in fiscal 2026, while related-party license revenue rose 141.4% to $1,009 million, an Axis Intelligence Research calculation from the 20-F.
- Arm’s royalty engine grew on its own: non-related-party royalty revenue rose 20.4% to $2,123 million in fiscal 2026, and the royalty ALRR held at 81.2%, per Axis Intelligence Research.
- Revenue booked in Japan, where SoftBank is headquartered, rose to $825 million in fiscal 2026 from $296 million, an increase of 178.7%, per Arm’s 20-F geographic table.
- Estimates of Arm’s data center share range from 13.6% of server CPU shipments (Mercury Research, Q2 2026) to about 50% of CPU compute at top hyperscalers (Arm, March 2026) — a 36.4-point spread that Axis Intelligence Research traces to four different denominators.
How Much Revenue Does Arm Make?
Arm Holdings made $4,920 million in fiscal 2026 (year ended March 31, 2026) and $1,289 million in Q1 FYE27, the quarter ended June 30, 2026. Arm’s fiscal year runs April to March, so “fiscal 2027” is the year ending March 31, 2027. The company has guided Q2 FYE27 revenue to $1.38 billion, plus or minus $50 million, per its Q1 FYE27 shareholder letter. At the midpoint, that implies 21.6% growth over the $1,135 million reported a year earlier.
Arm Quarterly Revenue, Q1 FYE25 to Q1 FYE27
| Quarter (end date) | Total revenue ($M) | Royalty ($M) | License and other ($M) | Source |
|---|---|---|---|---|
| Q1 FYE25 (Jun 30, 2024) | 939 | 467 | 472 | Arm Q1 FYE25 shareholder letter (SEC 6-K) |
| Q2 FYE25 (Sep 30, 2024) | 844 | 514 | 330 | Derived from Arm FY2025 annual totals, Form 20-F |
| Q3 FYE25 (Dec 31, 2024) | 983 | 580 | 403 | Arm Q3 FYE26 shareholder letter (SEC 6-K) |
| Q4 FYE25 (Mar 31, 2025) | 1,241 | 607 | 634 | Arm Q4 FYE25 shareholder letter (SEC 6-K) |
| Q1 FYE26 (Jun 30, 2025) | 1,053 | 585 | 468 | Arm Q1 FYE27 shareholder letter (SEC 6-K) |
| Q2 FYE26 (Sep 30, 2025) | 1,135 | 620 | 515 | Arm newsroom (royalty); total and license derived from FY2026 Form 20-F |
| Q3 FYE26 (Dec 31, 2025) | 1,242 | 737 | 505 | Arm Q3 FYE26 shareholder letter (SEC 6-K) |
| Q4 FYE26 (Mar 31, 2026) | 1,490 | 671 | 819 | Arm Q4 FYE26 shareholder letter (SEC 6-K) |
| Q1 FYE27 (Jun 30, 2026) | 1,289 | 715 | 574 | Arm Q1 FYE27 shareholder letter (SEC 6-K) |
Arm Annual Revenue, Fiscal 2024 to Fiscal 2026
| Fiscal year (ends Mar 31) | Total revenue ($M) | Royalty ($M) | License and other ($M) | Source |
|---|---|---|---|---|
| FY2024 | 3,233 | 1,802 | 1,431 | Arm Form 20-F FY2026, revenue disaggregation |
| FY2025 | 4,007 | 2,168 | 1,839 | Arm Form 20-F FY2026, revenue disaggregation |
| FY2026 | 4,920 | 2,613 | 2,307 | Arm Form 20-F FY2026, revenue disaggregation |
Mia Scarlett, Business: The quarterly line looks smooth until you look at license revenue on its own. It went from $819 million in Q4 FYE26 to $574 million one quarter later. That is not a demand collapse; it is how big architecture deals get recognized — in lumps, at signing or over a contract’s life. Royalties are the number to watch for the run rate, and royalties have now printed above $580 million for six straight quarters.
