{"ticker":"ARM","source_url":"https://www.sec.gov/Archives/edgar/data/1973239/000197323926000142/0001973239-26-000142-index.htm","company":"Arm Holdings plc","period":"Q2 FY2027","period_end":"2026-09-30","filing_type":"earnings / 6-K package","filing_date":"2026-11-04","accession":"0001973239-26-000142","comparison_basis":"FREE SAMPLE: one change in full (item 4, as in the paid card, with the disclaimer moved to the card-level disclaimer field), the others as teasers with category, section and materiality, plus direction, a size bucket and magnitude_basis where the paid card's own figures give them. The paid card has every change in full, each with figures and a source line.","changes":[{"id":1,"access":"teaser","category":"segment","direction":"increase","magnitude":"$100M-$1B","magnitude_basis":"prior_period_pair","section":"6-K","materiality":"high"},{"id":2,"access":"teaser","category":"earnings","section":"6-K","materiality":"high"},{"id":3,"access":"teaser","category":"segment","direction":"increase","magnitude":"50-100%","magnitude_basis":"stated_yoy_change","section":"6-K","materiality":"high"},{"id":4,"category":"other","summary":"The shareholder letter states that, for the first time, Arm's partners reported more than 10 billion Arm-based chips shipped during the quarter, an increase of 1.5 billion chips year over year.","materiality":"medium","citation":"6-K filed 2026-11-04 (acc. 0001973239-26-000141), Exhibit 99.2 shareholder letter, section 'More Compute, More Value for Arm'","why_it_matters":"Unit shipments, as reported by partners in the furnished letter, moved up; they are not a GAAP revenue line.","access":"full"},{"id":5,"access":"teaser","category":"guidance","section":"6-K","materiality":"medium"},{"id":6,"access":"teaser","category":"other","direction":"increase","magnitude":"$100M-$1B","magnitude_basis":"prior_period_pair","section":"6-K","materiality":"low"}],"new_material_items_count":6,"high_materiality_count":3,"generated_at":"2026-11-12T11:34:03.880Z","access":"teaser","gated_fields":["changes[].summary","changes[].citation","changes[].why_it_matters"],"hidden":{"changes":5,"high_materiality":3},"buy_with":{"tool":"get_filing_delta","args":{"ticker":"ARM"},"price_usd":0.05},"disclaimer":"Not investment advice."}