Executive VP & CFO, Arm Holdings
Search every verified Jason Child interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Jason Child, chief financial officer of Arm Holdings, has been a central figure in the company’s recent earnings calls, where he has discussed record financial results and the company’s strategic positioning in the AI market. In the first quarter of fiscal 2027, Arm reported revenue of $1.29 billion, a 22% year-over-year increase, with record licensing and royalty revenue. Child noted that the company’s guidance for the year reflects expectations of continued growth, though he indicated that royalty growth might land in the "high teens" rather than the previously anticipated 20%. He also addressed the company’s new Arm AGI CPU business, stating that demand for the product now exceeds $2 billion, up from earlier projections, and that the company’s confidence in fulfilling that demand has increased. Child has also spoken about the broader market opportunity for Arm, particularly in data centers. He has cited estimates that the data center CPU market could exceed $100 billion by 2030, driven by the shift from human-based queries to continuous agent-driven workloads, which require more CPU capacity. In a podcast interview, Child discussed the predictability of Arm’s business model, noting that the company retains 99.5% of its customers and that 85% of its royalties for the next five years are already under contract. He also emphasized the importance of curiosity and embracing AI tools for learning and growth, while cautioning about the need to verify information to avoid hallucinations.
ARM Holdings PLC (ARM) — Q1 FY27 Earnings Call Live coverage with Benzinga. Q1 FY27 Results EPS: $0.45 (est. $0.36) — inline Revenue: $1.29B (est. $1.27B) — inline Reported: 2026-07-29 Recent Quarters Q4 FY26 (2026-05-06): EPS $0.60 vs est $0.54 · Rev $1.49B vs est $1.47B Q3 FY26 (2026-02-04): EPS $0.43 vs est $0.33 · Rev $1.24B vs est $1.23B Q2 FY26 (2025-11-05): EPS $0.39 vs est $0.26 · Rev $1.14B vs est $1.06B Q1 FY26 (2025-07-30): EPS $0.35 vs est $0.28 · Rev $1.05B vs est $1.05B About ARM Holdings PLC Arm Holdings is the IP owner and developer of the Arm architecture, which is used in…
In this in-depth interview, Jason Child, CFO of Arm, shares insights on the rapid evolution of AI, its impact on infrastructure, and strategic approaches for businesses to adapt. Discover how AI is transforming hardware, software, and organizational workflows, and learn practical advice for CEOs navigating this technological revolution. Special Guest Jason Child, CFO, Arm
05/06/2026 Q&A: 14:40 Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers. The company is involved in the licensing, marketing, research, and development of microprocessors, systems intellectual property (IPs), graphics processing units, physical IP and associated systems IPs, software, tools, and other related services. It also offers arm central processing units, accelerators, system IP products, and compute platform products, as well as development tools and software. T…
As Arm Holdings (ARM) maneuvers into silicon production and CPU development, EVP and CFO Jason Child explains why agentic AI offers enough demand for Arm to enter the chipmaking race. He believes the company's specialization in building specific parts of CPUs, to crating the entire chip, gives Arm customization opportunities some competitors don't have. "There's nobody like us," Jason says, showing strong conviction in the company's $15 billion revenue guidance through 2031. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Min…
Jason Child, CFO of Arm Holdings (ARM), talks about the company's recent earnings which he says got a boost from mega caps ...
Arm Holding's architecture, based on reduced instruction set computing (RISC), today powers billions of devices – from sensors, smartphones and laptops to vehicles, datacenters and beyond. Join Nelson Repenning of MIT Sloan and Jason Child of Arm Holdings Learn how this technology, discovered over four decades ago and born out of simplicity, elegance and parsimony, laid the groundwork for a new era of efficient, scalable technology.
Here's your preview of what AI means in the chip business and other industries within the next five years. Learn here from ARM's ...
Watch Part 2: https://youtu.be/gIx5GBkC8g4 How do elite tech execs show leadership? Jason Child has worked in ...
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