Financial Data and Key Metrics Changes - In Q4, the company achieved record revenue exceeding $1,000,000,000 for the first time, with full-year revenue surpassing $4,000,000,000 and royalty revenue exceeding $2,000,000,000 [7][8] - Total revenue for Q4 was $1,240,000,000, with royalty revenue growing 18% year-on-year to a record $607,000,000 [13][14] - Licensing revenue increased over 50% year-on-year to a record $634,000,000, driven by demand for ARMv9 technology [14][15] Business Line Data and Key Metrics Changes - Smartphone royalties increased by 30% year-on-year, significantly outpacing the 2% growth in shipments, indicating a rising value per device [10][14] - The company launched its first ARMv9 Edge AI platform, which has been adopted by major players in the industry [10][11] - Custom silicon demand is driving both licensing and royalty growth, with significant contributions from data centers, automotive, smartphones, and IoT [8][10] Market Data and Key Metrics Changes - The company expects up to 50% of new server chips at hyperscalers to be ARM-based this year, reflecting strong momentum in the data center market [8][62] - The automotive sector has shown strong double-digit growth, with ARM gaining market share in advanced driver-assistance systems (ADAS) [60] - IoT and embedded markets have seen some slowness, but growth is expected to continue, albeit at a slower pace compared to other sectors [61] Company Strategy and Development Direction - The company is focusing on customization of silicon to differentiate performance and unlock unique features, particularly in automotive and hyperscaler markets [42][44] - There is a strategic shift towards direct relationships with OEMs, which may impact traditional fabless semiconductor companies [42][45] - The company plans to aggressively invest in R&D to support customer needs and capitalize on the growing demand for AI technologies [20][21] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in healthy growth despite macroeconomic uncertainties, citing strong visibility into customer design pipelines and contracted royalty rates [20][21] - The company anticipates limited direct impact from tariffs on royalty and licensing revenues, with potential indirect effects on end demand [16][26] - Future revenue growth is expected to enable increased investment in next-generation technologies [19][20] Other Important Information - The company signed a significant multi-year agreement with the Malaysian government to develop an ARM-based AI ecosystem, indicating potential for future sovereign-level licensing deals [66][68] - The company is seeing strong demand for its compute subsystems, which are now shipping in volume, boosting both mobile and cloud royalty revenue [11][12] Q&A Session Summary Question: Impact of tariffs on revenue - Management clarified that tariffs do not directly impact costs, and any revenue impact would be indirect, primarily affecting demand elasticity [23][25] Question: ARMv9 adoption rate - The adoption rate for ARMv9 has increased to over 30%, driven by custom silicon solutions [32][33] Question: Strategic direction towards OEMs - Management confirmed a trend towards direct relationships with OEMs for customized silicon, which may affect traditional semiconductor companies [42][45] Question: Licensing performance in Q4 - Licensing revenue growth was strong, with a year-on-year increase of 53%, driven by demand for CSS and AI technologies [76][80] Question: Royalty growth by end market - Management indicated strong growth in smartphones and infrastructure, with automotive also showing double-digit growth, while IoT is recovering slowly [60][61] Question: Future of chiplet technology - Management acknowledged the importance of chiplet technology and its integration with ARM's architecture, emphasizing its role in custom silicon solutions [92][95]

