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Arm Holdings beats expectations in Q2, guides higher on AI demand
Arm Holdings beats Q2 expectations and raises Q3 guidance, driven by strong AI demand for its chip‑design platform.
Arm Holdings reported Q2 FY26 revenue of US $1.14 billion (up 34 % YoY) and adjusted earnings of US $0.39 per share, surpassing analyst forecasts of US $1.06 billion and US $0.33 respectively.
The chip‑design firm cited strong demand for its compute‑platform licenses amid rising AI workloads. It also issued Q3 guidance of US $1.23 billion in sales and US $0.41 per share earnings-again above consensus.
The results underpin bullishness on AI infrastructure spending, though execution risks remain amid global supply‑chain complexity and intensifying competition.