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:
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:
Photo: Shutterstock.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.