Arm第二财季授权及其他收入增长50%至7.73亿美元
Arm公布截至2026年9月30日的财季营收为14.43亿美元，同比增长27%，其中授权及其他收入增长50%至7.73亿美元。
王雅琴人工智能、模型与技术
Arm公布的业绩
Arm于11月4日发布财报。营收超出公司自身13.8亿美元上下浮动5000万美元的指引，也高于上年同期的11.35亿美元。授权及其他收入从5.15亿美元增至7.73亿美元；与芯片出货挂钩的版税收入从6.2亿美元增长8%至6.7亿美元。
Arm表示，这是公司连续第五个季度实现超过20%的同比增长。首席执行官Rene Haas在财报电话会上提到了这一数字。首席财务官Jason Child称，授权收入比Arm自己的预期高出约1亿美元。客户签下的是长期承诺，而不只是续约。年化合同价值从16亿美元增长12%至17.9亿美元。Arm对这一价值的定义是有效协议中已承诺的授权费。数据中心版税同比翻倍。Arm称，其在头部超大规模云厂商服务器CPU中的份额从2024自然年的15%升至2025自然年的50%以上，并预计到2026自然年底该份额将超过60%。
GAAP净利润从2.38亿美元下降45%至1.3亿美元。营业利润率从14.4%降至13.9%。Arm将净利润下滑的部分原因归于上年同期出售Artisan基础IP获得的1.31亿美元收益。
版税之争
Arm最大的客户之一高通希望特拉华州法官允许其在一项条款下最多五年停付版税，该条款价值可能约为15亿美元。在截至2026年3月31日的财年，高通约占Arm 49.2亿美元营收的9%，约合4.43亿美元，接近Arm当年9亿美元营业利润的一半。
10月14日，特拉华州联邦陪审团认定Arm违反了与高通架构许可协议的第5条，并判给高通两美元损害赔偿。判决书表格D.I. 1024显示共有六项主张：高通赢了两项，Arm赢了四项。
在10月20日的结案陈词中，高通的律师Karen Dunn称Arm提出的v10版税费率“过高”，部分情况下是高通为多数芯片支付的每颗约1.88美元的15倍。Arm的律师Gregg LoCascio表示，v10费率部分参照了谷歌和微软支付的金额。法官Maryellen Noreika称高通要求强制谈判的请求“非常非常极端”，并表示将在最终书状后作出书面裁决。
接下来的安排
Arm给出的第三财季营收指引为15.4亿美元上下浮动5000万美元，非GAAP每股收益为0.56美元上下浮动0.04美元。Child表示授权收入“将在第三和第四财季加快增长”。Arm称其自研Arm AGI CPU的首批商用交付仍按计划在2027财年第四财季进行，并且对2027和2028两个财年合计实现最高20亿美元AGI CPU收入的信心有所增强。
资料来源
40- 01Arm Q2 Revenue Rises 27% as Licensing Growth Outpaces RoyaltiesEN
- 02What ARM (ARM) Said on Its Q2 Earnings CallEN
- 03[Arm Holdings Q2 2027 Earnings Call] Arm Raises AI Chip Revenue Target to $2 Billion as Licensing Surges 50% to a Record $773 MillionEN
- 04Judge pumps the brakes on setting Arm-Qualcomm licensing termsEN
- 05Qualcomm Jury Finds Arm in Breach; $2 Verdict Unlocks Billion-Dollar Royalty Suspension FightEN
- 06Arm Holdings (ARM) Gains AI Licensing Momentum, Is The Upside Already Priced In?EN
- 07Arm's 136-Core AGI Chip Outpaces x86 in Data Centers [2026]EN
- 08Masayoshi Son Says Arm Holdings Could Be Worth $4 Trillion. Should You Believe Him? - 24/7 Wall St.EN
- 09Arm Stock Is Down More Than 40%. Here's Why I'm Staying on the Sidelines.EN
- 10[Arm Earnings] Revenue up 27%. Why is the CPU attracting attention in AI data centers?EN
- 11Arm Q2 Earnings Preview: Can Data Center Royalties Continue Doubling Growth? Wall Street Highest Target at $480EN
- 12Arm vs. Taiwan Semiconductor Manufacturing: Which Chip Stock Is a Better Buy in 2026?EN
- 13Arm Holdings Has a $4.9 Billion Business Model on Trial. Here’s What It Means for ARM Stock.EN
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王雅琴
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