How Much of Arm’s Revenue Comes From Royalties vs Licensing?
Royalties made up 55.5% of Arm’s revenue in Q1 FYE27 ($715 million of $1,289 million) and 53.1% across fiscal 2026 ($2,613 million of $4,920 million). A royalty is the per-chip fee a licensee pays Arm on every chip it ships that contains Arm technology; license fees are paid up front or over time for the right to use the designs. Arm says royalty growth comes from a richer mix of chips carrying higher royalty rates per chip, specifically its Armv9 architecture and Arm Compute Subsystems (CSS) — pre-integrated, pre-verified CPU platforms that a customer can drop into a chip.
Mobile application processors — the main chip in a smartphone — accounted for approximately 43% of Arm’s fiscal 2026 royalty revenue, per the Form 20-F. Arm no longer publishes a full end-market split of royalties, and it does not disclose an average royalty rate.
The Licensing Book Arm Stopped Reporting
Starting with Q1 FYE27, Arm no longer reports remaining performance obligations (RPO) — signed contract revenue not yet recognized — or its counts of Arm Total Access and Arm Flexible Access licenses. Arm’s stated reason is that those metrics matter less now that it sells production silicon. The last published figures: RPO of $2,071 million at March 31, 2026, down 7% year over year, with 56 Total Access and 329 Flexible Access licenses outstanding. Arm still reports annualized contract value (ACV), which reached $1,732 million in Q1 FYE27, up 13%.
| License metric | Value | As of | Source |
|---|---|---|---|
| Remaining performance obligations | $2,071M (−7% YoY) | Mar 31, 2026 | Arm Q4 FYE26 shareholder letter |
| Annualized contract value | $1,732M (+13% YoY) | Jun 30, 2026 | Arm Q1 FYE27 shareholder letter |
| Arm Total Access licenses | 56 | Mar 31, 2026 | Arm Q4 FYE26 shareholder letter |
| Arm Flexible Access licenses | 329 | Mar 31, 2026 | Arm Q4 FYE26 shareholder letter |
| Arm CSS licenses (cumulative) | 19, across 11 companies | Sep 30, 2025 | Arm newsroom, Q2 FYE26 |
Mia Scarlett, Business: A company that drops its backlog metric the year that backlog fell is going to get questions, and analysts should ask them. The fairer read: ACV still grew 13%, and a silicon business does not book revenue the way an IP licensor does. The cleaner test is the next two quarters of license revenue from customers outside the SoftBank family — the number in the next section.
How Much of Arm’s Growth Comes From SoftBank and Arm China?
Axis Intelligence Research finds that related parties — Arm China and entities under common control of SoftBank Group — accounted for $1,499 million, or 30.5%, of Arm’s fiscal 2026 revenue, and for 74.0% of its year-over-year revenue growth. The figures come from the related-party disaggregation Arm files in its Form 20-F revenue note, a line most coverage of Arm’s results skips.
Related-party revenue is a legitimate, audited disclosure, not an accounting irregularity. Arm China is Arm’s largest customer and an affiliate: an entity controlled by SoftBank, Acetone Limited, holds about 48% of it. SoftBank owns approximately 87% of Arm indirectly, per Arm’s FYE26 annual report. Arm’s own risk disclosures say part of its near-term revenue depends on commercial arrangements with SoftBank Group or its affiliates.
