Arm Holdings reported mixed financial results, with a beat on quarterly earnings per share (EPS) and revenue, driven primarily by strong licensing activity. The company's quarterly revenue forecast exceeded Wall Street expectations, while its annual revenue guidance fell short. Despite these results, Arm's stock declined by 6.2% in after-hours trading. The company's executives expressed confidence, noting record revenues in Q4 and expecting strong year-over-year growth in revenue and profits for the next quarter. Additionally, Arm anticipates at least 20% revenue growth in FY 2026 and 2027. The EPS and revenue beats were accompanied by strong tailwinds projected for 2025.
$ARM SEES AT LEAST 20% REVENUE GROWTH IN FY 2026, 2027
Arm shares drop as revenue forecast falls short despite AI boom https://t.co/f9S9hKB5Oj
"The quarter itself was not a bad print," New Street Research analyst Rolf Bulk says on $ARM. "They beat on revenue driven mostly by very strong licensing activity." https://t.co/8q8RdiLHrC
Arm Stock Slips Despite Earnings Beat. Investors Wanted More. https://t.co/xzLu79iGr6
"This has been a phenomenal performer," Interactive Brokers chief strategist @SteveSosnick says on $ARM stock following Q4 earnings. However, "it's become victim to what I warned could be the problem with Nvidia. People expect to beat and raise." https://t.co/ty4NUicWUQ
$ARM crushes it with a quarterly beat-beat-raise-raise. Wall Street digesting the annual guide. More datacenter, richer CSS, bigger mobile cores, etc. More later…… https://t.co/lHlCDpVadk
Arm double beat CEO & CFO: "In Q4, we delivered record revenues and exceeded the high-end of our guidance ranges for both revenue and non-GAAP EPS...we expect next quarter to also deliver strong year-over-year growth in revenue and profits" $ARM: -6.2% AH https://t.co/ay0DlyiGQt
Arm's quarterly revenue forecast beats Street; annual rev guidance misses https://t.co/URI3ZyyFgi
$ARM annual guidance miss, down 5% AH https://t.co/xPJZvQUJ5e
$ARM: EPS Beat REV beat Strong tailwinds for 2025
Will $ARM crash tonight? They better put together some insane forecast... they are benefiting from pick up in wireless and some AI CPU growth. https://t.co/BC46L9Q4Jt