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 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.

ASML Hld

Micron Technology

On Tuesday, the Institute for Supply Management released its Manufacturing Purchasing Managers' Index for August, and the results were worse than expected. The contraction in U.S. manufacturing rekindled fears of an economic slowdown or recession.

Why Micron, Arm Holdings, and ASML Holdings Crashed Today

NVIDIA

Nvidia stock fell on Thursday in spite of a strong earnings report. Another AI stock, Arm Holdings, rose on the news.

Sell Nvidia, Buy Arm?

Broadcom

Microsoft

Investors have had concerns that the pace of AI adoption might slow after a blistering run since early last year. These fears sent fair-weather investors to the sidelines in recent weeks, sending many AI-related stocks lower.

Why Artificial Intelligence (AI) Stocks Arm Holdings, Microsoft, and Broadcom Rallied on Thursday

Nvidia will remain the top AI stock for the foreseeable future. Broadcom's AI-oriented chips will boost its sales over the next few years.

3 Artificial Intelligence (AI) Stocks to Buy if the Fed Lowers Interest Rates

Coinbase

Wayfair

Earnings season saw many companies surpass expectations, but some suffered significant drops this past reporting season.

Confirmed: Dump These 3 Stocks Now

Nvidia graphics processing units (GPUs) are the leading AI accelerators, but the chipmaker is also monetizing AI with adjacent hardware, subscription software, and cloud services. Arm central processing units (CPUs) are ubiquitous in smartphones and widely used in other mobile devices, but its chips are also gaining market share in data centers.

Nvidia, Arm, or Broadcom: The Best AI Semiconductor Stock to Buy Now, According to Wall Street

Nvidia dominates the data center AI chip market, which a competitor's CEO projects will have a 73% compound annual growth rate through 2027. Arm's chip architecture is very energy-efficient, a big advantage because AI has substantial energy requirements.

2 Best Artificial Intelligence (AI) Stocks to Buy Now: AI Chip Edition

Dutch Bros

DraftKings

Online sports betting isn't exactly new, but DraftKings still has several more years of measurable growth in its future. It's unlikely you'll own any technology that doesn't utilize at least some of Arm Holdings' intellectual know-how.

3 Stocks That Could Turn $1,000 Into $5,000 by 2030

Arm Holdings has a high historical revenue growth of 18% and we expect its growth to accelerate moving forward to 22% annually. We see its strong license and royalty revenue growth supported by increasing adoption of Arm's chip architecture, driven by cost and energy efficiency advantages and strong partnerships. Despite a rising market share of Arm chips being used compared to competitors and terrific growth, we find the company fairly valued at current prices.

Arm Holdings: Super Growth But Fairly Valued

Semiconductor stocks are some of the biggest winners from the artificial intelligence (AI) revolution. Arm Holdings is among them, and its key performance indicators suggest continued long-run demand.

When You Look Back in 10 Years, You'll Wish You'd Bought This Unstoppable Artificial Intelligence (AI) Stock

Arm Holdings is the third-best performer of 2024 in AI-related semiconductor stocks with a 56% YTD return, behind only Nvidia and Taiwan Semiconductor. Arm dominates in the mobile market, with more than 99% market share, but in some of Arm's smaller end markets the company faces steeper competition from x86-based players. Arm trades at more than 33x forward revenue, a 40% premium to Nvidia's 24x forward revenue multiple.

Arm Stock: Buy Its Customers, Not The Stock

Elliott Investment Management recently exited Nvidia and started a new position in Arm Holdings. The fund has recently been critical of the potential of AI, calling it "overhyped.

Billionaire Paul Singer Just Sold Nvidia to Buy This Chip Stock

Palantir Technologies

Taiwan Semiconductor Manufacturing

Palantir Technologies is becoming a leader in developing AI software. Taiwan Semiconductor Manufacturing is poised to grow along with the broader semiconductor industry.

3 Artificial Intelligence (AI) Companies to Watch Amid the Tech Stock Sell-Off

Investors have been waiting for signs the Fed could begin cutting interest rates. Inflationary pressures eased in July, boosting expectations for a September rate cut.

Why Arm Holdings, Broadcom, and Other Artificial Intelligence (AI) Stocks Rallied Thursday Morning

QUALCOMM

Is there an artificial intelligence (AI) stock bubble that's only starting to burst, or is the latest sell-off nothing more than a healthy, much-needed correction? That's the big question on investors' minds as they contemplate buying the dip in previously heated growth plays that are starting to show signs of bottoming out.

AI Bubble or Deep Value? 3 Semi Stocks to Watch After Last Week's Plunge

A growing number of companies are using Palantir's AI software platforms to save money. Arm Holdings is a global leader in chip technology that is seeing growing demand in AI data centers.

2 AI stocks to Buy Now With $200

Intel

Intel has sold its 1.18 million stake in British chip company Arm Holdings, a regulatory filing showed. The company is in the midst of restructuring and cost-cutting efforts as the it struggles to keep up with competitors in the chip race.

Intel sells stake in UK chip designer Arm amid company-wide restructuring and cost cuts

Intel has sold its 1.18 million shares in British chip designer Arm Holdings , a regulatory filing showed on Tuesday.

Intel sells stake in chip designer Arm Holdings

While Intel INTC owned about 1.8 million Arm shares ARM earlier this year, it held no position as of the end of the June quarter, the company's latest 13-F filing showed. Major investors and companies with significant public holdings are required to provide quarterly updates on the positions, and Intel's update came out late Tuesday morning.

Intel has sold its stake in Arm after a big rally for the chip-design stock

Alphabet

Skechers U.S.A.

Earnings season is always exciting for investors, with companies finally unveiling what's transpired behind the scenes.

3 Companies Breaking Quarterly Records: GOOGL, SKX, ARM

Applied Materials

Before considering which semiconductor stocks to buy on the dip, it's important to understand why chip stocks have been falling since the beginning of July. Consider three intertwined reasons.

3 Semiconductor Stocks to Buy on the Dip: August 2024

Lululemon Athletica

McDonald's

Last week witnessed a sharp decline in major stock indexes following a disappointing jobs report that heightened concerns over a potential recession. This market downturn, highlighted by downgraded stocks, which was mostly evident on Friday, marked a deviation from the generally robust performance stocks had exhibited earlier in the year.

3 High-Profile Stock Downgrades Investors Should Watch: LULU, MCD and ARM

Amid the recent decline in Arm Holdings (ARM) shares, investors are pondering whether the stock's current position offers a promising investment opportunity. Here???s what to know.

Arm Holdings (ARM) Down 33% in a Month: Should You Buy the Dip?

Arm Holdings isn't your typical semiconductor company. Its business model is tremendous, and it has AI tailwinds.

Arm Holdings Plummets 40% Amid the Sell-Off, Is It a Strong Buy Now?

Advanced Micro Devices

Arm Holdings delivered impressive revenue growth last quarter and it is building a robust revenue pipeline thanks to the growing demand for its AI-specific chip architecture. AMD's latest results also provide evidence of the company's growing influence in the AI chip market.

News for ARM Holdings PLC Stock (ARM)