ARM控股股票因第三季度财报下滑:收入和每股收益均超预期,上调指引

财报速递
02-06

ARM控股公司(NASDAQ:ARM)于周三收盘后公布了2025财年第三季度财务业绩。以下是报告的主要内容。 第三季度业绩:ARM报告第三季度收入为9.83亿美元,高于分析师预期的9.4673亿美元。这家芯片设计公司报告调整后每股收益为39美分,也高于分析师预期的34美分。 同比收入增长了19%,主要得益于创纪录的特许权使用费收入和许可收入的持续强劲。特许权使用费收入同比增长了23%,主要是由于Armv9架构的持续采用,数据中心中ARM芯片的使用增加以及物联网的改进。 年度合同价值(ACV)同比增长了9%,达到了12.7亿美元。ARM表示本季度自由现金流总计3.49亿美元,公司期末持有27.6亿美元的现金、现金等价物和短期投资。 “ARM实现了创纪录的第三季度收入,这得益于ARMv9和CSS计算平台的持续强劲采用,”ARM控股公司首席执行官Rene Haas表示。 “凭借我们的高性能、能效灵活的技术,ARM在推动AI创新和转变用户体验方面发挥着关键作用,从边缘到云端。” 指引:ARM预计第四季度收入为11.75亿美元至12.75亿美元。公司预计第四季度调整后每股收益为48美分至56美分。 ARM还收窄了全年指引。公司现在预计全年收入为39.4亿美元至40.4亿美元,全年调整后每股收益为1.56美元至1.64美元。 ARM高管将于东部时间周三下午5点与投资者和分析师召开电话会议,进一步讨论本季度情况。 ARM股价走势:据Benzinga Pro数据显示,ARM股价在盘后交易中下跌了6.99%,在周三发布时的交易价格为161.25美元。 阅读下一篇:

  • AMD的AI野心面临NVIDIA的主导地位——分析师预计增长,但挑战依然存在
照片:Shutterstock。

以上内容来自Benzinga Earnings专栏,原文如下:

Arm Holdings Plc (NASDAQ:ARM) reported third-quarter financial results for fiscal year 2025 after the market close on Wednesday. Here’s a rundown of the report.

Q3 Earnings: Arm reported third-quarter revenue of $983 million, beating analyst estimates of $946.73 million. The chip designer reported adjusted earnings of 39 cents per share, beating analyst estimates of 34 cents per share, according to Benzinga Pro.

Total revenue was up 19% year-over-year, driven by record levels of royalty revenue and continued strength in license revenue. Royalty revenue grew 23% year-over-year primarily driven by continued adoption of Armv9 architecture, increased usage of Arm chips in data centers and IoT improvement.

Annualized contract value (ACV) was up 9% year-over-year to $1.27 billion. Arm said free cash flow totaled $349 million in the quarter. The company ended the period with $2.67 billion in cash, cash equivalents and short-term investments.

“Arm delivered record third-quarter revenue driven by continued strong adoption of Armv9 and CSS compute platforms,” said Rene Haas, CEO of Arm Holdings.

“With our high-performance, energy-efficient, flexible technology, Arm is a key enabler in advancing AI innovation and transforming the user experience, from the edge to the cloud.”

See Also: Stocks Rebound, Google Eyes Worst Drop In A Year, Gold Shatters Fresh Records: What’s Driving Markets Wednesday?

Guidance: Arm expects fourth-quarter revenue of $1.175 billion to $1.275 billion. The company anticipates fourth-quarter adjusted earnings of 48 cents to 56 cents per share.

Arm also narrowed its full-year guidance. The company now expects full-year revenue of $3.94 billion to $4.04 billion and full-year adjusted earnings of $1.56 to $1.64 per share.

Arm executives will further discuss the quarter on a call with investors and analysts at 5 p.m. ET.

ARM Price Action: Arm shares were down 6.99% after hours, trading at $161.25 at the time of publication Wednesday, according to Benzinga Pro.

Read Next:

  • AMD’s AI Ambitions Face NVIDIA’s Dominance—Analysts See Growth, But Challenges Remain

Photo: Shutterstock.

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