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Arm Holdings reported a Q3 2026 profit of $223 million, down from $252 million year-over-year, despite revenue growth of 26% to $1.24 billion, surpassing analyst estimates. Royalty revenue increased 27% to $737 million, while licensing revenue rose 25% to $505 million.

For Q4 2026, Arm expects adjusted earnings of 58 cents per share and revenue around $1.47 billion. The company has noted strong demand for AI computing on its platform.