ARM
Arm Holdings plc121.10
-3.27-2.63%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q3 '26
Memory risks minimal; CSS accelerates
Q&A downplayed smartphone memory shortages' royalty impact to just 1-2% overall, offset by cloud AI's triple-digit growth exceeding expectations. CSS royalties hit teens percentage of mix this year, potentially reaching 50% in two years as cycle times halve for customers. Rene Haas quashed SoftBank share-sale rumors, citing direct CEO assurance of zero intent. Data center revenue now teens-to-20% of total, poised to top smartphones soon. CSS adoption shrugs off BOM pressures. Management stays bullish on 20% FY27 growth. Cloud ramps matter most now.
Key Stats
Market Cap
128.49BP/E (TTM)
155.26Basic EPS (TTM)
0.78Dividend Yield
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