Arm has become the latest company to post record-breaking quarterly results, reporting revenue of $1.49 billion for Q4 2026.

The chip giant also saw record full-year revenue for FY26, totaling $4.92bn. In a statement, Arm said that since going public, FY26 marked its third consecutive year of posting more than 20 percent revenue growth.

For the quarter ending March 31, licensing revenue grew 29 percent year-on-year (YoY) to $819 million, with Arm Total Access licenses increasing from 50 to 56 and Arm Flexible Access customers increasing by 11, totaling 329.

Royalty revenue during the quarter grew 11 percent YoY to $671 million, with data center royalty more than doubling from the same period a year ago. This growth was driven by both the ongoing adoption of Arm technology, as well as the introduction of higher royalty rates per chip, the company said.

Full-year licensing revenue was up 25 percent YoY to $2.31bn, while FY26 royalty revenue increased by 21 percent to $2.61bn. Arm said that the growth drivers for both the quarter and the year were the same.

In March 2026, Arm launched its first-ever data center CPU, designed to support “agentic AI infrastructure.” Co-designed with Meta, the Arm AGI CPU represents the first time in Arm’s 35-year history that the company has produced its own chip, a departure from its traditional business model of designing and licensing out its chip IP to companies.

In a letter to shareholders, Arm CEO Rene Haas said that customer response to Arm AGI CPU had been “strong” and that the company now has more than $2 billion-worth of demand across FY27 and FY28 – more than double the figure stated at launch.

“We are on track towards our forecast of $15 billion in this business as stated at our Arm Everywhere event last quarter, and soon the data center will be Arm’s largest business,” he wrote. “The direction is clear: customers want Arm at the center of the AI data center.”

Overall, Arm said its market share of CPU compute represents around a 50 percent share among top hyperscalers, with Google, Nvidia, Microsoft, and AWS all developing Arm-based hardware.

“This quarter demonstrated the breadth of demand for Arm,” Haas wrote. “We have the technology, the ecosystem, customer demand, and the operating capacity to execute. That is how we will continue to strengthen Arm’s position from cloud to Edge – and build the future of AI on Arm.”