ARM Holdings PLC

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

ARM reports stellar Q4 results, eyes $4B revenue, and automotive growth

ARM's Q4 2024 showcased remarkable revenue growth, strong partnerships, and a promising outlook for future expansion and market leadership.
While facing challenges such as delayed bookings and lower volume expectations, ARM's strategic strengths and growth opportunities position them well for continued success.
With a focus on innovation, market diversification, and revenue growth targets, ARM remains confident in its growth trajectory and market positioning.

ARM reports record Q1 earnings, eyes growth in AI and partnerships

ARM Holdings PLC delivered impressive financial performance in Q1 2025, marked by record revenue growth and strong guidance for the upcoming quarters.
The company's strategic focus on key growth drivers like AI, v9 adoption, and smartphone royalties positions it well for sustained success in diverse markets.
While facing challenges in addressing analyst inquiries and maintaining growth momentum, ARM remains poised to capitalize on opportunities through strategic partnerships and market expansion.

ARM surpasses revenue expectations, poised for growth amid AI demand

ARM Holdings PLC demonstrated strong performance in royalty revenue growth and exceeded revenue expectations in Q2 2025.
While facing challenges such as declining licensing revenue and ongoing litigation, ARM's future outlook remains positive driven by AI demand.
Opportunities lie in leveraging technological advancements like Armv9 adoption and expanding into new markets to sustain growth and market leadership.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

QUALCOMM

A jury in U.S. federal court in Delaware on Friday said it was deadlocked on one of the questions that it has been asked to resolve in Arm Holdings' , lawsuit against Qualcomm , but is still deliberating the two other questions before it.

US jury deadlocked in Arm trial against Qualcomm, still deliberating

Marvell Technology

It's an important lesson in business -- companies that fail to adapt fall behind. One familiar example is Blockbuster Video, which could have purchased Netflix for $50 million, but the CEO didn't see any value in the idea.

Should You Forget Intel and Buy 2 Artificial Intelligence (AI) Stocks Right Now?

Lawyers for Arm Holdings , and Qualcomm are set to make closing arguments on Friday in a case that could upend Qualcomm's push into the PC market with a chip meant to rival Apple and Intel on speed.

Arm, Qualcomm to make closing cases in chip license dispute trial

Internal Qualcomm documents showed the chip firm estimated it could eventually save as much as $1.4 billion a year on payments to Arm , by purchasing a little-known startup in 2021, according to evidence shown at a trial on Wednesday.

Qualcomm saw Nuvia buy as chance to save $1.4 billion a year on Arm fees, CEO tells jury

Attorneys for Arm , and Qualcomm grilled a former Apple executive on Tuesday about a key question for the future of the chip industry: Who owns the intellectual property built on top of Arm's computing architecture?

Arm, Qualcomm lawyers grill ex-Apple exec in chip design battle

Arm and Qualcomm are heading to trial this week in Delaware after two years of legal disputes. The legal battle over a licensing agreement puts Arm in conflict with one of its largest customers.

Why Arm and Qualcomm's legal battle could have big implications for the chip world

The trial in a legal battle between Arm and Qualcomm that could disrupt a wave of artificial intelligence PCs is set to begin on Monday in a Delaware courtroom.

Arm-Qualcomm trial set to begin over chip contract dispute

AppLovin Corp

Constellation Energy Corp

NVIDIA

Investors have had much to celebrate in 2024. The tech-centric Nasdaq-100, which tracks the performance of the 100 largest nonfinancial companies in the Nasdaq Composite, has gained 28% (as of Dec. 12).

These Are the 5 Top-Performing Stocks in the Nasdaq-100 With 2024 Almost Over

Given the recent surge in ARM shares, we evaluate the stock's current position to determine whether it presents a good investment opportunity.

ARM Stock Surges 97% Year to Date: Is it the Right Time to Buy?

Arm Holdings (ARM 3.38%) licenses its proprietary technology and generates lucrative fees.

Is Arm Holdings an Undervalued AI Stock to Buy?

Shopify

Shares of Palantir Technologies (PLTR 2.29%) have more than quadrupled year to date over unrelenting demand for the company's new artificial intelligence platform. However, the median price target on the stock implies 48% downside.

