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ARM Holdings (ARM) Q1 2027 (USD): Adj. EPS 0.45 (exp. 0.40), Revenue 1.29bln (exp. 1.26bln)

StockNow breaking-news AI analysis

ARM beat Q1 expectations and raised Q2 guidance, driven by AGI CPU demand exceeding $2 billion for FY27-FY28 as AI infrastructure shifts toward CPU-based inference.

News detail

Guidance: Q2 revenue 1.38bln (exp. 1.34bln). Q2 adj. EPS 0.47 (exp. 0.43). Commentary: Demand for Arm AGI CPU has continued to exceed initial expectations. Customer demand for Arm AGI CPU now exceeds USD 2bln across FY27 and FY28.

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