Key Points Arm's fiscal first-quarter revenue rose 22% year over year to $1.29 billion, split between licensing fees and per-chip royalties. The main processors in smartphones generated about 43% of Arm's royalty revenue in fiscal 2026. Management trimmed its royalty growth outlook in July because of smartphone memory prices, not AI model timelines. 10 stocks we like better than Arm Holdings › Shares of chip designer Arm Holdings (NASDAQ:ARM) fell nearly 10% on Monday as a sell-off swept across artificial intelligence (AI) stocks. The slide followed a weekend essay from Anthropic CEO Dario Amodei arguing that the industry should slow the pace at which it improves AI model capabilities.
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