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.

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

With Arm Holdings stock's recent downturn, let's assess whether the price drop presents a good buying opportunity.

ARM Stock Falls 11% in a Month: Buy Now or Wait for a Cheaper Deal?

ARM Holdings has numerous growth opportunities but is it enough for its hefty valuation?

Is This Popular Artificial Intelligence (AI) Stock Overvalued?

This company plays an important role in the global chip market and recently delivered better-than-expected results.

This Incredible Technology Stock Has Jumped 89% in 2024. Is It Still Worth Buying?

Constellation Energy Corp

DoorDash

Netflix

NVIDIA

Trade Desk

Which stocks are leading the Nasdaq-100 higher in 2024? This diverse bunch of leaders is taking the market by storm.

These Are the 6 Top-Performing Stocks in the Nasdaq-100 With 2024 Almost Over

Should Investors Buy Arm Stock Right Now?

Realty Income Corp

Some rock-solid dividend stocks took a beating after the election, and that could mean opportunity.

2 High-Yield Stocks on Sale Right Now

Arm posted modest growth in its recent earnings report, but there's a good reason for that.

Think Arm Holdings Is Too Expensive? The Artificial Intelligence (AI) Stock Has a Trick Up Its Sleeve.

While its fiscal Q2 results were mixed, its prospects remain bright.

Arm Stock Rises on Smartphone and AI Prospects. Is It Time to Buy the Stock?

The semiconductor industry has surged alongside the rise of artificial intelligence (AI), positioning companies like Arm Holdings (NASDAQ: ARM) to benefit from increased demand.

AI predicts ARM stock price for year-end

Icahn Enterprises LP's stock fell 9% early Friday, after a report that Carl Icahn's investing arm is planning to cut its dividend to help raise the funds to expand his stake in portfolio company CVR Energy

Carl Icahn's investment arm's stock slides 9% on report company to again halve dividend

Chip designer Arm Holdings PLC (NASDAQ:ARM) delivered strong second-quarter results, with Citi analysts noting the company is "executing crisply" by consistently surpassing revenue expectations. Its growth is largely fuelled by strong licensing sales, though royalty income remains affected by broader industry cycles.

Arm Holdings 'executing crisply' says bullish US investment bank

Arm Holdings (ARM) shares climbed Thursday, reversing course after the stock initially dipped following the company's fiscal second-quarter earnings results.

Arm Stock Rallies After Revenue Rises, Company Swings to Profit

Arm delivered solid results in its fiscal second-quarter report.

Why Arm Holdings Stock Was Moving Higher Today

Arm Holdings PLC   ARM shares were climbing Thursday after the company reported upbeat fiscal second-quarter results.

Arm Holdings Beats Q2 Expectations, Analysts See Growth In Cloud, Automotive Markets

Arm Holdings stock is higher Thursday after the chipmaker reported strong earnings and gave an upbeat outlook, but not everyone is bullish. Here's why.

Arm Stock: Why One Analyst Remains Hold-Rated After Earnings Beat

CAMBRIDGE, England--(BUSINESS WIRE)--Arm Holdings plc (NASDAQ: ARM), today announced the appointment of Charlotte Eaton as chief people officer (CPO) with immediate effect. Eaton will lead the Arm global people organization and report to Arm CEO Rene Haas. As part of planned succession, Eaton will replace current CPO Kirsty Gill who will remain at Arm in an advisory role and assist in the transition through November before retiring from executive life. “Arm's commitment to pushing boundaries an.

News for ARM Holdings PLC Stock (ARM)