Arm Holdings (ARM) Current Deferred Revenue (2023 - 2026)

Arm Holdings (ARM) posted Current Deferred Revenue of $939.0 million for Q2 2026, down 10.23% sequentially from $1.0 billion in Q1 2026, and down 6.29% YoY from $1.0 billion in Q2 2025.

Arm Holdings (ARM) Current Deferred Revenue (2023 - 2026) Analysis & Trends

Arm Holdings has reported Current Deferred Revenue for 4 years, with the latest figure at $939.0 million in Q2 2026.

  • Quarterly Current Deferred Revenue fell 6.29% year-over-year to $939.0 million in Q2 2026, while the trailing twelve-month figure through Jun 2026 was $939.0 million (down 6.29% YoY) and the FY2026 annual result came in at $1.0 billion, up 14.82% from the prior year.
  • Current Deferred Revenue eased to $939.0 million in Q2 2026 per ARM's latest filing, from $1.0 billion in the prior quarter.
  • Over five years, Current Deferred Revenue peaked at $1.1 billion in Q1 2023 and troughed at $911.0 million in Q1 2025.
  • A 4-year average of $980.8 million and a median of $957.0 million in 2023 frame the typical range for Current Deferred Revenue.
  • The sharpest annual moves came in 2024 and 2026: Current Deferred Revenue dropped 16.82% in 2024, then gained 14.82% in 2026.
  • Over 4 years, Current Deferred Revenue stood at $957.0 million in 2023, then retreated by 3.24% to $926.0 million in 2024, then gained by 13.5% to $1.1 billion in 2025, then fell by 10.66% to $939.0 million in 2026.
  • According to Business Quant data, Current Deferred Revenue over the past three periods registered $939.0 million, $1.0 billion, and $1.1 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Taiwan Semiconductor Manufacturing 10,545.90 Bn 10,447.64 Bn 23.77 Bn
2 Nvidia 5,009.72 Bn 4,966.24 Bn 61.16 Bn
3 Broadcom 1,857.88 Bn 1,838.25 Bn 15.42 Bn
4 Micron Technology 938.47 Bn 912.45 Bn 35.06 Bn
5 Advanced Micro Devices 789.52 Bn 777.17 Bn 5.42 Bn
6 Intel 463.88 Bn 434.15 Bn 6.51 Bn
7 Aeluma 302.44 Bn 302.40 Bn 386,000.00
8 Arm Holdings 254.34 Bn 250.45 Bn 1.25 Bn
9 Texas Instruments 245.02 Bn 238.02 Bn 3.35 Bn
10 Analog Devices 176.28 Bn 172.84 Bn 2.44 Bn

Historic Data

Download Data
DateValue
Jun 30, 2026 939.00 Mn
Mar 31, 2026 1.05 Bn
Dec 31, 2025 1.05 Bn
Sep 30, 2025 1.03 Bn
Jun 30, 2025 1.00 Bn
Mar 31, 2025 911.00 Mn
Dec 31, 2024 926.00 Mn
Sep 30, 2024 922.00 Mn
Jun 30, 2024 924.00 Mn
Mar 31, 2024 915.00 Mn
Dec 31, 2023 957.00 Mn
Sep 30, 2023 1.03 Bn
Mar 31, 2023 1.10 Bn