Arm Holdings plc American Depositary Receipt (ARM)
Arm Holdings CEO Rene Haas: Our business is increasingly being driven by AI workloads
Arm Holdings CEO Rene Haas joins CNBC's 'Squawk on the Street' to discuss the company's most recent earnings, expectations for growth, and more.
Arm Holdings Q4: The Massive Post-Earnings Stock Drop Appears Exaggerated
Arm Holdings plc met Q4 FY 25 expectations with $1.24 billion in revenue and $0.55 EPS, but stock slid due to cautious Q1 2026 guidance. High valuation and geopolitical risks, particularly with China, contribute to stock volatility despite Arm's strong market position and essential IP. Arm's significant R&D investments led to substantial operating income growth, but management's reluctance to provide full-year guidance adds uncertainty.
Arm's long-term promise meets short-term haze, says leading investment bank
Investors are braced for shares Arm Holdings PLC (NASDAQ:ARM) to fall sharply on the back of lower-than-expected earnings after the bell Wednesday. But one leading investment bank is still sold on the chipmaker's long-term growth potential, but warns that limited visibility into customer demand could weigh on performance in the coming year.
Arm: Weak Licensing Growth Ahead; Reiterate 'Sell'
I reiterate a 'Sell' rating on Arm, citing its hefty valuation and AI hype, despite strong FY25 growth but weak Licensing business guidance. Armv9 technology drives growth, with adoption by major companies, but tariff and economic uncertainties could impact royalty revenues from the US market. Hyperscalers like Alphabet and Microsoft favor Arm's architecture, potentially boosting future growth, but weak Q1 FY26 guidance and licensing business concerns remain.
Arm shares slide as tariffs dim the outlook for 2025
Chip designer Arm Holdings PLC (NASDAQ:ARM) saw its stock drop around 9% in early trading on Thursday, as new guidance underwhelmed investors. Arm reported its fourth quarter results showing ‘record' revenue of $1.25 billion for the three months ended 31 March, up 34% on the same period last year.
Arm Stock Plunges. Why Chip Design Isn't a Hiding Place From Tariffs.
Arm Holdings tumbles as its guidance undermines hopes its business model would be resilient against tariff threats.
Arm Holdings plc (ARM) Q4 2025 Earnings Call Transcript
Arm Holdings plc (NASDAQ:ARM ) Q4 2025 Earnings Conference Call May 7, 2025 5:00 PM ET Company Participants Ian Thornton - VP, IR Rene Haas - CEO Jason Child - CFO Conference Call Participants Mark Lipacis - Evercore Andrew Gardiner - Citi Ross Seymore - Deutsche Bank Joe Quatrochi - Wells Fargo Srini Pajjuri - Raymond James Sebastien Naji - William Blair Timm Schulze-Melander - Redburn Atlantic Vivek Arya - Bank of America Vijay Rakesh - Mizuho Lee Simpson - Morgan Stanley Operator Good day, and thank you for standing by. Welcome to the Arm Fourth Quarter and Fiscal Year ended 2025 Webcast and Conference Call.
Arm Stock Falls Despite Strong Results as Outlook Misses the Mark
Arm Holdings (ARM) delivered an outlook that came in below analysts' expectations, sending shares lower in extended trading Wednesday.
Arm shares drop on weak forecast
Arm beat on earnings and revenue but issued a disappointing forecast in its quarterly report on Wednesday. The chip designer said revenue this quarter will be between $1 billion and $1.1 billion.
Arm Holdings Posts Higher Sales; Outlook Disappoints
The semiconductor- and software-design company's sales were boosted by the continued adoption of its chips, though its outlook for the current quarter missed expectations.
Arm shares fall after weak full-year outlook offsets strong Q4 results
Shares of Arm Holdings PLC (NASDAQ:ARM) fell nearly 8% in extended trading on Wednesday after the British chip designer issued a full-year forecast that came in well below Wall Street expectations, overshadowing better-than-expected fourth-quarter earnings. Arm projected fiscal 2026 revenue in the range of $3.94 billion to $4.04 billion, significantly lower than analysts' average estimate of $4.91 billion, according to LSEG data.
Earnings Season: 2 AI Reports to Watch This Week
The 2025 Q1 earnings season continues to roll along, with various companies on the reporting docket this week.
