Reported Q: Q1 2025 Rev YoY: +39.1% EPS YoY: +110.0% Move: +0.74%
Arm Holdings plc American
ARM
$124.61 0.74%
Exchange NASDAQ Sector Technology Industry Semiconductors
Q1 2025
Published: Aug 1, 2024

Company Status Snapshot

Fast view of the latest quarter outcome for ARM

Reported

Report Date

Aug 1, 2024

Quarter Q1 2025

Revenue

939.00M

YoY: +39.1%

EPS

0.21

YoY: +110.0%

Market Move

+0.74%

Previous quarter: N/A

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Earnings Highlights

  • Revenue of $939.00M up 39.1% year-over-year
  • EPS of $0.21 increased by 110% from previous year
  • Gross margin of 94.2%
  • Net income of 223.00M
  • "Rene Haas: 'We now have over 20 million software developers... We've added KleidiAI software libraries, which will make it easier for developers to benefit from Arm Compute platform.'" - Rene Haas
ARM
Arm Holdings plc American Depositary Shares

Executive Summary

Arm Holdings plc (ARM) reported a remarkable first quarter of fiscal 2025, achieving a revenue of $939 million, a 39% increase year-over-year and exceeding earlier guidance. The company also saw a significant rise in licensing revenue, which grew 72% YoY, attributed mainly to heightened demand for their technology in AI applications. Management highlighted the robust growth of royalty revenue, which increased by 17% YoY, driven primarily by the adoption of the Armv9 architecture across multiple sectors. Key developments in Q1 include the ongoing expansion of Arm's compute subsystems in mobile and automotive markets, positioning the company favorably for sustained growth amid strong industry demand for efficient processing capabilities.

Key Performance Indicators

Revenue
Increasing
939.00M
QoQ: 1.19% | YoY: 39.11%
Gross Profit
Increasing
884.50M
94.20% margin
QoQ: 1.90% | YoY: 37.34%
Operating Income
Increasing
182.00M
QoQ: 727.27% | YoY: 63.96%
Net Income
Increasing
223.00M
QoQ: -0.45% | YoY: 112.38%
EPS
Increasing
0.21
QoQ: -4.55% | YoY: 110.00%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 1,053.00 0.12 +12.1% View
Q4 2025 1,241.00 0.20 +33.7% View
Q3 2025 983.00 0.24 +19.3% View
Q2 2025 844.00 0.10 +4.7% View
Q1 2025 939.00 0.21 +39.1% View