U.S.-listed shares of Arm Holdings fell sharply Thursday, a day after the chip and software design firm issued a disappointing current-quarter profit projection. https://t.co/9BIJ05XvV2 ...

周四，Arm Holdings(ARM.US)跌超11%，报144.55美元。消息面上，该公司因加大新产品研发投入，发 布了低于预期的第二财季利润指引。第一财季业绩报告显示，截至6月的第一季度，Arm营收增长12% 至10.5亿美元，每股收益为35美分，均符合分析师预期。展望未来，Q2营收预计为10.1亿至11.1亿美 元，分析师预期为10.6亿美元;剔除部分项目后每股收益预计为29至37美分，而分析师平均预期为35美 分。 本文源自：智通财经网 Arm正不断增加支出以更好地把握人工智能热潮机遇。公司首席执行官勒内·哈斯(Rene Haas)在采访中 表示，Arm致力于研发能巩固自身在AI领域地位的技术。他指出，短期来看，支出激增会影响利润，但 长期将推动公司更强劲地增长。"我们做出了加大投资的明确决定，正在加速研发投入。" ...

Arm正不断增加支出以更好地把握人工智能热潮机遇。公司首席执行官勒内.哈斯(Rene Haas)在采访中 表示，Arm致力于研发能巩固自身在AI领域地位的技术。他指出，短期来看，支出激增会影响利润，但 长期将推动公司更强劲地增长。"我们做出了加大投资的明确决定，正在加速研发投入。" 周四，Arm Holdings(ARM.US)跌超11%，报144.55美元。消息面上，该公司因加大新产品研发投入，发 布了低于预期的第二财季利润指引。第一财季业绩报告显示，截至6月的第一季度，Arm营收增长12% 至10.5亿美元，每股收益为35美分，均符合分析师预期。展望未来，Q2营收预计为10.1亿至11.1亿美 元，分析师预期为10.6亿美元;剔除部分项目后每股收益预计为29至37美分，而分析师平均预期为35美 分。 ...

Arm正不断增加支出以更好地把握人工智能热潮机遇。公司首席执行官勒内·哈斯(Rene Haas)在采访中 表示，Arm致力于研发能巩固自身在AI领域地位的技术。他指出，短期来看，支出激增会影响利润，但 长期将推动公司更强劲地增长。"我们做出了加大投资的明确决定，正在加速研发投入。" 智通财经APP获悉，周四，Arm Holdings(ARM.US)跌超11%，报144.55美元。消息面上，该公司因加大 新产品研发投入，发布了低于预期的第二财季利润指引。第一财季业绩报告显示，截至6月的第一季 度，Arm营收增长12%至10.5亿美元，每股收益为35美分，均符合分析师预期。展望未来，Q2营收预计 为10.1亿至11.1亿美元，分析师预期为10.6亿美元;剔除部分项目后每股收益预计为29至37美分，而分析 师平均预期为35美分。 ...

Core Insights - ARM Holdings has seen a stock increase of approximately 28% since January 2025, driven by its competitive chipset designs against AMD and Intel [2] - The company reported Q4 FY'25 revenue of $1.24 billion, marking a 34% year-over-year increase, and is positioning itself as a key player in the AI and data center CPU markets [2][3] Financial Performance - ARM's revenue has grown significantly, with a 41.2% average growth rate over the last three years, compared to 5.3% for the S&P 500 [7] - In the past 12 months, ARM's revenues increased by 23.9%, from $3.2 billion to $4.0 billion, while the S&P 500 saw a growth of 4.4% [7] - The latest quarterly revenue reached $1.2 billion, a 33.7% increase from $928 million a year prior, compared to a 4.5% improvement for the S&P 500 [7] Profitability Metrics - ARM's operating income over the last four quarters totaled $831 million, resulting in an operating margin of 20.7%, which is higher than the S&P 500's 18.3% [8] - The net income for ARM during the same period was $792 million, yielding a net income margin of 19.8%, compared to 11.9% for the S&P 500 [8] Financial Stability - ARM's debt stood at $356 million with a market capitalization of $173 billion, leading to a low debt-to-equity ratio of 0.2%, significantly lower than the S&P 500's 22.8% [9] - The company holds $2.8 billion in cash, which is 31.6% of its total assets of $8.9 billion, compared to the S&P 500's cash-to-assets ratio of 6.7% [9] Market Position and Strategy - Major hyperscalers like Amazon, Microsoft, and Google are increasingly adopting ARM's designs, particularly the Armv9 architecture, for their AI infrastructures due to its energy efficiency [3] - ARM aims to capture 50% of the data center CPU market by the end of 2025, up from 15% in 2024, reflecting its current momentum [3]

Arm Holdings (ARM) Q1 2026 Earnings Call July 30, 2025 05:00 PM ET Company ParticipantsJeff Kvaal - Vice President of Investor RelationsRene Haas - CEOJason Child - Executive VP & CFOVivek Arya - Managing DirectorMark Lipacis - Senior MDAndrew Gardiner - Head of European Technology, Equity ResearchVijay Rakesh - Managing DirectorSteven Chin - Vice PresidentStéphane Houri - Head of Equity ResearchConference Call ParticipantsDavid O'Connor - AnalystJoe Quatrochi - Director & Equity Research AnalystSebastien N ...

Arm Holdings (ARM) Q1 2026 Earnings Call July 30, 2025 05:00 PM ET Speaker0Good day and thank you for standing by. Welcome to the ARM First Quarter Fiscal Year twenty twenty six Webcast and Conference Call. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. Please be advised that today's conference is being recorded.I would now like to turn the conference over to your first speaker today, Jeff Kvaal, Vice President, Invest ...

Arm Holdings Plc ARM reported financial results for the first quarter of fiscal 2026 on Wednesday after the bell. Here’s what you need to know from the print.Q1 Earnings: Arm reported fiscal first-quarter revenue of $1.053 billion, missing analyst estimates of $1.055 billion. The chip designer reported first-quarter adjusted earnings of 35 cents per share, in line with analyst estimates, according to Benzinga Pro.First-quarter revenue was up 12% year-over-year. Royalty revenue climbed 25% year-over-year to ...

Arm控股暗示公司正变成完整的芯片制造商：未来产品可能会包括全部解决方案。 ...

July 30, 2025 © 2025 Arm 1 Forward-Looking Statements This presentation contains forward-looking statements that reflect Arm Holdings plc's ("Arm") plans, beliefs, expectations and current views with respect to, among other things, future events and financial performance. These statements involve known and unknown risks, uncertainties and other important factors that may cause Arm's actual results, levels of activity, performance or achievements to be materially different from the information expressed or i ...