Arm Holdings (ARM) Current Deferred Revenue (2023 - 2026)
Arm Holdings' (ARM) quarterly Current Deferred Revenue came in at $939.0 million in Q2 2026, down 6.29% year-over-year from $1.0 billion in Q2 2025, and down 10.23% quarter-over-quarter from $1.0 billion in Q1 2026.
Analysis
Arm Holdings (ARM) Current Deferred Revenue (2023 - 2026) Analysis & Trends
Arm Holdings has disclosed Current Deferred Revenue across 4 years of filings, most recently posting $939.0 million for Q2 2026.
- In Q2 2026, Current Deferred Revenue fell 6.29% year-over-year to $939.0 million; the TTM figure through Jun 2026 stood at $939.0 million (down 6.29% YoY), while the FY2026 annual figure was $1.0 billion, up 14.82% from the prior year.
- Current Deferred Revenue came in at $939.0 million for Q2 2026 at Arm Holdings, down from $1.0 billion in the prior quarter.
- In the past five years, Current Deferred Revenue ranged from a high of $1.1 billion in Q1 2023 to a low of $911.0 million in Q1 2025.
- Average Current Deferred Revenue over 4 years is $980.8 million, with a median of $957.0 million recorded in 2023.
- Year-over-year, Current Deferred Revenue slipped 16.82% in 2024 and rose 14.82% in 2026.
- Over 4 years, Current Deferred Revenue stood at $957.0 million in 2023, then declined by 3.24% to $926.0 million in 2024, then increased by 13.5% to $1.1 billion in 2025, then dropped by 10.66% to $939.0 million in 2026.
- Per Business Quant data, the three most recent Current Deferred Revenue figures were $939.0 million in Q2 2026, $1.0 billion in Q1 2026, and $1.1 billion in Q4 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Nvidia | 5,260.79 Bn | 5,195.56 Bn | 72.14 Bn |
| 2 | Broadcom | 1,728.14 Bn | 1,704.17 Bn | 20.46 Bn |
| 3 | Advanced Micro Devices | 842.32 Bn | 829.21 Bn | 6.20 Bn |
| 4 | Arm Holdings | 280.94 Bn | 277.05 Bn | 1.25 Bn |
| 5 | Marvell Technology | 207.04 Bn | 203.10 Bn | 1.46 Bn |
| 6 | Qualcomm | 192.34 Bn | 184.04 Bn | 5.28 Bn |
| 7 | Monolithic Power Systems | 60.66 Bn | 59.25 Bn | 541.07 Mn |
| 8 | Astera Labs | 50.52 Bn | 49.27 Bn | 287.57 Mn |
| 9 | Credo Technology Group Holding | 30.60 Bn | 29.83 Bn | 309.08 Mn |
| 10 | Sitime | 16.85 Bn | 14.93 Bn | 99.14 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |