Treasury Wine Estates Shares Jump as U.S. Overhaul Lifts FY2026 Outlook 
Meta Ordered to Pay $567M Over Child Safety Violations in New Mexico 
OpenAI Executive Brad Lightcap to Leave for New AI Venture 
Sanrio Shares Plunge as Q1 Profit Miss Overshadows Strong Sales 
Sony, TSMC Eye $6.3 Billion Japan Chip Venture for Next-Gen Image Sensors 
Shein Scales Back Vietnam Operations as US Trade Rules Shift 
Berkshire Hathaway Cash Falls as Abel Boosts Stock Buybacks 
ASX Faces Legal Action Over Failed Blockchain CHESS Project 
Nvidia to Invest Up to $3 Billion in Blackstone-Backed Lancium 
Austal Shares Surge 16% as Hanwha Offers Up to $1.2 Billion for U.S. Shipbuilding Business 
Hims & Hers Shares Fall as GLP-1 Costs Widen Q2 Loss 
Hanwha Offers Up to $1.2 Billion for Austal US Business 
Trump Media Says Truth API Draws 10+ Customers as Conflict Concerns Grow 
Samsung, SK Hynix Shares Surge on Report of Potential Temasek Investment 
Natura Q2 Profit Plunges 92% as Financial Expenses Weigh on Earnings 
CBA Posts Record A$10.98B Profit Despite Cautious Outlook 
ADNOC Gas Targets Up to $4B Profit in 2026 
Arm Holdings Q2 Earnings Exceed Expectations Despite After-Hours Stock Dip
Q2 Performance Highlights
Chipmaker Arm Holdings reported robust second-quarter earnings, surpassing Wall Street expectations. The company posted adjusted earnings per share (EPS) of $0.30, beating the forecast of $0.26. Revenue reached $844 million, exceeding the projected $744.31 million and marking a 5% year-over-year increase.
Revenue Drivers
Arm’s revenue growth was propelled by record royalty earnings, particularly from its advanced Armv9 architecture and a recovering smartphone market. Royalty revenue rose by 23% to $514 million, while license revenue slightly declined by 15% to $330 million, due to typical fluctuations in large licensing agreements.
CEO Insights
Rene Haas, Arm’s CEO, highlighted the company's expanding influence in the AI sector. “Demand for our high-performance Armv9 and CSS compute platforms continues to exceed expectations,” Haas noted, adding that “AI’s growth presents new opportunities for the Arm platform from cloud to edge computing.”
Outlook for Q3
For the upcoming quarter, Arm forecasts EPS between $0.32 and $0.36 and revenue of $920-$970 million, aligning with analyst estimates of $0.34 EPS and $945 million in revenue. The company’s non-GAAP gross margin was an impressive 97.2%, though the operating margin fell to 38.6% due to engineering investments.
Key Metrics
Arm’s annualized contract value (ACV) grew 13% year-over-year to $1.253 billion while remaining performance obligations (RPO) rose 10% from the previous quarter to $2.385 billion.
