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Annualized Contract Value
Measures the yearly value of all active contracts, highlighting the company's revenue potential and customer commitment levels.ACV has meaningfully accelerated, rising roughly in line with management’s disclosed ~22% YoY growth and reflecting broad licensing and data‑center design wins (including Arm AGI CPU demand). That strengthens Arm’s booked revenue runway and validates its bullish multi‑year targets, but don’t ignore execution risks: large license lumpiness and current supply/capacity constraints could delay conversion of ACV into recognized revenue and royalties, so short‑term quarter-to-quarter revenue may stay volatile despite healthy underlying demand.
Date | Global Market Intelligence |
|---|---|
Mar 31, 2026 | $1.66B |
Dec 31, 2025 | $1.62B |
Sep 30, 2025 | $1.60B |
Jun 30, 2025 | $1.53B |
Mar 31, 2025 | $1.36B |
Dec 31, 2024 | $1.27B |
Sep 30, 2024 | $1.25B |
Jun 30, 2024 | $1.19B |
Mar 31, 2024 | $1.18B |
Dec 31, 2023 | $1.16B |