Arm delivers record first-quarter for total revenue

What happened

Arm has secured the manufacturing capacity required to support the $1 billion opportunity outlined in the previous quarter across FYE2027 and FYE2028. The post Arm delivers record first-quarter for total revenue appeared first on Arm Newsroom .

Since its launch in March 2026 , Arm has made strong progress with the Arm AGI CPU : Customer demand has accelerated beyond initial expectations and now exceeds $2 billion across FYE27 and FYE28 . Ecosystem adoption of Arm Neoverse – which is the foundation for the Arm AGI CPU and other leading hyperscale cloud and data center platforms – continues to expand, with shipments now surpassing 1.5 billion cores . Analyst firm IDC recently reported that spending on Arm-based accelerated server platforms has nearly doubled in the past two quarters and surpassed x86 platforms , underscoring the industry’s transition toward Arm for AI infrastructure.