ARM (ARM Holdings) NonCurrent Deferred Revenue: $739 Mil (As of Jun. 2026)

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ARM ARM Holdings PLC ARM
72 GF Score
Price $280.56
GF Value $187.72
Valuation Significantly Overvalued
! 1 Warning Sign
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What is ARM Holdings NonCurrent Deferred Revenue?

ARM Holdings ARM +17.36% 72 NonCurrent Deferred Revenue is $739 Mil as of Jun. 2026. GuruFocus rates ARM with a GF Score™ of 72/100 and a GF Value™ of $187.72 (Significantly Overvalued). The stock has 1 warning sign investors should review.

Non-Current Deferred Revenue represents the non-current portion of deferred revenue amount as of the balance sheet date. Deferred revenue is a liability related to revenue producing activity for which revenue has not yet been recognized and is not expected be recognized in the next twelve months.

ARM Holdings's non-current deferred revenue for the quarter that ended in Jun. 2026 was $739 Mil.

ARM Holdings NonCurrent Deferred Revenue Related Terms

ARM Holdings NonCurrent Deferred Revenue Historical Data

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The historical data trend for ARM Holdings's NonCurrent Deferred Revenue can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

ARM Holdings NonCurrent Deferred Revenue Chart

ARM Holdings Annual Data
Trend Mar21 Mar22 Mar23 Mar24 Mar25 Mar26
NonCurrent Deferred Revenue
Get a 7-Day Free Trial 792.00 807.00 717.00 702.00 752.00

ARM Holdings Quarterly Data
Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
NonCurrent Deferred Revenue Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 742.00 734.00 720.00 752.00 739.00
ARM
72GF Score
ARM Holdings PLC ARM
NonCurrent Deferred Revenue is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a NonCurrent Deferred Revenue of $739 Mil mean?
ARM Holdings (ARM) has a NonCurrent Deferred Revenue of $739 Mil as of Jun. 2026. Deferred revenue is a liability related to revenue producing activity for which revenue has not yet been recognized and is not expected be recognized in the next twelve months. View historical data on ARM Holdings and its competitors.
Is ARM Holdings' NonCurrent Deferred Revenue too high?
ARM Holdings' current NonCurrent Deferred Revenue is $739 Mil. Overall, ARM Holdings has a GF Score™ of 72/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does ARM Holdings' NonCurrent Deferred Revenue compare to TXN and ADI?
ARM Holdings' NonCurrent Deferred Revenue of $739 Mil can be compared against companies in the Semiconductors industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good NonCurrent Deferred Revenue for a Semiconductors company?
A good NonCurrent Deferred Revenue depends on the Semiconductors industry context. However, NonCurrent Deferred Revenue should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high NonCurrent Deferred Revenue mean?
A high NonCurrent Deferred Revenue can signal that a stock is expensive relative to its fundamentals. Deferred revenue is a liability related to revenue producing activity for which revenue has not yet been recognized and is not expected be recognized in the next twelve months. View historical data on ARM Holdings and its competitors. ARM Holdings's current NonCurrent Deferred Revenue is $739 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is ARM Holdings stock overvalued right now?
Based on GuruFocus' analysis, ARM Holdings (ARM) is currently considered Significantly Overvalued. The stock's GF Value™ is $187.72, compared to a current price of $280.56 — trading 49.5% above its estimated fair value. The current NonCurrent Deferred Revenue is $739 Mil. ARM Holdings' overall GF Score™ is 72/100 with 1 warning sign to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is NonCurrent Deferred Revenue calculated?
NonCurrent Deferred Revenue is calculated from a company's financial statements. For ARM Holdings (ARM), the current NonCurrent Deferred Revenue is $739 Mil as of Jun. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is ARM Holdings (ARM) Overvalued in 2026?

Based on GuruFocus' analysis, ARM Holdings stock appears to be overvalued. The current stock price of $280.56 is trading 49.5% above its estimated GF Value™ of $187.72. GuruFocus considers ARM Holdings to be Significantly Overvalued.

Key valuation signals for ARM:

  • NonCurrent Deferred Revenue: $739 Mil
  • GF Value™: $187.72 vs. price of $280.56 (49.5% above fair value)
  • GF Score™: 72/100 with 1 warning sign

No single metric tells the full story. See the ARM stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

ARM Holdings Business Description

Other Exchanges ARMN:MexicoO9T:Germany
Address 110 Fulbourn Road, Cambridge, GBR, CB1 9NJ
Arm Holdings is the IP owner and developer of the Arm architecture, which is used in 99% of the world's smartphone CPU cores. It also has high market share in other battery-powered devices like wearables, tablets, and sensors. Arm licenses its architecture for a fee, offering different types of licenses depending on the flexibility the customer needs. Customers like Apple or Qualcomm buy architectural licenses, which allow them to modify the architecture and add or delete instructions to tailor the chips to their specific needs. Other clients directly buy off-the-shelf designs from Arm. Both off-the-shelf and architectural customers pay a royalty fee per chip shipped. In 2026, Arm announced the launch of its own CPU products on top of its existing royalty business.
72GF Score

Get the complete analysis for ARM

NonCurrent Deferred Revenue is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$280.56
Price
$187.72
GF Value