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.

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Arm Holdings Plc operates as a holding company, which engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm CPUs are the dominant processors in mobile devices, so the chipmaker should benefit as edge AI creates demand for more powerful mobile CPUs. Arm has been gaining share in personal computers and data center servers with help from customers like Alphabet, Amazon, Apple, and Microsoft.

An Artificial Intelligence (AI) Stock Some Investors See as the "Next Nvidia" Could Surge 130%, According to a Wall Street Analyst

U.S. chip stocks plummeted on Thursday, on track for their worst day since 2020, after a conservative forecast from Arm Holdings dampened investor optimism about artificial intelligence and data signaled a cooling economy.

Chip index collapses 8% as Arm punctures AI optimism

Arm Holdings plc was overvalued heading into FQ1'25 earnings, with the valuation based on AI hype and not forecasted growth rates. The chip company actually guided a potential sales slump in FQ2. The stock trades at 92x FY25 EPS targets, suggesting a valuation below $100 is warranted.

Arm Holdings Belongs Below $100

Goldman Sachs analyst Toshiya Hari reiterated a Buy rating on Arm Holdings ARM with a price target of $144, up from $143.

Arm Holdings Stock Poised for Expansion in AI and Auto Markets, Valuation Raises Concerns, Analysts Say

Analysts still see reason to be upbeat about Arm Holding PLC's potential, despite a miss on royalty revenue that's sending the chip designer's stock down about 17% in Thursday trading.

As Arm's stock slides, these analysts say to keep the faith

Arm reported quarterly results yesterday and beat sales and earnings expectations. Despite the beats, the stock is falling because performance failed to match higher-end targets on Wall Street.

Why Arm Stock Is Sinking Today

Arm Holdings shares slumped 16% in afternoon trading on Thursday, after the British chip firm's tepid revenue forecast sparked concerns it may not be immediately gaining from a boom in AI technologies like some of its peers.

Arm shares tumble as downbeat revenue forecast clouds potential AI upside

Arm Holdings stock is deep in the red Thursday after the chipmaker's full-year outlook fell short of Wall Street's expectations. Here's what you need to know.

Arm Stock Sinks as Soft Outlook Offsets AI-Fueled Earnings Beat

Arm Holdings PLC (NASDAQ:ARM)'s shares are set to open nearly 12% lower on the Nasda this Thursday despite topping ​​quarterly profit and sales forecasts and achieving the fourth consecutive quarter of record revenues. First-quarter earnings were better than expected for the Cambridge-based, SoftBank owned microchip maker, while second-quarter guidance also came in ahead of guidance.

Chipmaker Arm's record revenues not enough to stave off 12% share price flop

Arm Holdings designs energy-efficient microprocessors for electronic devices, but the stock dropped 8% after unchanged fiscal 2025 guidance. Arm's revenue growth rates point to 27% CAGR, but stock valuation at 60x next year's EPS is considered a high premium. Arm's prospects in AI, cloud computing, and smartphones are strong, but challenges in IoT and networking markets make valuation rich and require patience from investors.

Arm Holdings Earnings: Chipping Away At Investors' Patience

Arm stock sank following its first-quarter report despite strong revenue growth. The company's guidance came up short, and it announced that it will stop disclosing chip volumes.

It's the End of an Era for Arm Holdings. Should Investors Be Worried?

Shares of Arm Holdings plc ARM fell sharply in premarket trading on Thursday following the British chipmaker's release of its quarterly results after the market closed on Wednesday.

Arm Holdings Slumps Despite Q2 Beat: What's Driving Chipmaker's Stock Lower

Arm Holdings shares fell after earnings failed to maintain its sharp rally this year but J.P. Morgan analysts see reason for optimism.

Arm Stock Drops After Earnings. Why It's a Buying Opportunity, Says This Analyst.

Arm Holdings (ARM) shares plunged ahead of Thursday's opening bell after the British chip designer's light profit guidance overshadowed quarterly results that came in above expectations.

Watch These Arm Holdings Stock Price Levels Amid Post-Earnings Plunge

QUALCOMM

With both Alphabet and Microsoft reporting a double beat, why is Google stock down?

Qualcomm and Arm: Why Is One Down While the Other Is Soaring?

Arm Holdings plc (NASDAQ:ARM ) Q1 2025 Earnings Conference Call July 31, 2024 5:00 PM ET Company Participants Jeff Kvaal - VP of IR Rene Haas - CEO Jason Child - CFO Conference Call Participants Vivek Arya - Bank of America Securities Lee Simpson - Morgan Stanley Matt Ramsay - TD Cowen Mark Lipacis - Evercore Mehdi Hosseini - Susquehanna International Group Vijay Rakesh - Mizuho Charles Shi - Needham & Company David O'Connor - BNP Paribas Andrew Gardiner - Citi Chris Caso - Wolfe Research Operator Good day and thank you for standing by. Welcome to the Arm First Quarter Fiscal Year 2025 Webcast and Conference Call.

Arm Holdings plc (ARM) Q1 2025 Earnings Call Transcript

Arm Holdings (ARM) shares gave back Wednesday's gains in after-hours trading, dropping even as the chip-design company reported fiscal first-quarter earnings that were higher than expected.

Arm Holdings Stock Falls, Weighed Down by Earnings Guidance

Even as shares fall about 9%, chief financial officer says firm is seeing ‘more investment' in AI than ‘even 90 days ago'

Chip designer Arm Holdings reports 39% surge in revenue but shares fall

Arm Holdings PLC (NASDAQ:ARM) reported better-than-expected earnings for the fiscal first quarter after Wednesday's closing bell but shares of the UK-based chip designer plummeted after its guidance for the second quarter was merely in line with Street estimates. For Q2, Arm expects revenue between $780 million and $830 million, or $805 million at the midpoint, slightly ahead of estimates of $804.1 million.

Arm tops quarterly profit and sales forecasts, shares slump on guidance

Arm results exceeded expectations, but earnings guidance did not. The chip-design company has stopped reporting the number of chips reported as shipped each quarter.

Arm issues light earnings guidance as the company stops disclosing number of chips reported as shipped

Chip designer Arm beat analyst estimates for its fiscal first quarter. But Arm stock fell after its earnings outlook came up short.

Chip Designer Arm Clears June-Quarter Hurdles, Stumbles On Outlook

After rallying more than 8% in Wednesday's regular session as part of a broader semiconductor surge, Arm Holdings Plc. shares dropped more more than 6% in after-hours trading.

Arm earnings were mostly a beat, but chip maker falls short in one crucial segment

CAMBRIDGE, England--(BUSINESS WIRE)--Arm Holdings plc (NASDAQ: ARM), the company that is building the future of computing, has today published a letter to its shareholders containing the company's results for its fiscal first quarter and three months ended June 30, 2024. The letter is available on its investor relations website (https://investors.arm.com/financials/quarterly-annual-results). The shareholder letter will also be furnished to the Securities and Exchange Commission (SEC) on a Form.

Arm Holdings plc Reports Results for the First Quarter of the Financial Year Ended 2025

The artificial intelligence theme has gripped the market over the last year, with many scrambling for exposure. Many AI-related stocks have soared, but the tide has turned recently, with several of the stocks at the forefront of the trade losing steam lately.

Arm Holdings: Is the AI Stock a Buy Heading into Earnings?

Arm Holdings' (ARM) Q1 Royalty revenues are anticipated to have gained from growth in the smartphone market.

News for ARM Holdings PLC Stock (ARM)