ARM控股股票因第三季度財報下滑:收入和每股收益均超預期,上調指引

財報速遞
02-06

ARM控股公司(NASDAQ:ARM)於週三收盤後公佈了2025財年第三季度財務業績。以下是報告的主要內容。 第三季度業績:ARM報告第三季度收入爲9.83億美元,高於分析師預期的9.4673億美元。這家芯片設計公司報告調整後每股收益爲39美分,也高於分析師預期的34美分。 同比收入增長了19%,主要得益於創紀錄的特許權使用費收入和許可收入的持續強勁。特許權使用費收入同比增長了23%,主要是由於Armv9架構的持續採用,數據中心中ARM芯片的使用增加以及物聯網的改進。 年度合同價值(ACV)同比增長了9%,達到了12.7億美元。ARM表示本季度自由現金流總計3.49億美元,公司期末持有27.6億美元的現金、現金等價物和短期投資。 “ARM實現了創紀錄的第三季度收入,這得益於ARMv9和CSS計算平臺的持續強勁採用,”ARM控股公司首席執行官Rene Haas表示。 “憑藉我們的高性能、能效靈活的技術,ARM在推動AI創新和轉變用戶體驗方面發揮着關鍵作用,從邊緣到雲端。” 指引:ARM預計第四季度收入爲11.75億美元至12.75億美元。公司預計第四季度調整後每股收益爲48美分至56美分。 ARM還收窄了全年指引。公司現在預計全年收入爲39.4億美元至40.4億美元,全年調整後每股收益爲1.56美元至1.64美元。 ARM高管將於東部時間週三下午5點與投資者和分析師召開電話會議,進一步討論本季度情況。 ARM股價走勢:據Benzinga Pro數據顯示,ARM股價在盤後交易中下跌了6.99%,在週三發佈時的交易價格爲161.25美元。 閱讀下一篇:

  • AMD的AI野心面臨NVIDIA的主導地位——分析師預計增長,但挑戰依然存在
照片:Shutterstock。

以上內容來自Benzinga Earnings專欄,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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