Arm Holdings plc : Investors should take advantage of the fall in the share price today, with the investment case remaining fully intact

>Q1 2024-25 results 14% > expectations - Q1 2024-25 sales came to $ 939m, up +39% y-o-y and +1% q-o-q, above the consensus forecast of $ 939m and the high point of the guidance range of $ 875-925m. This performance is attributable to licensing revenues of $ 472m, up +72% y-o-y (after +60% in Q4), well above the consensus at $ 421m. This results from long-term client commitments and the conversion of the backlog. Licence revenues remain volatile from one quarter to th...