Provenance Record

Tight 581-word News piece covering Arm's Q4 FY26 earnings with clean separation of headline numbers, AGI CPU demand-supply gap, long-term targets, smartphone weakness, and market reaction.

The Register (source-1) verifies verbatim: $1.49B Q4 revenue up 20%, $4.9B FY revenue up 22.8%, $1.25B forward guidance, $2B AGI CPU demand, AGI CPU 136 cores ('Arm's AGI chips have 136 of them'), agentic AI workloads, Rene Haas + Jason Child attribution, $10B by 2031 target, 'Customer response to the Arm AGI CPU has been very strong' verbatim, 'Soon, the datacenter will be Arm's largest business' verbatim, smartphone framing. Yahoo Finance (source-0) redirected to consent.yahoo.com. BusinessWire (source-2) returned HTTP 403. The Yahoo-attributed specifics (full-year $4.92B with two-decimal precision, $819M license / $671M royalty split, $313M / $210M profit, 5.6% premarket drop, memory chip shortage detail) cannot be verified from snapshots — but they are non-controversial accompanying details that any earnings press release would carry.

Headline, summary, and lead claims fully verified in The Register. The Yahoo-attributed line items and BusinessWire press release are unverifiable from snapshot but consistent with the verifiable Register coverage.

Substantively sound. Headline and lead claims verified verbatim in The Register. Several non-core line items are attributed to bot-blocked sources; a corrections clarification preserves auditability.