Arm Holdings plc (ARM) Q1 2027 Earnings Call Transcript

SA Transcripts 161.33K Followers Follow Arm Holdings plc ( ARM ) Q1 2027 Earnings Call July 29, 2026 5:00 PM EDT Company Participants Ian Thornton - Vice President of Investor Relations Rene Haas - CEO & Director Jason Child - Executive VP & CFO Conference Call Participants Joseph Quatrochi - Wells Fargo Securities, LLC, Research Division Sebastien Cyrus Naji - William Blair & Company L.L.C., Research Division Gary Mobley Thomas O'Malley - Barclays Bank PLC, Research Division Vivek Arya - BofA Securities, Research Division Vijay Rakesh - Mizuho Securities USA LLC, Research Division Yu Shi - Needham & Company, LLC, Research Division Kinney Chin - TD Cowen, Research Division Timm Schulze-Melander - Rothschild & Co Redburn, Research Division Presentation Operator Good day and thank you for standing by. Welcome to the Arm First Quarter Fiscal Year 2027 Webcast and Conference Call. [Operator Instructions] Please be advised that today's conference is being recorded. I would now like to hand the conference over to your first speaker today, Ian Thornton, Vice President of Investor Relations. Ian Thornton Vice President of Investor Relations Thank you, and welcome to our first quarter fiscal '27 earnings call. On the call are Rene Haas, Arm's Chief Executive Officer; and Jason Child, Arm's Chief Financial Officer. Today's call contains forward-looking information about the company and its financial results. While these statements represent our best current judgment, our business is subject to many risks and uncertainties that could cause actual results to differ materially. Important risk factors that may affect our business and future financial results are described in our annual report on Form 20-F filed with the SEC. Arm assumes no obligation to update any forward-looking statements. We will also refer to non-GAAP financial measures. Reconciliations of these non-GAAP financial measures to the most directly comparable GAAP measures can be found in our shareholder letter as can a discussion of certain projected