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.

ARM Holdings is due to report Q1 '25 earnings soon. The company's financial health is solid with $3B in cash and no debt, but operating margins have contracted significantly. ARM's valuation is grossly overvalued due to the AI hype, with an intrinsic value of $67 a share, leading to a hold rating.

Arm Holdings: Even With Optimistic Assumptions, The Stock Is Grossly Overvalued

Nvidia (NASDAQ: NVDA ) is the darling of the market, but there's another chip-market champ you ought to consider. I'm referring to Arm (NASDAQ: ARM ), which specializes in designing chips rather than manufacturing them.

Expect ARM Stock to Fly High at the End of July

U.S. business representatives met with Chinese government officials yesterday. While major tensions between the U.S. and China remain, yesterday's events centered around opportunities for continued cooperation.

Why Arm Holdings Stock Is Jumping Today

Constellation Energy Corp

NVIDIA

Artificial intelligence has been the primary force behind the gains made by the Nasdaq exchange in 2024. While the S&P 500 had risen 16% by July 4, and the Dow Jones Industrial Average was only 4% higher, the Nasdaq 100 soared 20% for the year.

Should You Buy the 3 Best Nasdaq 100 Stocks So Far in 2024?

KLA-Tencor

Texas Instruments

Nvidia (NASDAQ: NVDA ) got caught up in the volatility of the hailstorm hitting the semiconductor market these past few weeks. And though this double-digit percent plunge off recent highs will probably end up nothing more than a blip in the one-year chart next summer, investors who are overly anxious about buying on weakness may wish to consider some of the alternative growth plays on the market right now.

Nvidia Stock Is Overdue for a Breather. Buy These 3 Chip Stocks Instead.

Shares of chipmaker Arm Holdings (NASDAQ:ARM) are 2.7% higher in premarket trading, following a bull note at Morgan Stanley.

Analyst: Arm Stock Fundamental to Edge AI's Success

Despite a microchip sector pullback, Arm Holdings (NASDAQ: ARM ) stock is one of the best technology stocks investors can own. A buy-the-dip opportunity appears to have opened with Arm stock.

Why ARM Stock Remains a Top Contender in the AI Chip Race

Taiwan Semiconductor Manufacturing

With demand remaining strong, the recent sell-off in Nvidia stock looks like a buying opportunity. Arm Holdings should be a beneficiary of a hardware upgrade cycle and a push into the PC market.

3 Chip-Related Stocks to Buy After Export Restriction Fear Sparks Sell-Off

Arm Holdings licenses its technology to some of the most notable semiconductor companies in the world.

Should You Buy Arm Stock Before July 31?

ARM Holdings is experiencing significant top line growth due to the AI boom in the semiconductor industry. Strong demand for Arm's processor and semiconductor designs in Data Centers are driving revenue growth. Arm's business performance in Q1 could reasonably result in a beat-and-raise quarter.

Arm Holdings: Surprise Potential For Q1 (Rating Upgrade)

Advanced Micro Devices

Intel

Over the last couple of months, there have been a few wobbles here and there in Nvidia (NASDAQ: NVDA ) stock's trading stability. Part of this could be a result of institutional investors taking profits or insiders making gains on their positions, but ultimately it underlines the reality that at any given time the speculation around Nvidia stock could change in the opposite direction.

3 Stocks to Buy if Nvidia Pulls Back

Marvell Technology

QUALCOMM

Identifying stocks that may experience massive growth is an art and a science in investing. Under current economic shifts and technological advancements, three companies emerge as prime candidates to capitalize on demand trends in the digital era.

3 Explosive Stocks Set for a Massive Bull Run

The chip designer stock's surge in the first half of 2024 was driven by two strong quarterly earnings releases and investors' continued robust demand for AI stocks. The company's next earnings release is scheduled for Wednesday, July 31.

How Arm Holdings Stock Soared 118% in the First Half of 2024 -- and Why July 31 Could Bring Its Next Move Up

Celsius Holdings

Deckers Outdoor

Cloudflare

Pinduoduo Inc - ADR

Roblox

Ulta Beauty

There are many under-the-radar stocks quietly building empires that stock investors should know about. These are the types of relatively unknown firms that create wealth for investors.

Stocks to Watch: 7 Under-the-Radar Companies Quietly Building Empires

Arm is expected to detail its new data center strategy at the end of this month. Nvidia has been the clear leader in high-performance computing growth, but there are opportunities for other semiconductor specialists.

Why Arm Stock Jumped Today

Tenable Holdings Inc

Arm Holdings and Tenable are two technology companies with leading market shares, but their stock prices are moving in opposite directions. Arm Holdings' high forward P/E ratio is a reason for concern, whereas Tenable is getting closer to profitability.

2 Tech Stocks Heading in Opposite Directions So Far in 2024

SoftBank's $600 million acquisition of UK chipmaker Graphcore has had a trickle-down impact for two of its investors. Chrysalis Investments has confirmed it will receive $56 million of the acquisition proceeds, which is a 25% premium to the stake's current carrying value.

Graphcore backers get most of their cash back

SoftBank Group Corp

SoftBank has acquired UK-based chipmaker Graphcore as part of its significant investment in artificial intelligence. Graphcore, founded in 2016, will join SoftBank's portfolio alongside Arm Holdings PLC (NASDAQ:ARM).

Arm Holdings backer SoftBank swoops in for UK chipmaker Graphcore

Palantir Technologies

Rishi Jaluria at RBC Capital Markets expects Palantir shares to plunge 67%, and Javier Correonero at Morningstar thinks Arm shares will fall 64%. Palantir has been recognized as a leader among AI/ML platform providers by certain industry observers, but others question its place in the AI value chain.

2 Popular Artificial Intelligence (AI) Stocks to Sell Before They Plunge 64% and 67%, According to Certain Wall Street Analysts

Given the recent surge in Arm Holdings (ARM) shares, we evaluate the stock's current position to determine whether it presents a good investment opportunity at this time.

Arm Holdings (ARM) Hits 52-Week High: What's Next for Investors?

Arm stock and Nvidia chipmaker Taiwan Semiconductor are among the best global stocks to buy and watch on the stock market today.

Nvidia Chipmaker Taiwan Semi, Arm Stock Among Best Global Stocks To Watch

Arm Holdings (NASDAQ: ARM ) has more than tripled in valued since its Sept. 14 initial public offering.

Dear ARM Stock Fans: Mark Your Calendar for July 31

ARM is expanding its presence in AI data centers, with projected revenue reaching $13 billion by 2028, representing 27% of the market. ARM's Neoverse platform offers high-performance computing and AI capabilities, challenging Intel and AMD in the data center sector. In the PC edge AI market, ARM's relationship with Apple and the integration of Armv9 architecture in future M-series chips will be a catalyst for ARM.

Arm Holdings: A Complementary Investment To Nvidia

Cava Group, Inc.

Viking Therapeutics

Investing requires patience and a long time horizon to generate sizable profits. It's no secret that the most successful investors are people such as Warren Buffett, who are infinitely patient and hold stocks in their portfolios for decades.

3 Overlooked Giants-in-the-Making for Patient Investors

U.K.-based semiconductor company Arm Holdings plc NASDAQ: ARM stock is up 141% year-to-date (YTD). The artificial intelligence (AI) revolution is driving big gains as it becomes more apparent that Arm will continue to be a large benefactor from AI tailwinds.

News for ARM Holdings PLC Stock (ARM)