Arm Holdings reports 20% year-over-year revenue growth in Q1 2026, while Qualcomm’s revenue declines 3.5% amid strategic shifts.
Arm Holdings posted a 20% year-over-year revenue increase in the first quarter of 2026, driven by strong demand for its chip designs. The company’s licensing and royalty-based model delivered a 21% net income margin for the period.
Qualcomm, meanwhile, saw revenue fall 3.5% year over year in Q1 2026, reflecting a strategic pivot away from handsets toward automotive, IoT, and data center markets. The company maintained a 70% net income margin despite the decline.
Both firms are positioning for growth in AI-driven markets, with Arm’s steady expansion contrasting Qualcomm’s revenue volatility as it transitions its business focus.