Arm Holdings Plc_ Solid Dec-Qtr Results_In-Line Guide; Licensing _ Design Engagement Pipeline Continues To Expand On AI_Systems Solutions Focus. Thu Feb 06 2025

J P M O R G A N North America Equity Research 06 February 2025 Arm Holdings Plc Solid Dec-Qtr Results/In-Line Guide; Licensing / Design Engagement Pipeline Continues To Expand On AI/ Systems Solutions Focus Arm delivered solid F3Q25 (Dec-Qtr) results - better revenues, margins, and EPS - driven by better than expected licensing (higher value-added cores/CSS engagements) and royalties (seasonal mobile trends, early recovery in IoT / networking, strong cloud, increasing CSS mix). For the Mar-Qtr, rev/EPS was ...