Arm Holdings (ARM -3.34%) stock declined 3.3% on Thursday, following the leading central processing unit (CPU) chip designer's release on the prior afternoon of its report for the third quarter of its fiscal year 2025 (ended Dec. 31, 2024).
Arm Holdings plc excels in the semiconductor space by licensing its IP to major partners like Nvidia, Microsoft, and Oracle. Despite recent bearish trends, Arm's financials show a promising turnaround with significant growth in revenue, operating income, and net income per share. DeepSeek's success with lower-capability architecture suggests a shift in industry focus from hardware to code, impacting forward outlooks for companies reliant on the sale of cutting-edge infrastructure.
Qualcomm and Arm were dropping on Thursday but there's reason to think the onset of low-cost artificial intelligence is good news for the chip companies.
Arm Holdings CEO Rene Haas discusses the company's fiscal fourth-quarter forecast on "Bloomberg Technology." Arm said revenue will be $1.18 billion to $1.28 billion in the fiscal fourth quarter.
Arm Holdings PLC (NASDAQ:ARM) shares opened Thursday sharply lower, losing 7.5%, as concerns over the chip-maker's v9 chips which are feared to have slowed. It comes after a year in which the bar was raised in terms of investor expectations, amidst the excitement for the AI ‘boom'.
Rene Haas, Arm CEO, joins CNBC's 'Squawk on the Street' to discuss the company's most recent earnings, expectations for AI adoption, and more.
Arm Holdings plc posted stronger-than-expected FQ3 '25 earnings on Thursday, driven by AI product demand, especially from the smartphone market. ARM's Armv9 architecture is a key asset, powering AI workloads and contributing to 19% Y/Y growth in royalty and licensing revenues. The long-term outlook for semiconductor firms is positive as companies spend more money on AI-optimized chips.
Arm Holdings plc's stock is richly priced, but its growth potential and ability to innovate are questionable, raising concerns about its valuation. Despite being a favorite among investors, Arm has failed to raise its guidance, casting doubt on its growth narrative. Arm's valuation at 69x next year's non-GAAP EPS is exorbitant, especially given its lack of positive surprises and revenue raises.
Arm Holdings Plc ARM reported better-than-expected third-quarter financial results for fiscal year 2025 after the market close on Wednesday.
Skyworks (SWKS) is under pressure after pointing to intense competition for Apple's (AAPL) iPhone business. SWKS CFO says the company expects product sales to decline by 20-25%.
Chip manufacturers Qualcomm and Arm both top Q4 expectations after the bell but A.I. capex concerns push shares down.
Arm Holdings (ARM) delivered an earnings beat on the top and bottom lines and provided guidance in line with expectations. Third quarter adjusted earnings per share (EPS) were $0.39, compared to $0.34 projected, while revenue was $983 million, higher than the $946.8 million expected.