Arm Q4 Beats Estimates, AI Data‑Center Growth

Arm posted Q4 FY2026 adjusted EPS 60c on $1.49B revenue, beating analyst forecasts of 58c and $1.47B.
Licensing revenue rose 29% YoY to $819M and royalty revenue grew 11% YoY to $671M.
CEO Rene Haas said over $2B customer demand for AI data‑center chips in FY27‑28, targeting $15B data‑center business.
Shares jumped 9.5% in after‑hours trading; Arm forecasts Q1 FY2027 revenue $1.26B ±$50M and EPS 40c ±4c.