Arm(ARM.US)业绩前瞻不及预期盘后大跌9% AI芯片“信仰“面临考验？

Group 1 - Arm Holdings Plc's stock price fell over 8% after the company released its earnings outlook, which did not meet investor expectations regarding revenue from artificial intelligence-related businesses [1] - The company expects fourth-quarter revenue to be approximately $1.47 billion, slightly above the analyst average estimate of $1.4 billion, but below some forecasts that exceeded $1.5 billion [1] - For the third quarter ending December 31, Arm reported a 26% year-over-year revenue increase to $1.24 billion, with earnings per share of $0.43, both slightly above market expectations [1] Group 2 - Arm generates revenue primarily through two methods: licensing its chip designs and standards to customers and charging royalties based on the shipment volume of chips using its technology [2] - The licensing revenue for the quarter was $505 million, below the analyst average estimate of $520 million, while patent fee revenue reached $737 million, exceeding average expectations [2] - CEO Rene Haas indicated that market demand, particularly in the data center sector, has exceeded expectations, but he remains cautious about long-term growth targets, preferring to focus on specific goals [2]