Armv9 and CSS Royalties Drive Growth in $1bn Arm Q1 Earnings

By Nitin Dahad, EETimes | July 31, 2025

On the day when newly listed Ambiq Micro saw its stock price soar on its Nasdaq IPO, veteran processor company Arm said yesterday in its Q1 2026 earnings that its quarterly revenue exceeded $1 billion for the second quarter in a row, and royalty revenue grew 25% year-on-year to $585 million.

With Arm holding its annual partner meeting next week in Cambridge, U.K., the Q1 earnings for fiscal year 2026 must have given Arm a nice story to bring to its extensive partner ecosystem. I can just imagine the CEO opening with, “Arm is at the heart of AI, we have over 22 million software developers building on Arm, and nine million apps running on Arm.”

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