
Arm Holdings reported mixed financial results, with a beat on quarterly earnings per share (EPS) and revenue, driven primarily by strong licensing activity. The company's quarterly revenue forecast exceeded Wall Street expectations, while its annual revenue guidance fell short. Despite these results, Arm's stock declined by 6.2% in after-hours trading. The company's executives expressed confidence, noting record revenues in Q4 and expecting strong year-over-year growth in revenue and profits for the next quarter. Additionally, Arm anticipates at least 20% revenue growth in FY 2026 and 2027. The EPS and revenue beats were accompanied by strong tailwinds projected for 2025.
$ARM SEES AT LEAST 20% REVENUE GROWTH IN FY 2026, 2027
Arm shares drop as revenue forecast falls short despite AI boom https://t.co/f9S9hKB5Oj
"The quarter itself was not a bad print," New Street Research analyst Rolf Bulk says on $ARM. "They beat on revenue driven mostly by very strong licensing activity." https://t.co/8q8RdiLHrC
