Arm demonstrated strong financial performance with record revenues and growth in key areas, particularly in AI and data centers. However, challenges such as flat Armv9 contribution and increased operating costs present areas of concern.

Company Guidance

In the recent fiscal 2025 Q3 earnings call, Arm reported record revenues, with total revenue reaching $983 million, marking a 19% year-on-year growth, and royalty revenue hitting a record $580 million, up 23% year-on-year. The company's strong performance was driven by increased adoption of Armv9 technology and Compute Subsystems (CSS), especially in smartphones, data centers, and IoT devices. The call also highlighted Arm's strategic investments in AI and CSS, with expectations to continue this trend into fiscal 2026. For the upcoming Q4, Arm provided guidance for revenue between $1.175 billion and $1.275 billion, representing a 32% year-on-year growth at the midpoint. Additionally, for the full fiscal year, Arm expects total revenue to reach approximately $4 billion, with a royalty revenue growth rate in the high-teens and license revenue expected to grow around 30% year-on-year. Non-GAAP operating expenses are projected to be about $2.1 billion, reflecting a 21% increase, and non-GAAP EPS is anticipated to be between $1.56 and $1.64.

Record-Breaking Revenue and Growth

Arm reported record total revenue of $983 million for Q3, a 19% year-on-year increase, and record royalty revenue of $580 million, up 23% year-on-year, exceeding expectations.

Strong Demand for v9 and CSS

There was strong adoption of Armv9 and CSS technologies across all end-markets, including smartphones, data centers, networking, and automotive, contributing significantly to revenue growth.

Data Center and AI Expansion

Arm gained market share in the data center with AWS Graviton, Microsoft Cobalt, Google Axion, and NVIDIA's Grace ARM-based chips. Notable projects include NVIDIA's Project DIGITS and Stargate with OpenAI and SoftBank.

Positive Outlook and Guidance

For Q4, Arm expects revenue between $1.175 billion and $1.275 billion, representing a 32% year-on-year growth at the midpoint. Full-year revenue is expected to grow by about 24% year-on-year.

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ARM Holdings PLC ADR (ARM) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ARM Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
May 07, 2025	2025 (Q4)	0.52 / -	0.36	―	―	―
Feb 05, 2025	2025 (Q3)	0.34 / 0.39	0.29	34.48% (+0.10)
Nov 06, 2024	2025 (Q2)	0.26 / 0.30	0.36	-16.67% (-0.06)
Jul 31, 2024	2025 (Q1)	0.34 / 0.40	0.24	66.67% (+0.16)
May 08, 2024	2024 (Q4)	0.30 / 0.36	0.003	11900.00% (+0.36)
Feb 07, 2024	2024 (Q3)	0.25 / 0.29	0.177	63.84% (+0.11)
Nov 08, 2023	2024 (Q2)	0.26 / 0.36	0.11	227.27% (+0.25)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

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ARM Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 05, 2025	$173.26	$167.47	-3.34%
Nov 06, 2024	$144.68	$150.65	+4.13%
Jul 31, 2024	$144.17	$121.51	-15.72%
May 08, 2024	$106.07	$103.59	-2.34%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

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