The Arm’s-Length Revenue Ratio (ALRR)
The Arm’s-Length Revenue Ratio (ALRR) is an Axis Intelligence Research measure of how much of a company’s revenue comes from customers it does not control or share a parent with. For Arm:
ALRR = non-related-party revenue ÷ total revenue × 100
We compute it three ways — total, license and royalty — from the same 20-F table, so anyone can recompute every reading.
| Fiscal year | ALRR, total | ALRR, license and other | ALRR, royalty | Source |
|---|---|---|---|---|
| FY2024 | 77.6% (2,509 ÷ 3,233) | 73.4% (1,051 ÷ 1,431) | 80.9% (1,458 ÷ 1,802) | Axis Intelligence Research calculation, Arm Form 20-F |
| FY2025 | 79.5% (3,184 ÷ 4,007) | 77.3% (1,421 ÷ 1,839) | 81.3% (1,763 ÷ 2,168) | Axis Intelligence Research calculation, Arm Form 20-F |
| FY2026 | 69.5% (3,421 ÷ 4,920) | 56.3% (1,298 ÷ 2,307) | 81.2% (2,123 ÷ 2,613) | Axis Intelligence Research calculation, Arm Form 20-F |
Arm’s Growth With and Without Related Parties
| Revenue line, FY2026 vs FY2025 | Non-related parties | Related parties | Headline | Source |
|---|---|---|---|---|
| Total revenue | +7.4% ($3,184M → $3,421M) | +82.1% ($823M → $1,499M) | +23% | Axis Intelligence Research calculation, Arm Form 20-F |
| License and other | −8.7% ($1,421M → $1,298M) | +141.4% ($418M → $1,009M) | +25% | Axis Intelligence Research calculation, Arm Form 20-F |
| Royalty | +20.4% ($1,763M → $2,123M) | +21.0% ($405M → $490M) | +21% | Axis Intelligence Research calculation, Arm Form 20-F |
The single largest mover is a line Arm labels “common control in SoftBank”: revenue from entities under SoftBank’s control rose to $704.4 million in fiscal 2026 from $145.5 million, per the 20-F related-party note. That one line equals 14.3% of Arm’s fiscal 2026 revenue. At March 31, 2026, Arm also carried $645.8 million of contract assets with those same entities — revenue recognized before it was billed.
A second footnote points the same way. License revenue recognized over time, rather than at a single point, rose to $1,080 million in fiscal 2026 from $467 million, while point-in-time license revenue fell to $1,227 million from $1,372 million.
Mia Scarlett, Business: Revenue rose 23%. Take out the affiliates, and the business that sells to the rest of the industry grew 7.4% — and its license line shrank. That doesn’t make Arm a weaker company; the royalty stream, which is the durable part, grew 20.4% from outside customers alone. What it does change is how you read the headline growth rate: three-quarters of fiscal 2026’s increase depended on one shareholder’s group of companies. If ALRR-license recovers toward the high-70s in fiscal 2027, the SoftBank year was a bridge. If it stays near 56%, it’s the model.
Where Does Arm’s Revenue Come From by Country?
The United States is Arm’s largest market by billing location, at $1,761 million or 35.8% of fiscal 2026 revenue, but Japan was its fastest-growing, up 178.7% to $825 million. Arm allocates revenue to countries by the principal headquarters of each customer, per its 20-F revenue note, so “Japan” captures Japanese-headquartered customers such as SoftBank-group entities, and “PRC” includes revenue derived from Arm China.
| Geography | FY2024 ($M) | FY2025 ($M) | FY2026 ($M) | FY2026 YoY | Share of FY2026 revenue | Source |
|---|---|---|---|---|---|---|
| United States | 1,413 | 1,716 | 1,761 | +2.6% | 35.8% | Arm Form 20-F, revenue by geography |
| PRC | 697 | 749 | 874 | +16.7% | 17.8% | Arm Form 20-F |
| Japan | 121 | 296 | 825 | +178.7% | 16.8% | Arm Form 20-F |
| Taiwan | 522 | 629 | 695 | +10.5% | 14.1% | Arm Form 20-F |
| Republic of Korea | 308 | 324 | 392 | +21.0% | 8.0% | Arm Form 20-F |
| Other countries | 172 | 293 | 373 | +27.3% | 7.6% | Arm Form 20-F |
| Total | 3,233 | 4,007 | 4,920 | +22.8% | 100% | Arm Form 20-F |
Growth and share columns: Axis Intelligence Research calculations.
