Arm’s data-center royalty revenue doubled year over year in its second fiscal quarter; total quarterly revenue reached $1.44 billion.

The doubling applies specifically to data-center royalties. Arm’s total second-quarter revenue was $1.44 billion, compared with $1.14 billion a year earlier, with one earnings summary reporting 27% growth. The supplied material does not disclose the absolute dollar amount of data-center royalty revenue.

Reported profitability exceeded the cited analyst estimates. Adjusted earnings per share were $0.52 versus $0.47 expected, adjusted net income was $566 million versus $514.2 million, and adjusted operating income was $638 million versus $575.7 million. Adjusted gross margin was 97.9%, while reported annualized contract value was $1.79 billion.

The source summaries conflict on the royalty breakdown and fiscal-year labeling. One reports $670 million of total royalties, up 8%, and $773 million of licensing revenue, up 50%; others list both royalties and licensing at $773 million despite reporting total revenue of $1.44 billion. Direct earnings messages label the quarter fiscal 2027, whereas one narrative summary calls it fiscal 2026, so the conflicting figures should not be treated as a reconciled financial statement.

The next-quarter figures are guidance rather than results. Arm forecast revenue of $1.49–1.59 billion, adjusted earnings per share of $0.52–0.60, and approximately $825 million of adjusted operating expenses. Partners also reported more than 10 billion Arm-based chips shipped during the second quarter; that is an ecosystem-wide chip count, not a data-center CPU shipment figure.