Financial Data and Key Metrics Changes - In Q4, the company achieved record revenue exceeding $1,000,000,000 for the first time, with full-year revenue surpassing $4,000,000,000 and royalty revenue exceeding $2,000,000,000 [6][13] - Non-GAAP operating profit reached a record $655,000,000, with non-GAAP EPS of $0.55, at the high end of guidance [16][19] - Royalty revenue grew 18% year on year to a record $607,000,000, driven by flagship smartphone launches [13][14] Business Line Data and Key Metrics Changes - Licensing revenue hit an all-time high of $634,000,000, increasing over 50% year on year, primarily due to demand for ARMv9 technology [7][14] - Smartphone royalties increased by 30% year on year, significantly outpacing the modest 2% growth in shipments [10][14] - The company launched its first ARMv9 Edge AI platform, which has been adopted by major industry players [10][11] Market Data and Key Metrics Changes - The company expects up to 50% of new server chips at hyperscalers to be ARM-based this year, indicating strong momentum in the data center market [7][8] - The automotive sector has shown strong double-digit growth, with ARM gaining share in advanced driver-assistance systems (ADAS) [55] - IoT and embedded markets have experienced some slowness, but signs of recovery are anticipated [56] Company Strategy and Development Direction - The company is focusing on customization of silicon to differentiate performance and unlock unique features, particularly in automotive and hyperscaler markets [41][42] - There is a strategic shift towards signing deals directly with OEMs, which may increase the total addressable market (TAM) [41][42] - The company plans to continue aggressive investment in R&D to support customer needs and capitalize on AI demand [19][20] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in healthy growth despite macroeconomic uncertainties, citing visibility into customer design pipelines and rising demand for custom silicon [19][20] - The company does not expect a significant direct impact from tariffs on royalty and licensing revenues, but acknowledges potential indirect effects [16][25] - Future guidance for Q1 indicates revenue growth of 12% year on year, with strong expectations for royalty growth between 25% to 30% [17][19] Other Important Information - The company has expanded its developer community to over 22,000,000, the largest in the world [11] - A significant licensing agreement was signed with the Malaysian government to accelerate the development of an ARM-based AI ecosystem [64] Q&A Session Summary Question: Impact of tariffs on revenue - Management clarified that tariffs do not directly impact costs, and any revenue impact would be indirect, primarily affecting demand elasticity [22][24] Question: ARMv9 adoption rate - The adoption rate for ARMv9 has increased to over 30%, driven by custom silicon solutions [30][32] Question: Strategic direction towards OEMs - Management confirmed a trend towards direct relationships with OEMs for customized silicon, which is expected to continue [41][42] Question: Licensing performance in Q4 - Licensing revenue growth was strong, with a year-on-year increase of 53%, and management remains optimistic about future growth [72][75] Question: Royalty growth by end market - Management indicated strong growth in smartphones and infrastructure, with expectations for continued growth in automotive and recovery in IoT [55][56] Question: Licensing deal with the Malaysian government - The deal is seen as a milestone, with potential for similar agreements with other governments in the future [64] Question: Sequential trends in royalty growth - Management expects Q1 to show strong growth, with a seasonal dip in Q2, followed by growth in the latter half of the year [70][71]

Group 1 - Arm Holdings' shares dropped over 8% in extended trading after issuing weaker-than-expected guidance for the current quarter [1] - For the fiscal fourth quarter, Arm's revenue was between $1 billion and $1.1 billion, which is below the $1.1 billion average estimated by analysts [2] - Earnings per share for the first quarter are projected to be between 30 cents and 38 cents, while analysts expected 42 cents [2] Group 2 - SoftBank controls approximately 90% of Arm and took the company public in 2023, with a current market cap exceeding $130 billion [3] - Arm's royalty revenue increased by 18% year-over-year to $607 million [3] - The company's net income fell 6% to $210 million, or 20 cents per share, compared to $224 million, or 21 cents per share, in the previous year [4]

investor.relations@arm.com https://investors.arm.com May 7, 2025 © 2025 Arm 1 Arm Holdings plc Q4 FYE25 Investor Presentation In addition to disclosing results determined in accordance with generally accepted accounting principles, or GAAP, Arm utilizes, and this presentation includes, certain non-GAAP financial measures that differ from measures calculated in accordance with GAAP. Arm's non-GAAP financial measures include non-GAAP cost of sales, non-GAAP gross profit (loss), non-GAAP gross margin, non-GAAP ...

