Report
Martin Marandon-Carlhian ...
  • Stephane Houri

Arm Holdings plc : Q2 2025 beats forecasts but no increase full-year forecasts

>Q2 2025 > earnings thanks to greater licences - Q2 2025 sales stood at $ 844m at +5% y-o-y, above the consensus at $ 812m (guidance $ 780-830m). This performance can be explained by licence revenues of $ 330m, down as expected, but just 15% after +72% in Q1. This figure is above the consensus of $ 297m. Annualised value of contracts remains the most relevant indicator for growth in licence revenues. It stands at $ 1,253m at +13% y-o-y, above the consensus at $ 1.2b...
Underlying
ARM HOLDINGS PLC

Provider
Oddo BHF
Oddo BHF

​Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.

Analysts
Martin Marandon-Carlhian

Stephane Houri

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