Arm Holdings plc reports EPS in-line, revs in-line; guides Q2 EPS in-line, revs in-line
4:15 PM ET 7/30/25 | Briefing.com
Reports Q1 (Jun) earnings of $0.35 per share, excluding non-recurring items, in-line with the FactSet Consensus of $0.35; revenues rose 12.1% year/year to $1.05 bln vs the $1.05 bln FactSet Consensus. Co issues in-line guidance for Q2, sees EPS of $P0.29-0.37, excluding non-recurring items, vs. $0.35 FactSet Consensus; sees Q2 revs of $1.01-1.11 bln vs. $1.06 bln FactSet Consensus.
05:10 PM EDT, 07/30/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:
ARM posted Jun-Q EPS of $0.35 vs. $0.40 prior, matching consensus, while sales rose 12%, slightly missing our 13% forecast. Royalty revenue grew a healthy 25% driven by Armv9 adoption and data center usage, though licensing fell 1% due to timing fluctuations. We are disappointed by the mixed results given our view that ARM had set a low bar in May amid greater data center spending. ARM guides Sep-Q revenue of $1.01B-$1.11B, in line with our $1.07B forecast and EPS of $0.29-$0.37, matching our $0.35 expectation, but again provided no full-year guidance. Data centers remain the long-term growth driver, with over 70K enterprises running AI workloads on Neoverse chips (40% Y/Y increase) and ARM positioned for nearly 50% market share of chips shipped to top hyperscalers. Despite licensing revenue declining 1% to $468M, underlying momentum remains robust with ACV growing 28% Y/Y to $1.53B. We believe in-line results amid chip sector strength are insufficient to drive meaningful share upside.
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