---
title: "Summary of Key Points from Arm Holdings Performance Report"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/274891460.md"
description: "Arm Holdings' total revenue for the third fiscal quarter reached $1.24 billion, a year-on-year increase of 26%, setting a new historical high. Royalty revenue reached $737 million, a year-on-year increase of 27%, with a non-GAAP operating profit margin of 41%. CFO Jason Child stated that despite facing the risk of memory shortages in 2026, the decline in mobile phone sales by 20% only impacts royalties by 2%-4% due to the revenue growth shifting towards high-end chips"
datetime: "2026-02-05T00:50:44.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/274891460.md)
  - [en](https://longbridge.com/en/news/274891460.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/274891460.md)
---

> 支持的语言: [English](https://longbridge.com/en/news/274891460.md) | [繁體中文](https://longbridge.com/zh-HK/news/274891460.md)


# Summary of Key Points from Arm Holdings Performance Report

1.  Performance reaches a historic high: Revenue exceeds $1 billion for four consecutive quarters.  
    Arm Holdings' total revenue for the third fiscal quarter reached $1.24 billion, a year-on-year increase of 26%. Among them, royalty revenue set a record of $737 million, up 27% year-on-year. The non-GAAP operating profit margin reached 41%, demonstrating a strong profit leverage during the AI transformation process.
2.  Risk assessment: Memory shortage has limited impact on mobile royalty.  
    Although the industry faces the risk of a memory (DRAM) supply shortage leading to reduced production of low-end smartphones in 2026, CFO Jason Child stated that since Arm's revenue growth points have shifted towards the v9 architecture and high-end CSS chips, even if total smartphone sales decline by 20%, the overall impact on royalties would only be around 2%-4%, significantly enhancing risk resilience

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## 相关资讯与研究

- [IBM Announces Strategic Collaboration with Arm to Shape the Future of Enterprise Computing | IBM Stock News](https://longbridge.com/zh-CN/news/281462147.md)
- [BREAKINGVIEWS-Arm’s chip adventure is bold bet on AI evolution](https://longbridge.com/zh-CN/news/281012747.md)
- [Royal Fund Management LLC Cuts Stake in ARM Holdings PLC Sponsored ADR $ARM](https://longbridge.com/zh-CN/news/281341514.md)
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