Arm’s China exposure has been falling as a share even as dollars rise. Arm China accounted for approximately 16% of total revenue in fiscal 2026, down from 17% in fiscal 2025 and 21% in fiscal 2024, and Arm’s top five customers together accounted for approximately 57%, per the 20-F risk factors.
Mia Scarlett, Business: Revenue from U.S.-headquartered customers grew 2.6% in a year when Arm told investors its data center royalties had more than doubled. Arm doesn’t split the U.S. line into royalty and license, but the 8.7% fall in arm’s-length license revenue is the likeliest drag. If that reading is right, the U.S. number should reaccelerate as soon as one large American license renewal lands — which makes it the single line to check first on November 4.
What Is Arm’s Market Share in Data Centers?
Arm’s data center share is somewhere between 13.6% and about 50%, depending on what is being counted. Axis Intelligence Research lined up the four most-cited figures; each measures a different denominator, and none contradicts the others once the denominator is stated.
| Measure | Arm figure | Period | What it counts | Source |
|---|---|---|---|---|
| Share of CPU compute at top hyperscalers | ~50% (company-reported) | Q4 FYE26 (Mar 2026) | CPU compute deployed by the largest cloud providers only | Arm Q4 FYE26 shareholder letter |
| Non-x86 share of server revenue | 44.8% (estimate; includes Arm and other non-x86) | Q2 2026 | Dollar value of whole servers, including GPU systems | IDC Worldwide Server Tracker, 2Q26 |
| Share of server CPU shipments, forecast | Above 20% (estimate) | Calendar 2026 | Server CPU units, full year | TrendForce, Oct 22, 2026 |
| Share of server CPU shipments | 13.6% (estimate) | Q2 2026 | Server CPU units, all buyers | Mercury Research, as reported by The Register |
Axis Intelligence Research calculation — the Data Center Share Spread: Arm’s ~50% hyperscaler-compute figure minus Mercury Research’s 13.6% unit-share estimate = 36.4 percentage points. The spread is the distance between “share of the most advanced buyers’ compute” and “share of all server CPUs sold.”
The direction is the same on every measure. Mercury Research’s estimate of Arm’s server CPU unit share moved from 13.2% in Q1 2026 to a record 13.6% in Q2 2026. TrendForce expects Arm to pass 20% of server CPU shipments in 2026, from just over 10% in 2025, and to reach about 30% in 2027. IDC reports non-x86 server revenue rose 146.0% year over year to $74.4 billion in Q2 2026. Arm says its Neoverse data center cores passed 1.5 billion shipped by mid-2026, with the latest 500 million arriving in nine months, against six years for the first billion.
The hyperscalers explain most of it. Amazon Web Services says more than half of the new CPU capacity it added was Graviton-powered — its Arm-based server chip — for the third year in a row, per its Graviton5 announcement of December 2025. For the competitive picture from the x86 side, see our AMD statistics and Intel statistics.
Mia Scarlett, Business: When a company says “50%” and an independent tracker says “13.6%,” the instinct is to call one of them wrong. Read the definitions instead. Arm counts the customers that buy custom silicon by the hundred thousand; Mercury counts every server CPU shipped to every enterprise. The figure that should move a royalty forecast is the hyperscaler one, because that is where the high-rate Neoverse and CSS chips go. The figure that should temper it is Mercury’s, because most of the market still runs x86.
What Share of Smartphones and PCs Run on Arm?
