An enviable part of Arm Holdings PLC’s business model shone in the latest quarter, and analysts are feeling increasingly upbeat about the company’s future — so much so that the stock was shooting some 50% higher in Thursday morning action.“The royalty revenue line is the focus of investors — for good reason,” Guggenheim analyst John DiFucci wrote in a note to clients late Wednesday. The business, which “is the primary driver of profit,” grew revenue 11% in the latest quarter to $470 million, beating expecta ...

ARM Holdings PLC财报表现 - ARM Holdings PLC (NASDAQ:ARM)在第三季度财报中表现出色，股价创下历史新高[1] - ARM股价突破了$80的阻力位，过去三个月涨幅超过104%，2024年涨幅已达40.6%[4] 选项交易者兴趣增加 - 选项交易者对ARM的兴趣迅速增加，交易量大幅超过平均水平[2] 分析师目标股价调整 - 12位分析师上调了ARM的目标股价，其中BofA Global Research将目标价从$80上调至$110[3]

Cambridge, England-based fabless chipmaker Arm Holdings PLC (NASDAQ:ARM) continued raging higher on the Nasdaq exchange on Thursday, with nearly 40% added to its share in the opening few hours. Arm’s market valuation now stands at more than $105 billion, having added a walloping $27 billion today alone. Year to date, the stock is up over 50% and has about doubled since IPOing in the US last September. The astronomical rally follows yesterday’s second-quarter results, when Arm posted record quarterly revenue ...

Arm CEO Rene Haas and executives cheer as Softbank's Arm, a chip design firm, holds an initial public offering at the Nasdaq MarketSite in New York, Sept. 14, 2023.Shares of chip designer Arm climbed almost 30% in extended trading Thursday morning after the company reported better-than-expected earnings Wednesday and a strong profit forecast for the current quarter. Shares were up as much as 41% in trading after the bell Wednesday.Arm's chip design technology is in most smartphones and many PCs. The company ...

Stock futures dipped slightly in premarket trading on Thursday as investors digested earnings from entertainment giant Disney and chip designer Arm.Arm (ARM) shares soared in premarket trading after topping earnings estimates and offering current quarter guidance well ahead of Wall Street's expectations. Disney (DIS) gained premarket after beating earnings expectations and announcing a $1.5 billion investment in Fortnite maker Epic Games.Treasury yields and the dollar inched up Thursday morning, while crude ...

财务表现 - Arm Holdings在发布强劲的第三季度财报后，股价在周三盘后交易中飙升19.9%[1] - 公司的营收和盈利大幅超过华尔街的共识预期，管理层将全年指导提高到远高于分析师预期的水平[2] - Arm的调整后净收入在2024财年第三季度增长了36%，超过了华尔街对每股收益和营收的预期[4] 现金流和投资 - 公司在第三季度运营现金流下降25%，但调整后的自由现金流在过去12个月内增长了63%[6] - Arm在第三季度结束时拥有24亿美元的现金、现金等价物和短期投资，较上一季度增长9%[7] 收入来源 - 公司的营收主要来自版税和许可证，其中版税收入创下季度纪录，许可证收入也好于管理层预期[8] 业绩展望 - Arm的管理层对第四季度和整个2024财年的业绩展望均超出华尔街预期，预计将实现强劲增长[10][12] AI领域发展 - 公司CEO表示，Arm在AI领域取得了良好的增长，未来前景光明[9][14]

British central processing unit (CPU) designer Arm Holdings PLC (NASDAQ:ARM)’s second quarter as a Nasdaq-listed company brought in record quarterly revenues for the group, with earnings exceeding the top end of guidance. Total revenues came to $824 million (£652 million), up 14% year on year, with royalty revenue up 11% and licensing revenue up 128%. Arm receives royalties for every smartphone and device that incorporates its CPU architecture, while licensing revenues are generated by customers paying for ...

SoftBank Group shares rose sharply after U.S.-listed shares of chip-designer unit Arm Holdings surged overnight following a better-than anticipated outlook.Shares of SoftBank Group 9984, +9.07% were recently 8.3% higher at 7,168 yen after rising as much as 9.6% earlier Thursday morning.The British chip designer’s stock ARM, +5.52% climbed by 20% in after-hours trading, following the company’s forecast of $850 million to $900 million of sales in its current quarter. That beat forecasts of $779 million in a F ...

Arm Holdings Plc (ARM) stock soared more than 20% in after-hours trading Wednesday after reporting strong earnings and a rosy outlook amid increasing demand for artificial intelligence processing.The British semiconductor designer reported fiscal 2024 third-quarter adjusted earnings per share of 29 cents, up from 22 cents a year earlier. Revenue rose 14% to $824 million as the company gained market share in the cloud and automotive space, and as AI boosted its licensing revenue. The top and bottom line figu ...

营收 - 第三季度营收创下历史纪录，超出了指导范围的高端[8] - 预计第四季度将再次创下历史纪录[8] - 第四季度营收预计范围为8.5亿美元至9亿美元，中间值为8.75亿美元[16] 版税收入 - 预计第四季度总营收中，版税收入将环比增长中单位数，并同比增长超过30%[17] - 现在Armv9的渗透率增加，版税率平均至少是等效Armv8产品的两倍[17] - 65%的版税收入来自移动市场以外的领域，市场份额增长将带来更多的收入增长[17] 技术研发 - 许多新的ATA交易将在第四季度签署，对最新技术的需求仍然很高[18] - 需要访问具有人工智能能力的CPU和相关技术，如我们的计算子系统[18] 人工智能需求 - 数据中心方面的增长主要来自于人工智能需求的增加，特别是在训练和推理方面[42][43][44] - 边缘设备（如智能手机）上的人工智能工作负载增加，越来越多的计算技术被应用到手机中[43][44][53][54][55] - v9架构在高端智能手机中得到广泛应用，而且这些手机的销量也在增长[53][54][55][62] - 公司在v9架构的市场份额在云计算和网络领域都有所增长，尤其是在人工智能的推动下[64] 市场表现 - 中国市场iPhone销售创下收入纪录为967.7亿美元[110] - 中国在Q3占总收入的25%，较Q2的20%有所增长[79] - Arm China贡献了25%的总收入，较Q2的20%有所增长[79] - Arm China的增长主要受益于智能手机市场的复苏[82] - 公司预计中国市场在未来会下降至总收入的两位数百分比[91] 其他 - 40%到50%的许可收入来自于之前签署的合同[88] - 近期在人工智能领域出现了一些独特的短周期交易[89] - 公司对未来的进展感到乐观，但会在90天后再次评估[92]