Arm reports Q4 revenue up 20% YoY to $1.5B, says AGI CPU demand will drive $2B in sales in 2027 and 2028, over 2x its prior guidance; ARM jumps 11%+ after hours (Michael Acton/Financial Times)

Techmeme ·

Arm beats Q4 estimates and raises FY27/28 revenue guidance to $2B (2x prior) driven by AGI CPU demand, sending shares up 11% after hours.

Categories: Money & Moves

Excerpt

<a href="https://www.ft.com/content/ea9e025e-2e7f-4610-90a1-8c8beeeebbcf"><img align="RIGHT" border="0" hspace="4" src="http://www.techmeme.com/260506/i44.jpg" vspace="4" /></a> <p><a href="https://www.techmeme.com/260506/p44#a260506p44" title="Techmeme permalink"><img height="12" src="http://www.techmeme.com/img/pml.png" style="border: none; padding: 0; margin: 0;" width="11" /></a> Michael Acton / <a href="https://www.ft.com/">Financial Times</a>:<br /> <span style="font-size: 1.3em;"><b><a href="https://www.ft.com/content/ea9e025e-2e7f-4610-90a1-8c8beeeebbcf">Arm reports Q4 revenue up 20% YoY to $1.5B, says AGI CPU demand will drive $2B in sales in 2027 and 2028, over 2x its prior guidance; ARM jumps 11%+ after hours</a></b></span>&nbsp; &mdash;&nbsp; SoftBank-backed UK group says its first in-house semiconductor has drawn strong demand&nbsp; &mdash;&nbsp; Arm shares jumped 10 per cent &hellip; </p>

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