Arm Beats First-Quarter Earnings and Revenue Estimates, Guides Higher on Data Center Royalty Growth

businesscompany-earningsaiai-infrastructureai-compute-chips 3 posts · 3 accounts

Arm beat first-quarter earnings estimates and reported $0.45 per share on $1.29 billion in revenue, topping consensus for both metrics. The chip designer also guided for second-quarter revenue of $1.38 billion and adjusted profit of $0.47 per share, both above analyst expectations.

Royalties from the data center division more than doubled as artificial intelligence infrastructure spending accelerated, according to the company. The outperformance highlights strong near-term demand for high-performance computing chip designs ahead of the upcoming fiscal reporting schedule.

From the sources (3 posts)

@tradfi

*ARM HOLDINGS Q1 ADJ EPS $0.45 VS IBES ESTIMATE $0.40 *ARM HOLDINGS Q1 REV $1.29 BLN VS IBES ESTIMATE $1.26 BLN *ARM HOLDINGS OUTLOOK Q2 REV $1.38 BLN VS IBES ESTIMATE $1.34 BLN *ARM HOLDINGS OUTLOOK Q2 ADJ EPS $0.47 VS IBES ESTIMATE $0.

@georgekettisjr

Arm forecasts quarterly revenue above estimates on AI-driven chip demand - Reuters

@schaeffers

JUST IN: Arm $ARM beat Q1 earnings and revenue estimates while issuing better-than-expected guidance. The company said data center royalties more than doubled as AI infrastructure adoption accelerated.

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