Arm says 99% of all smartphones run on its architecture, per its smartphone market page, and Mercury Research estimates Arm took a record 15.3% of client PC processor shipments in Q2 2026. Smartphones are the base of the royalty stream; PCs are the open contest.
| Device market | Arm figure | Period | Source |
|---|---|---|---|
| Smartphones | 99% powered by Arm (company-reported) | 2026 | Arm smartphone market page |
| Mobile app processors’ share of Arm royalties | ~43% | FY2026 | Arm Form 20-F |
| Client PC processors | 15.3% of shipments (estimate, up 0.9 points) | Q2 2026 | Mercury Research, as reported by The Register |
| Cumulative Arm-based chips shipped | More than 350 billion | Mar 31, 2026 | Arm FYE26 annual report |
| Developers in the Arm ecosystem | More than 22 million | Jul 2026 | Arm newsroom, Q1 FYE27 |
Mercury Research flags its Arm estimates as carrying significant uncertainty, so the 15.3% is best read as a direction-of-travel figure. NVIDIA’s Arm CSS-based RTX Spark PCs, which Arm’s Q1 FYE27 letter says are due later this year from Acer, ASUS, Dell, HP and Lenovo, are not yet in that number. For the device side of this market, see our AI PC statistics and Qualcomm statistics.
Mia Scarlett, Business: Smartphones are a saturated, near-100% market for Arm, so the growth there is price, not volume: more Armv9 and CSS content per phone. PCs are the reverse. Fifteen percent of shipments is real, but the Windows-on-Arm expansion Arm’s own letter describes runs through Qualcomm’s Snapdragon PCs — and Qualcomm is the licensee Arm has faced in two jury trials since December 2024.
Why Is Arm Building Its Own Chip?
Arm launched its first production silicon, the Arm AGI CPU, on March 24, 2026, and says customer demand now exceeds $2 billion across fiscal 2027 and fiscal 2028. That is a change in business model: Arm moves from collecting a royalty on someone else’s chip to selling the chip.
| Arm AGI CPU specification | Value | Source |
|---|---|---|
| CPU cores | Up to 136 Arm Neoverse V3 cores | Arm newsroom, AGI CPU launch |
| Thermal design power | 300 W | Arm newsroom, AGI CPU launch |
| Manufacturing | TSMC 3nm-class process | Arm newsroom, AGI CPU launch |
| Lead partner and co-developer | Meta | Arm newsroom, AGI CPU launch |
| Named committed customers | Cerebras, Cloudflare, F5, OpenAI, Positron, Rebellions, SAP, SK Telecom | Arm newsroom, AGI CPU launch |
| Customer demand, FY2027–FY2028 | More than $2 billion (company-reported) | Arm Q1 FYE27 shareholder letter |
Arm’s performance claims for the chip — more than twice the performance per rack versus x86 and up to $10 billion of capital savings per gigawatt of AI data center capacity — are Arm’s own internal estimates, not independent benchmarks.
Mia Scarlett, Business: A royalty business runs at a 97%-plus gross margin because it ships no hardware. A silicon business does not. The day AGI CPU revenue becomes material, Arm’s consolidated gross margin will fall, and that will be the business working as designed, not a deterioration. Watch the segment disclosure: if Arm reports silicon separately, the IP margin stays readable. If it blends them, the comparison to prior years breaks.
How Profitable Is Arm?
Arm’s GAAP operating margin was 18.3% in fiscal 2026 and 7.1% in Q1 FYE27, against non-GAAP operating margins of 43.0% and 41.2%. The gap is made up of costs Arm excludes from its non-GAAP figures. GAAP research and development spending reached $2,776 million in fiscal 2026, equal to 56.4% of revenue — an Axis Intelligence Research calculation.
| Profitability metric | FY2026 | Q1 FYE27 | Source |
|---|---|---|---|
| GAAP gross margin | 97.5% | 97.2% | Arm shareholder letters (SEC 6-K) |
| GAAP operating margin | 18.3% | 7.1% | Arm shareholder letters |
| Non-GAAP operating margin | 43.0% | 41.2% | Arm shareholder letters |
| Non-GAAP free cash flow | $882M | $665M | Arm shareholder letters |
| Cash and short-term investments | — | $3,888M | Arm Q1 FYE27 shareholder letter |
| Employees (year-end) | 9,584, of which 8,058 engineers | — | Arm Q4 FYE26 shareholder letter |
| Revenue per employee | $513,000 (FY2025: $481,000) | — | Axis Intelligence Research calculation |
Mia Scarlett, Business: Revenue per employee rose to $513,000 from $481,000 while headcount grew 15%. Run that against the ALRR table and the productivity gain shrinks: a large share of the extra revenue came from affiliate contracts, not from more customers. The cleaner productivity number arrives when fiscal 2027’s related-party line is known.
