ARM Holdings PLC

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Earnings data Q3 2025

ARM reports stellar Q4 results, eyes $4B revenue, and automotive growth

ARM's Q4 2024 showcased remarkable revenue growth, strong partnerships, and a promising outlook for future expansion and market leadership.
While facing challenges such as delayed bookings and lower volume expectations, ARM's strategic strengths and growth opportunities position them well for continued success.
With a focus on innovation, market diversification, and revenue growth targets, ARM remains confident in its growth trajectory and market positioning.

ARM reports record Q1 earnings, eyes growth in AI and partnerships

ARM Holdings PLC delivered impressive financial performance in Q1 2025, marked by record revenue growth and strong guidance for the upcoming quarters.
The company's strategic focus on key growth drivers like AI, v9 adoption, and smartphone royalties positions it well for sustained success in diverse markets.
While facing challenges in addressing analyst inquiries and maintaining growth momentum, ARM remains poised to capitalize on opportunities through strategic partnerships and market expansion.

ARM surpasses revenue expectations, poised for growth amid AI demand

ARM Holdings PLC demonstrated strong performance in royalty revenue growth and exceeded revenue expectations in Q2 2025.
While facing challenges such as declining licensing revenue and ongoing litigation, ARM's future outlook remains positive driven by AI demand.
Opportunities lie in leveraging technological advancements like Armv9 adoption and expanding into new markets to sustain growth and market leadership.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

NVIDIA

Palantir Technologies

Super Micro Computer

SoundHound AI Inc

In March 2000, networking giant Cisco Systems (NASDAQ: CSCO ) became the most valuable company in the world. No firm had yet mastered making money from the internet, and Cisco's LAN network switches were the closest thing investors could find.

5 Stocks Surging on AI Mania

MicroStrategy Incorporated

While the current rally in equities looks to have legs, there are certain pockets of the market that are starting to get frothy. Stocks associated with artificial intelligence (AI) and cryptocurrencies have seen massive runs since the start of the year and look as though they could be in for a pullback if not a full-blown correction.

3 Overhyped Stocks to Avoid in March 2024

Novo Nordisk

Arm Stock and Novo Nordisk stock topped this screen of leading global growth stocks. One of them is near a buy point.

U.S. Stocks Aren't The Only Game In Town: Arm, Novo Please Investors

TD Cowen analyst Matthew Ramsay has “confidence in the momentum of both fundamentals and financials” for Arm stock, but noted the IPO lockup is ending soon.

Arm's Chip Future Is ‘Gaining Momentum,' but Volatility Looms, Says Analyst

Nvidia and other AI stocks were at the top of Charles Schwab clients' February buy lists. But one is in trouble.

Schwab Investors Can't Get Enough Of Nvidia, Arm — And One They Should Avoid

Arm Holdings is in an excellent position to capitalize on the growing implementation of artificial intelligence (AI).

Q&A With Wall Street: Arm Holdings Stock Analysis

Arm Holdings stock has been on fire, currently more than 176% above its IPO price of $51. The accelerating adoption of AI and a wave of data center upgrades could supercharge future results.

Is It Too Late to Buy Arm Holdings Stock?

Advanced Micro Devices

ASML Hld

QUALCOMM

Taiwan Semiconductor Manufacturing

The concentration of advanced semiconductor manufacturing in Taiwan has raised fears in the United States about the vulnerability of this supply chain should China blockade or invade the island. The U.S. CHIPS and Science Act seeks to address that vulnerability with $52 billion in subsidies to encourage semiconductor manufacturers to relocate to America.

U.S.-China tensions over Taiwan threaten to derail Nvidia and other tech giants

Since its IPO just five months ago, Arm stock has soared as much as 186%. One analyst believes its valuation has gotten ahead of itself.

Arm Stock Has 26% Downside, According to 1 Wall Street Analyst

AerCap Hlds

Alphabet

Jacobs Solutions Inc

Splunk

WisdomTree U.S. Earnings 500 Fund

George Soros stocks will always remain relevant for savvy investors. As one of the most successful financiers in history, George Soros's investment strategies attract a massive audience worldwide.

