Arm公布2027财年第一财季财报，交出亮眼成绩单1。本季度营收达12.9亿美元，同比增长22%，创下季度纪录；净利润翻倍至2.7亿美元，相较去年同期的1.3亿美元大幅跃升1。特许权使用费收入7.15亿美元，同比增长22%，成为驱动增长的核心引擎1。其中，数据中心特许权使用费实现翻倍增长，反映出全球科技巨头对Arm架构的需求激增1。
自研AGI CPU芯片的市场热度远超预期。Arm原本为2027-2028财年设定的AGI CPU目标需求为10亿美元，但实际已获得超过20亿美元的订单需求1。Neoverse架构的出货规模进一步扩大，累计出货量已突破15亿核心，其中最近5亿核心仅用九个月即完成1。美国和中国持续增加新客户，英伟达、谷歌、亚马逊等全球巨头在AI基础设施中加速采纳Arm架构1。具体来看，英伟达的Vera CPU已进入全面生产阶段，性能提升50%，能效提升2倍；亚马逊AWS与Meta达成多年协议，部署数千万个Graviton5核心1。IDC的最新报告显示，过去两个季度基于Arm的加速服务器支出已翻倍，并超越了x86平台1。
Arm Holdings reported strong financial results for the first quarter of fiscal 2027, with revenue reaching $1.29 billion, representing a 22% year-over-year increase 1. Net profit doubled to $270 million compared to $130 million in the prior year period, while earnings per share climbed to $0.25 1. On a non-GAAP basis, the company reported earnings per share of $0.45, up 29% year-over-year 1.
The standout driver of growth was the data center segment. Royalty revenue from licensing agreements reached $715 million, up 22% annually, while licensing and other revenue totaled $574 million, growing 23% 1. The company's Neoverse processor architecture has shipped over 1.5 billion cores cumulatively, with the most recent 500 million cores reaching that milestone in just nine months 1. Annual contract value climbed to $1.732 billion, reflecting 13% growth 1.
Arm's artificial general intelligence CPU initiative has exceeded expectations dramatically. The company originally projected demand of $1 billion for fiscal years 2027–2028 but has now secured commitments exceeding $2 billion 1. Both the United States and China continue to add new customers in this category 1. According to IDC research, spending on Arm-based accelerated servers has doubled over the past two quarters and now surpasses x86 platforms 1.
Major technology companies are accelerating their adoption of Arm architecture for AI infrastructure. Nvidia's Vera CPU has entered full production with 50% performance improvements and double the energy efficiency 1. Amazon Web Services and Meta have signed a multi-year agreement to deploy tens of millions of Graviton5 cores 1. Nvidia, Google, and Amazon are among the global giants integrating Arm architecture into their AI foundation systems 1.
Looking ahead, the company's chief financial officer predicted that smartphone royalty revenue will grow between 10% and 15% in the second quarter 1. Following the earnings announcement, Arm's stock price declined 8% in after-hours trading 1.
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