A
Arcline Semiconductor
ARCL 2026 Q3 Earnings Call
Thu, Nov 13, 2025, 04:30 AM GMT+7
Revenue
$18.7B(est.)
$19.4B
Beat +3.74%
EPS
$2.31(est.)
$2.31
Match
1d Price Move:
2.68%
Current Price:
$146.72
Listening
- Arcline reported Q3 revenue of $19.4 billion, up 41% year over year, with record foundry-services revenue of $12.8 billion (up 53% YoY) on sustained demand for edge-inference silicon.
- Forward-looking: Q4 revenue is guided to $21.6 billion (+/- 2%), implying 11% sequential growth, with gross margin projected at 62.4% GAAP and 64.1% non-GAAP; no Kaohsiung packaging revenue is assumed.
- Management sees visibility to $96 billion in Meridian- and Solaris-class orders from late 2025 through the end of 2027, with upside from pending agreements (Northvale, Pelagic) and a projected $700–900 billion annual accelerator build-out by 2031.
- The company is executing large-scale fab and advanced-packaging projects (aggregate of 1.8 million wafer starts) with partners across Ironwood Robotics, Pelagic Software, and Summit Grid, plus continued expansion into automotive, industrial vision, and grid-sensing markets.
- Arcline maintains disciplined cash-flow management, plans continued buybacks at roughly $2.4 billion per quarter, and strategic investments in ecosystem partners, emphasizing its position as the only 2nm-class architecture supporting both training and low-power inference on one process node.
ARCL
ARCL Q3 2026 Earnings Call