What Would George Soros Do? 7 Stocks the Billionaire's Fund Bought & Sold in Q4

Arm Holdings is benefiting as enterprises unleash demand for artificial intelligence capabilities.

Massive News for Arm Holdings Stock Investors

Arm Holdings PLC (NASDAQ: ARM) ended in the red on Tuesday after a New Street Research analyst issued a dovish call on the chip design company.

It's time to move to the sidelines in Arm stock – analyst says

Arm stock jumped 10% in trading Monday, adding to a hot run for the chip design company that has been helped by AI.

Arm Stock Jumps Again To Continue Chip Designer's Red-Hot Run

Arm has joined a new partnership with major hardware and software providers to advance AI in the telecom industry. The stock also received bullish coverage from an analyst.

Why Arm Holdings Stock Is Skyrocketing Again Today

Arm Holdings stock has more than doubled over the last 12 months thanks largely to AI demand. AI has provided a big tailwind for Palantir Technologies too with its shares soaring nearly 50%.

These High-Flying Artificial Intelligence (AI) Stocks Could Sink 20% or More Over the Next 12 Months, According to Wall Street

The momentum of the artificial intelligence (AI) trend remains robust, with no signs of slowing down, as evidenced by Nvidia's (NASDAQ: NVDA) recent earnings report. While attention is focused on NVDA stock, Arm Holdings (NASDAQ: ARM) stock is quietly making substantial gains in the background.

Here's why this AI stock is a must-have

Arm Holdings has seen its share price rise following the increased enthusiasm for artificial intelligence (AI) stocks.

What's Going on With Arm Holdings Stock?

Applied Materials

Arista Networks

Broadcom

Cadence Design Systems

Dell Technologies

Micron Technology

Synopsys

CEO Jen-Hsun Huang said AI is “enabling a whole new industry.”

Nvidia's AI Boom Spurs AMD, ARM, Super Micro, Palantir, and Many Other Stocks

Nano-X Imaging

Nvidia (NASDAQ: NVDA ) has been at the center of attention for two years. While the stock had a loyal fanbase before artificial intelligence chips propelled the company past most tech giants, the company's success shined a light on many artificial intelligence (AI) stocks.

Nvidia Is Investing in These 3 Stocks. Should You?

The stock market rally that has been ongoing for nearly a year suddenly looks fragile. Hotter-than-expected inflation reports and strong economic data have pushed out expectations for the timing of interest rate cuts by the U.S. Federal Reserve.

Slow Down, Big Shifter! 3 Stocks That Are Moving Too Far, Too Fast.

Recursion Pharmaceuticals

TuSimple Holdings Inc.

Nvidia's biggest recent investments were in Arm Holdings and Recursion Pharmaceuticals. The big chipmaker also bought shares of Nano-X Imaging, Soundhound AI, and TuSimple Holdings.

Nvidia Just Invested in These 5 Artificial Intelligence (AI) Stocks. Here's the Best of the Bunch.

Form 13Fs offer a clear snapshot of what Wall Street's most successful money managers are buying and selling. Nearly a dozen billionaire investors have missed out on big gains in artificial intelligence (AI) stocks to begin 2024.

3 Artificial Intelligence (AI) Stocks Billionaires Sold Way Too Early

C3.ai

Baidu

Artificial Intelligence can make you a millionaire if you pick the right stocks to invest in. Had you invested in Nvidia Corporation (NASDAQ: NVDA ) based on my recommendation in 2021, you would be sitting on huge gains today.

It's Time! 3 Overhyped AI Stocks to Sell in February

Invesco QQQ

Over the past year, the tech-heavy Nasdaq 100 ETF ( QQQ ) is up a robust 44.38%. The Nasdaq and the rest of the major market indices bottomed in late 2022, against all odds and amidst a cloudy macroeconomic backdrop.

What's Next for Tech Stocks? (3 Upcoming Catalysts to Watch)

Nanometrics

TuSimple Holdings

Nvidia's 13F revealed some interesting investments.

News for ARM Holdings PLC Stock (ARM)