Arm Holdings reported a record quarterly revenue of $1.44 billion for its second fiscal quarter, up 27% from a year earlier. Licensing revenue rose 50% to $773 million, while royalty revenue increased 8% to $670 million, despite doubling in the data center segment. The company plans to commercialize its first AGI CPU in the fourth quarter of fiscal 2027 and targets $15 billion in annual revenue from the product by 2031. Despite these prospects, the stock fell 13% amid a broad tech sell-off following the US midterm elections and weaker-than-expected royalty performance.
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