Company Overview - Proactive is a financial news publisher that provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The company has a team of experienced news journalists who produce independent content across various financial markets [2] Market Focus - Proactive specializes in medium and small-cap markets while also covering blue-chip companies, commodities, and broader investment stories [3] - The content includes insights across sectors such as biotech and pharma, mining and natural resources, battery metals, oil and gas, crypto, and emerging digital and EV technologies [3] Technology Adoption - Proactive is recognized for its forward-looking approach and enthusiastic adoption of technology to enhance workflows [4] - The company utilizes automation and software tools, including generative AI, while ensuring that all content is edited and authored by humans [5]

Core Insights - The Q1 2025 earnings season is ongoing, with Super Micro Computer (SMCI) and ARM Holdings (ARM) among the companies reporting this week [1][14] - The AI sector has seen a cooling off in 2025, leading to recalibrated expectations for these companies [1] ARM Holdings - ARM is expected to show robust growth, with a Zacks Consensus EPS estimate of $0.52, indicating a 44% year-over-year growth [3] - Revenue expectations for ARM stand at $1.2 billion, reflecting a 33% increase compared to the same period last year, driven by the broader AI market [5] - Analysts have made modest downward revisions to EPS expectations since early February, but overall growth outlook remains positive [3][14] Super Micro Computer (SMCI) - SMCI has been a strong performer in 2025, gaining 5% compared to a 3% decline in the S&P 500 [8] - However, expectations for SMCI have significantly declined, with the current Zacks Consensus EPS estimate at $0.30, down over 50% since February [11] - Revenue expectations for SMCI are currently at $4.9 billion, which is an 18% decrease from earlier estimates [11] - Valuation multiples for SMCI have decreased, with shares trading at an 11.0X forward 12-month earnings multiple, a 47% discount compared to the S&P 500 [10] Comparative Analysis - Revisions for ARM have been more stable compared to the significant negative revisions for SMCI [7][14] - Both companies have outperformed the S&P 500 in 2025, but the outlook for ARM appears more favorable heading into their earnings releases [7][14]

Arm Holdings plc (ARM) will report its fourth-quarter fiscal 2025 results on May 7, after the bell.The Zacks Consensus Estimate for earnings in the to-be-reported quarter stands at 52 cents, indicating a 44.4% year-over-year growth. The consensus mark for revenues is pegged at $1.23 billion, indicating a 33% year-over-year increase.One estimate for the to-be-reported quarter has been revised downward over the past 60 days, versus no upward revisions. Over the same period, the Zacks Consensus Estimate for th ...

TSMC, ASML, and Arm still look like a great long-term plays in the growing market.Many semiconductor stocks slumped this year as President Donald Trump's tariffs, the escalating trade wars, and fears of a recession cast dark clouds over the booming sector. However, that pullback has also been creating attractive buying opportunities for investors who expect the semiconductor market to continue growing over the next few decades.Below, I'll take a look at three of those stocks: TSMC (TSM 3.68%), ASML (ASML 3. ...

Arm Holdings plc (ARM) stock has declined significantly over the past three months. Shares have declined 30% compared to the industry’s 18% fall.Image Source: Zacks Investment ResearchConsidering the current weakness of ARM shares, investors may wonder if now is the right time to invest in the stock. Let’s delve deeper.ARM's Stronghold in Mobile and AIArm Holdings maintains a dominant foothold in the semiconductor industry, especially in mobile device technology. Its low-power chip architecture has long bee ...

如果您希望可以时常见面，欢迎标星收藏哦~ 来源：内容 编译自 man ，谢谢。 1985年4月，英国剑桥Acorn Computers公司的一个小团队开始重新思考处理器的概念。工程师 Sophie Wilson和Steve Furber开发了ARM1（它最初代表高级RISC机器），这是一款低调的芯 片，仅包含25,000个晶体管。ARM1为BBC Micro提供动力，打造了一款32位处理器，强调精简 指令集，以实现更快、更高效的计算。 该设计的低功耗部分源于实际限制，即需要在更便宜的塑料封装中运行。ARM2 随后问世，并被 整合到第一台基于 RISC 的家用电脑 Acorn Archimedes 中。ARM3 引入了 4KB 缓存，进一步提 升了性能。 1990年从Acorn分拆出来后，ARM有限公司由Acorn、苹果和VLSI合资成立。早期的商业成功案 例是苹果Newton，随后在诺基亚6110等手机中得到广泛应用，该款手机就采用了ARM7TDMI。 ARM6 于 1991 年推出，配备了完整的 32 位处理能力和 MMU，这是 GSM 手机运行的关键。 2005 年，Armv7 架构首次亮相，搭载 Cor ...