Education
About Us
Working with TipRanks
Follow Us
ARM Holdings PLC ADR (ARM)
NASDAQ:ARM
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
0.35Last Year’s EPS
0.4Same Quarter Last Year
Moderate Buy
Based on 19 Analysts Ratings
---
Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: 6.33%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Positive
The earnings call highlighted Arm's strong financial performance with record revenues and growth in both royalty and licensing revenue. The company's strategic advancements in AI and data centers were notable. However, macroeconomic uncertainties and the decision to withhold full-year guidance due to limited visibility cast some concerns.Company Guidance
During the Arm Q4 and fiscal year 2025 conference call, the company provided guidance that highlighted record-breaking financial performance driven by strong demand for power-efficient AI compute across various sectors. Arm achieved a milestone with Q4 revenue exceeding $1 billion, contributing to a full-year revenue of over $4 billion, with royalty revenue surpassing $2 billion. The company reported a record royalty of $607 million for Q4, attributing growth to broad-based adoption across major markets such as data center, automotive, smartphones, and IoT. Arm expects up to 50% of new server chips at hyperscalers to be Arm-based in the current year. For Q1 fiscal 2026, Arm anticipates revenue between $1.0 billion and $1.1 billion, with a strong 25% to 30% projected royalty growth. The company is not providing full-year guidance due to macroeconomic uncertainties but remains confident in healthy growth, driven by visibility into customer design pipelines and rising demand for custom silicon and AI solutions.Record-Breaking Revenue and Growth
Q4 revenue exceeded $1 billion for the first time in Arm's history. For the full year, revenue topped $4 billion, with royalty revenue surpassing $2 billion, marking a first for the company.
Strong Royalty Revenue Growth
Arm delivered record royalty revenue of $607 million in Q4, an 18% year-on-year increase, driven by strong demand across all major markets. Smartphone royalties jumped 30% year-on-year.
Significant Licensing Revenue
Licensing revenue hit an all-time high of $634 million in Q4, driven by new deals and a 50% year-on-year increase. This includes a multi-year AI partnership with the Malaysian government.
AI and Data Center Expansion
Arm expects up to 50% of new server chips at hyperscalers to be Arm-based. The company is seeing strong momentum in custom silicon and AI infrastructure.
---
ARM Earnings History
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
---
ARM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2025 | $124.19 | $116.52 | -6.18% |
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% |
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.
---
FAQ
When does ARM Holdings PLC ADR (ARM) report earnings?
ARM Holdings PLC ADR (ARM) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is ARM Holdings PLC ADR (ARM) earnings time?
ARM Holdings PLC ADR (ARM) earnings time is at Jul 30, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ARM EPS forecast?
ARM EPS forecast for the fiscal quarter 2026 (Q1) is 0.35.
---
