Arm Holdings plc beats by GBP0.06, beats on revs; guides DecQ EPS above consensus, revs above consensus
-0.34%
Reports Q2 (Sep) earnings of GBP0.39 per share, excluding non-recurring items, GBP0.06 better than the FactSet Consensus of GBP0.33; revenues rose 34.5% year/year to GBP1.14 bln vs the GBP1.06 bln FactSet Consensus. Co issues upside guidance for Q3 (Dec), sees EPS of GBP0.37-0.45, excluding non-recurring items, vs. GBP0.35 FactSet Consensus; sees Q3 revs of GBP1.175-1.275 bln vs. GBP1.11 bln FactSet Consensus.
05:00 PM EST, 11/05/2025 (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 delivered strong Sep-Q results, with revenue growing 34% Y/Y to $1.135B (beating our +26% forecast), exceeding guidance across key metrics, with non-GAAP operating margin expanding 250 bps to 41.1%. License revenue surged 56% to $515M, while royalty revenue grew 21% to $620M, driven by Armv9 adoption and CSS strategy gaining traction, with 19 licenses across 11 companies. Diversified growth across smartphones, data centers, automotive, and IoT reduces historical smartphone dependence and positions ARM to benefit from AI infrastructure buildout. Dec-Q guidance exceeded expectations, with revenue of $1.225B and EPS of $0.41 vs expectations of $1.111B and $0.35. ARM's data center positioning looks compelling, expecting nearly 50% CPU market share among top hyperscalers this year, with major cloud providers including AWS, Google, and Microsoft expanding ARM-based offerings and strategic partnerships like Meta validating the full-stack approach.
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