Arm Holdings plc (ARM) Q2 2026 Earnings Call November 5, 2025 5:00 PM EST
Company Participants
Jeff Kvaal Rene Haas - CEO & Director Jason Child - Executive VP & CFO
Conference Call Participants
Sebastien Cyrus Naji - William Blair & Company L.L.C., Research Division Joseph Quatrochi - Wells Fargo Securities, LLC, Research Division James Schneider - Goldman Sachs Group, Inc., Research Division Ross Seymore - Deutsche Bank AG, Research Division Vivek Arya - BofA Securities, Research Division Timm Schulze-Melander - Rothschild & Co Redburn, Research Division Harlan Sur - JPMorgan Chase & Co, Research Division Sreekrishnan Sankarnarayan…
Arm Holdings plc (ARM) Q2 2026 Earnings Call November 5, 2025 5:00 PM EST
Company Participants
Jeff Kvaal Rene Haas - CEO & Director Jason Child - Executive VP & CFO
Conference Call Participants
Sebastien Cyrus Naji - William Blair & Company L.L.C., Research Division Joseph Quatrochi - Wells Fargo Securities, LLC, Research Division James Schneider - Goldman Sachs Group, Inc., Research Division Ross Seymore - Deutsche Bank AG, Research Division Vivek Arya - BofA Securities, Research Division Timm Schulze-Melander - Rothschild & Co Redburn, Research Division Harlan Sur - JPMorgan Chase & Co, Research Division Sreekrishnan Sankarnarayanan - TD Cowen, Research Division Lee Simpson - Morgan Stanley, Research Division
Presentation
Operator
Good day, and thank you for standing by. Welcome to the Arm Second Quarter Fiscal Year 2026 Webcast and Conference Call. [Operator Instructions] Please be advised that today’s conference is being recorded.
I would now like to turn the conference over to your first speaker today, Jeff Kvaal, VP, Investor Relations. Please go ahead.
Jeff Kvaal
Thank you, Sharon, and welcome, everyone, to our earnings conference call for the second quarter of fiscal ’26. On the call are Rene Haas, Arm’s Chief Executive Officer; and Jason Child, Arm’s Chief Financial Officer.
During the call, Arm will discuss forecasts, targets and other forward-looking information regarding the company and its financial results. While these statements represent our best current judgment about future results and performance, our actual results are subject to many risks and uncertainties that could cause results to differ materially. In addition to any risks that we highlight during this call, important risk factors that may affect our future results and performance are described in our registration statement on Form 20-F filed with the SEC. Arm assumes no obligation to update any forward-looking statements.
We will refer to non-GAAP financial measures during the discussion. Reconciliations of