该公司在声明中表示，第四财季营收预计约为14.7亿美元。尽管这高于分析师平均预期的14亿 美元，但部分预测曾高达15亿美元以上。剔除特定项目后，预计每股收益为58美分，高于此前 56美分的预估。 在截至12月31日的第三财季，Arm营收同比增长26%至12.4亿美元，每股收益为43美分，两项 数据均略高于市场平均预期。 芯片设计巨头Arm Holdings Plc(ARM.US)周三发布业绩展望后股价大幅下挫，其营收预测未能满足 近期对人工智能相关企业愈发持怀疑态度的投资者的期望。 Arm主要通过两种方式获得收入：一是向客户授权使用其芯片设计和标准，二是按搭载其技术的 芯片出货量收取专利费。 一个可能的担忧来自授权收入，这被视为客户未来使用Arm产品意愿的风向标。该季度授权收入 为5.05亿美元，低于分析师平均预估的5.2亿美元。 同期专利费收入达7.37亿美元，超出平均预期。Arm表示，与数据中心相关产品的授权收入较去 年同期增长了一倍。 Arm首席执行官Rene Haas在接受采访时表示，市场需求，尤其是数据中心市场的需求已超出预 期。但他对提供公司预期增长幅度的"模糊"长期目标持谨慎态度，更倾向于保持保 ...

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]