on may 6, local time, arm holdings released its financial results for the fourth quarter and full fiscal year 2026. according to the data, revenue for the quarter ended march 31, 2026, reached us$1.49 billion, up 20% year over year; full-year revenue totaled us$4.92 billion, marking the third consecutive fiscal year of more than 20% revenue growth since arm went public.
the strong performance was primarily driven by robust demand in the smartphone, edge ai, physical ai, and cloud ai segments, with data center royalty revenue more than doubling year over year. full-year royalty revenue hit a record us$2.61 billion, with us$671 million generated in the fourth quarter alone; meanwhile, fourth-quarter licensing revenue also reached a record us$819 million, boosting full-year licensing revenue to us$2.31 billion.
as a foundational platform provider in the ai computing space, arm delivers high-performance computing services to 100% of the world’s connected population, with operations spanning core ip, advanced compute subsystems, and custom silicon chips, supported by an ecosystem of over 22 million developers. the company plans to host an audio webcast on may 6 to provide a detailed discussion of the financial results, with additional information available on the investor relations website.