Prediction: 2 AI Stocks Will Be Worth More Than Palantir by Year's End in 2025

Applied Materials

Palantir Technologies

Palantir Technologies (PLTR 6.22%) has witnessed a tremendous increase in its market value in 2024 thanks to a remarkable surge of 313% in the company's stock price so far this year.

Prediction: 2 Stocks That Will Be Worth More Than Palantir Technologies 1 Year From Now

Intel

Taiwan Semiconductor Manufacturing

Investors don't seem to know what to do with Intel's (INTC -5.28%) recent CEO announcement.

These 2 Chip Stocks Are Set to Capitalize on Intel's CEO Crisis

The artificial intelligence (AI) stock craze, although it's moderated some in recent times, is a long-tail trend that began around two years ago. Many investors are understandably convinced that the technology is going to be ubiquitous before long, and they're still scrambling to find investments that might take good advantage of this trend.

Is AI Stock Arm Holdings Going to $160? 1 Wall Street Analyst Thinks So.

The semiconductor space has had its fair share of big winners this year, with Arm Holdings (ARM 0.69%) among them. Its stock price is up nearly 79% in 2024 as of this writing.

Is Arm Holdings Stock a Buy Now?

Intel Corp (NASDAQ:INTC, ETR:INL) revealed that its near-$8 billion in US government subsidies come with restrictions on its ability to sell down its share of its chipmaking division following a spin-out. According to a securities filing, Intel must retain at least 50.1% ownership of Intel Foundry Services if it is spun off as a private company.

Intel's US govt subsidies linked to holding major stake in chipmaking arm

Arm Holdings PLC (NASDAQ:ARM) is a strong growth opportunity fueled by AI expansion, UBS analysts believe. The company's growing market share in PCs and data centers and durable returns on R&D investments has earned it a ‘Buy' rating in initial coverage from the investment bank.

Arm Holdings earns a Buy from UBS as AI expansion fuels growth opportunities

Arm Holdings (ARM 2.89%) is one of the best-performing artificial intelligence (AI) stocks of the last year, trading up 119%.

Every Arm Holdings Investor Should Keep an Eye on This Number

UBS initiated coverage of Arm Holdings PLC (NASDAQ: ARM) today with a Buy rating and a $160 price target, implying an 18% upside. UBS highlighted the growing demand for Arm's intellectual property in AI, cloud computing, and data centers as key drivers of future growth.

UBS initiates coverage on ARM with a Buy rating and $160 target: can it reach there?

Arm Holdings shares are down 2.69% since the last time I wrote on them, likely due to increasing competition and risks from the Qualcomm lawsuit, making them too expensive. The Qualcomm lawsuit is critical as it could lead to Qualcomm moving to open-source chip designs, impacting Arm's revenue. ARM's valuation is high, with a forward P/E ratio 238.57% above the sector median, making shares overpriced.

Arm Holdings: Qualcomm Lawsuit Is Big

Billionaires Are Lining Up Behind This High-Flying AI Stock. Is It a Buy?

Arm Holdings operates under a distinctive licensing model, licensing its CPU architectures rather than manufacturing chips. This strategy delivers several key advantages: it provides a more predictable revenue stream based on royalties, it reduces capital expenditure, and it enables the company to concentrate on continuous innovation.

Arm Holdings: Buy the Dip or Wait for a Better Price?

Plug Power

Roku

The sellers have not only overshot their targets but have done so at the worst possible time.

3 Growth Stocks Down 84%, 28%, and 97% to Buy Right Now

Arm Holdings benefits from strong AI spending, but sluggish smartphone shipments could hinder royalty revenue growth, impacting the stock's 71% YTD increase. Armv9 and CSS architectures are driving royalty revenue growth, but slower v9 adoption and smartphone market weakness are near-term challenges. Despite robust fundamentals and potential in AI data centers and automotive markets, Arm's stock is expected to remain range-bound until smartphone markets improve.

Arm's AI Catalysts Are Robust, But Near-Term Pressures Remain

Nvidia Has 65% of Its Portfolio Invested in 1 Brilliant Artificial Intelligence (AI) Stock

News for ARM Holdings PLC Stock (ARM)