What Did the Qualcomm v. Arm Verdict Decide?
On October 13, 2026, a federal jury in Delaware found that Arm breached its architecture license agreement with Qualcomm and interfered with Qualcomm’s relationship with Meta, awarding nominal damages, while siding with Arm on claims under a separate technology license. That account comes from Bloomberg Government’s report and from Qualcomm’s counsel, Paul, Weiss, which notes a parallel bench trial on Qualcomm’s good-faith-negotiation claims had closing arguments set for October 20, 2026.
The financial stake for Arm’s statistics is indirect but real: Qualcomm is both an Arm architecture licensee and a competitor, with its Snapdragon PC chips and the Arm-based Dragonfly C1000 data center CPU that Arm’s Q1 FYE27 letter mentions. The verdict carried nominal damages, so no immediate revenue effect appears in any filed figure.
Arm Holdings FAQ
Does Arm make its own chips now?
Yes. Since March 24, 2026, Arm sells the Arm AGI CPU, a data center processor with up to 136 Neoverse V3 cores built at TSMC, with Meta as lead partner. Arm says demand exceeds $2 billion across fiscal 2027 and 2028. Before that, Arm only licensed designs and collected royalties.
Who owns Arm Holdings?
SoftBank Group holds an indirect stake of around 87% in Arm as of March 31, 2026, per Arm’s annual report, which makes Arm a “controlled company” under Nasdaq rules. SoftBank-linked entities also became significant customers: $704.4 million of fiscal 2026 revenue came from entities under SoftBank’s common control.
How much does Arm earn per chip?
Arm does not publish an average royalty per chip. It discloses that Armv9 and Compute Subsystems carry higher royalty rates per chip, that royalty per chip generally falls as a customer’s volume rises (subject to minimums), and that mobile application processors produced about 43% of fiscal 2026 royalties.
What is Arm China, and how much revenue does it bring Arm?
Arm China is an affiliate that operates independently of Arm and serves the Chinese market; Acetone Limited, an entity controlled by SoftBank, holds about 48% of it. It was Arm’s largest single customer in fiscal 2026 at roughly 16% of total revenue, down from 21% in fiscal 2024, per the Form 20-F.
Why did Arm’s license revenue drop from $819 million to $574 million in one quarter?
Large architecture and CSS agreements are recognized in lumps when contracts are signed or milestones delivered, so license revenue swings by hundreds of millions between quarters. Q4 FYE26 ($819 million) was a record; Q1 FYE27 ($574 million) was still up 23% year over year.
Is Arm taking the data center away from x86?
In units, not yet: Mercury Research estimates Arm at 13.6% of server CPU shipments in Q2 2026, versus 34.5% for AMD alone. In the largest clouds, Arm reports about 50% of CPU compute, and TrendForce forecasts Arm will reach about 30% of server CPU shipments in 2027.
Why did Arm stop reporting remaining performance obligations?
From Q1 FYE27, Arm dropped RPO and license-count disclosures, saying they became less relevant once it extended into production silicon. The last RPO figure was $2,071 million at March 31, 2026, down 7% year over year. Arm still reports annualized contract value: $1,732 million in Q1 FYE27.
When does Arm report its next results?
Arm reports Q2 FYE27 results (quarter ended September 30, 2026) on November 4, 2026, after U.S. markets close, per its earnings-date announcement. Guidance is $1.38 billion of revenue, plus or minus $50 million.
