Imagine it's the turn of the 20th century. Henry Ford is hard at work scaling the manufacturing and distribution of the Model T. I offer you the opportunity to buy the sole producer of automobile axles in the world. FutureAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (ot ...

2025 年 2 月 8 日 行业研究 FY25Q3 业绩超预期，期待更多授权协议签署和 CSS 收入放量 ——ARM（ARM.O）FY2025Q3 业绩点评 要点 事件：FY25Q3 业绩超预期，略下调 FY2025 全年指引上限。1）FY25Q3 业绩 超预期。FY25Q3 营收 9.83 亿美元，YoY+19%，QoQ+17%，超过此前公司 9.2~9.7 亿美元指引区间上限，较市场预期的 9.47 亿美元高逾 4%；其中授权 收入 4.03 亿美元，YoY+14%；版税收入 5.8 亿美元，YoY+23%，系 CSS+v9 架构渗透、物联网业务改善。盈利方面，FY25Q3 Non-GAAP EPS 0.39 美元， YoY+26%，超过此前公司 0.32~0.36 美元指引区间上限，较市场预期的 0.34 美元高逾 15%。2）略下调 FY2025 全年指引上限。公司指引 FY25Q4 营收 11.75~12.75 亿美元，中值对应 YoY+32%，QoQ+25%，市场预期 12.28 亿美 元；Non-GAAP EPS 指引 0.48~0.56 美元，中值较市场预期的 0.526 美元低 1%。公司 ...

Share prices of Arm Holdings (ARM -2.96%) slipped despite the company posting record fiscal Q3 revenue. However, the stock is still off to a strong start to the year, up nearly 35% year to date as of this writing.Let's take a closer look at the semiconductor company's most recent results to see if the dip in price is a buying opportunity.Strong AI demandArm is currently still tied to the smartphone market, as its technology is incorporated into nearly all advanced smartphones in the world. However, its tech ...

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). Let's look at the Q3 report and then the stock's valuation to answer this question: Is Arm stock a buy?Why Arm stock dropped after the earnings releaseArm stock's modest post-earnings-release decline wasn't related to the quarter's results, as revenue and earnings both h ...

Currently leading research at Leverage Shares, I have longstanding professional experience with financial markets. All views are my own and I can assure you that I smile sometimes. M.S.F, M.B.A., IIT Chicago. My Substack where I dig *deep* into global business, market, Asia, culture, trends, etc.Please note: Leverage Shares is an ETP provider that offers daily-rebalanced products in leveraged/unleveraged/inverse/inverse leveraged factors. The company holds both long and short positions in a number of stocks ...

Arm Holdings plc (NASDAQ: ARM ) submitted a stronger-than-expected earnings sheet for FQ3 '25 due to growing demand for artificial intelligence products and an upswing in the company's royalty-based revenue stream. The outlook for the semiconductor industry isAnalyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA, ARM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it ( ...

Michael Wiggins De Oliveira is an inflection investor. This means buying into cheap companies at the moment when their narrative is changing and the business is on a path toward becoming significantly more profitable over the next year.With a focus on tech and “the Great Energy Transition (including uranium)”, Michael runs a concentrated portfolio with approximately 15 to 20 stocks and an average holding period of 18 months. Through his 10+ years analyzing countless companies, Michael has accumulated outsta ...

Arm Holdings plc (NASDAQ:ARM) Q3 2025 Earnings Conference Call February 5, 2025 5:00 PM ET Company Participants Jeff Kvaal - Head of IR Rene Haas - CEO Jason Child - CFO Conference Call Participants Lee Simpson - Morgan Stanley Joseph Quatrochi - Wells Fargo Charles Shi - Needham & Company Timm Schulze-Melander - Redburn Atlantic Vijay Rakesh - Mizuho Andrew Gardiner - Citi Harlan Sur - JPMorgan Vivek Arya - Bank of America John DiFucci - Guggenheim Securities Krish Sankar - TD Cowen Mark Lipacis - Evercore ...

Arm Holdings (ARM) reported fiscal third-quarter results that topped Wall Street estimates and raised the midpoint of its narrowed sales outlook. However, shares fell in extended trading Wednesday as investors may have been looking for stronger results. The chip designer and Nvidia (NVDA) partner's third-quarter revenue rose 19% year-over-year to a record $983 million, above the analyst consensus compiled by Visible Alpha. Earnings came in at $252 million, or 24 cents per share, compared to $87 million, or ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 6-K REPORT OF FOREIGN PRIVATE ISSUER PURSUANT TO RULE 13a-16 OR 15d-16 UNDER THE SECURITIES EXCHANGE ACT OF 1934 For the month of February, 2025 Commission File Number 001-41800 Arm Holdings plc 110 Fulbourn Road Cambridge CB1 9NJ United Kingdom (Address of principal executive office) Indicate by check mark whether the registrant files or will file annual reports under cover of Form 20-F or Form 40-F. Form 20-F ☒ ...