Sam Badawi(@Sam_Badawi):Arm - FY2027 Q2 Earnings $ARM $189.55 [-2.1% AH] ✅ Revenue: $1.44B (Est: $1.38B) [+27% YoY] ✅ EPS: $0.52 (Est: $0.48), non-GAAP, GAAP EPS $0.12 Additional Metrics: Gross Margin: 97.9% Operating Income: $638M [+37% YoY] Operating Margin: 44.2% Net Income: $566M [+36% YoY] Operating Cash Flow: $207M [-63% YoY] CapEx: $72M Free Cash Flow: $110M [-73% YoY] Cash and Short-Term Investments: $3.6B Annualized Contract Value: $1.79B [+12% YoY] Arm-Based Chips Shipped: 10B+ [+1.5B YoY] Segment Revenue: Royalty: $670M [+8% YoY] License and Other: $773M [+50% YoY] Q3 2027 Guidance: ✅ Revenue: $1.54B ±$50M (Est: $1.53B) ✅ EPS: $0.56 ±$0.04 (Est: $0.556), non-GAAP Non-GAAP Operating Expenses: about $825M

2026.11.04 21:14

Arm - FY2027 Q2 Earnings $ARM $189.55 [-2.1% AH] ✅ Revenue: $1.44B (Est: $1.38B) [+27% YoY] ✅ EPS: $0.52 (Est: $0.48), non-GAAP, GAAP EPS $0.12 Additional Metrics: Gross Margin: 97.9% Operating Income: $638M [+37% YoY] Operating Margin: 44.2% Net Income: $566M [+36% YoY] Operating Cash Flow: $207M [-63% YoY] CapEx: $72M Free Cash Flow: $110M [-73% YoY] Cash and Short-Term Investments: $3.6B Annualized Contract Value: $1.79B [+12% YoY] Arm-Based Chips Shipped: 10B+ [+1.5B YoY] Segment Revenue: Royalty: $670M [+8% YoY] License and Other: $773M [+50% YoY] Q3 2027 Guidance: ✅ Revenue: $1.54B ±$50M (Est: $1.53B) ✅ EPS: $0.56 ±$0.04 (Est: $0.556), non-GAAP Non-GAAP Operating Expenses: about $825M