Methodology
Collection. Axis Intelligence Research built this dataset on October 24, 2026, from documents fetched that day: Arm’s fiscal 2026 Form 20-F (filed May 26, 2026) and its XBRL revenue, geography and related-party schedules; Arm’s quarterly shareholder letters filed as SEC Form 6-K exhibits; Arm’s fiscal 2026 annual report; Arm newsroom releases; IDC’s 1Q26 and 2Q26 server tracker releases; TrendForce’s October 22, 2026 server CPU release; Mercury Research estimates as reported by The Register; and AWS’s Graviton5 release. Company figures are labeled company-reported; IDC, TrendForce and Mercury figures are labeled estimates.
Derived quarters. Arm did not publish full Q2 FYE25 and Q2 FYE26 figures in the filings we retrieved, so we derived them as the fiscal-year total from the 20-F minus the three reported quarters. The derived Q2 FYE26 royalty ($620 million) matches Arm’s own newsroom figure exactly, and the derived total ($1,135 million) matches Arm’s rounded $1.14 billion.
Arm’s-Length Revenue Ratio (ALRR). ALRR = non-related-party revenue ÷ total revenue × 100, computed separately for total, license and other, and royalty revenue, using the related-party and non-related-party lines in Arm’s 20-F revenue disaggregation. “Related party” follows Arm’s own audited classification under U.S. GAAP, which includes Arm China and entities under SoftBank’s common control. ALRR describes customer concentration within Arm’s corporate family; it does not assess contract terms or pricing, which Arm does not disclose by counterparty.
Data Center Share Spread. The spread subtracts Mercury Research’s Q2 2026 server CPU unit-share estimate (13.6%) from Arm’s company-reported share of CPU compute among top hyperscalers (about 50%, March 2026). The two figures use different denominators and different periods; we publish the spread to make that difference measurable, not to merge the two into one share figure. IDC’s non-x86 revenue share includes architectures other than Arm and is shown for direction only.
Rounding. Percentages are calculated from figures in millions of U.S. dollars and rounded to one decimal place. Where Arm states a rounded growth rate (for example, 23% for fiscal 2026 revenue), we quote Arm’s figure for Arm’s headline and use our unrounded calculation only for Axis-derived ratios.
About This Dataset
The Arm Holdings Statistics 2026 dataset (arm-holdings-statistics.csv) contains 224 rows covering Arm’s quarterly revenue from Q1 FYE25 to Q1 FYE27, annual revenue from fiscal 2024 to fiscal 2026, related-party and non-related-party revenue, revenue by country, ALRR readings, profitability, headcount, AGI CPU specifications, and third-party data center and PC share estimates. Every row carries its value, unit, period end date, source organization, source document, source URL, retrieval date, a primary-source flag, an Axis-calculation flag and, for calculated rows, the formula.
License: CC BY 4.0. Reuse, republish and adapt with attribution to Axis Intelligence Research and a link to this page.
Cite This Page
APA
Axis Intelligence Research, & Scarlett, M. (2026, October 24). Arm Holdings statistics 2026: Revenue, royalties, market share and the SoftBank share of growth. Axis Intelligence. https://axis-intelligence.com/arm-holdings-statistics/
MLA
Axis Intelligence Research, and Mia Scarlett. "Arm Holdings Statistics 2026: Revenue, Royalties, Market Share and the SoftBank Share of Growth." Axis Intelligence, 24 Oct. 2026, axis-intelligence.com/arm-holdings-statistics/.
Chicago
Axis Intelligence Research, and Mia Scarlett. "Arm Holdings Statistics 2026: Revenue, Royalties, Market Share and the SoftBank Share of Growth." Axis Intelligence, October 24, 2026. https://axis-intelligence.com/arm-holdings-statistics/.
Related Axis Intelligence Research pages: Semiconductor statistics · Nvidia statistics · TSMC statistics · Samsung statistics · Qualcomm statistics · Intel statistics · AMD statistics · AI PC statistics