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.

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.

Will Top-Line Improvement Aid Arm Holdings' (ARM) Q1 Earnings?

BigBear.ai Holdings

iRobot

As artificial intelligence (AI) continues transforming industries, the hype around AI stocks has reached feverish levels. Several AI stocks are now trading at sky-high valuations, increasing new investors' downside risks.

3 AI Stocks to Sell Before You Regret It

Shares in chip design giant Arm Holdings (ARM), which reports quarterly results after Wednesday's close, tumbled more than 5% on Monday after receiving a downgrade from HSBC, accelerating their retreat from a record high earlier this month.

Watch These Arm Stock Price Levels as Selloff Accelerates After Downgrade

Arm Holdings (ARM) is set to report first-quarter earnings after the bell on Wednesday, with investors likely watching for updates on its royalty revenue and reported artificial intelligence (AI) chip development.

What You Need To Know Ahead of Arm's Earnings Report

We expect Arm Holdings' (ARM) continued top-line strength in the first quarter of fiscal 2025, driven by both Royalty and License revenues.

Arm Holdings (ARM) Stock: Buy or Sell Before Q1 Earnings?

One Wall Street investment bank has concerns about Arm's potential. However, the analysts' focus is on the short term.

Why Artificial Intelligence (AI) Stock Arm Holdings Slumped Today

In fact, shares could head lower from here, according to HSBC analyst Frank Lee, who downgraded them to reduce from hold on Monday. His new price target of $105, up slightly from $100, was still about 30% below where shares closed on Friday.

Why Arm's stock just got a downgrade after its big rally

In a recent shift that has stirred investor sentiment, HSBC has downgraded ARM Holdings PLC (NASDAQ: ARM) from ‘Hold' to ‘Reduce'. The new price target for ARM is set at $105, down from the previous $100, amid concerns about the company's high valuation and a slowing market for Android smartphones.

HSBC downgrades ARM Holdings ahead of Q1 earnings: Should you sell or hold?

Trade Desk

The Trade Desk has delivered impressive gains since going public, and it could continue to do so thanks to the huge opportunity in programmatic advertising. Arm Holdings went public last year, and the stock has already more than doubled.

Got $1,000? 2 Top Growth Stocks to Buy That Could Double Your Money.

Arm stock is losing ground following recent coverage from Deutsche Bank. The bank's analyst issued a hold rating on Arm and kept a relatively low price target on the stock.

Why Arm Holdings Stock Is Falling Today

Advanced Micro Devices

Intel

A trio of microchip earnings next week will provide a comprehensive overview of the current state of global chipmaking demand at a time when artificial intelligence applications are supercharging the thirst for compute. Nasdaq-listed, SoftBank-owned, British smartphone microchip monopolist Arm Holdings PLC (NASDAQ:ARM) will deliver an earnings beat between 5% and 7% above Street consensus, predicts Goldman.

Arm, AMD and Intel: Goldman's lay of the microchip land

Broadcom

Taiwan Semiconductor Manufacturing

Big tech earnings may have disappointed some, despite still being pretty good. Commentary on AI spending remains positive, but investors may fear the good times won't last.

News for ARM Holdings PLC Stock (ARM)