Arm Holdings plc : Some volatility in the phasing of licences, but Arm remains well placed to take advantage of the budding recovery on the smartphone market
>Q2 2023-24 results well above expectations (EPS 38% above the consensus), thanks mainly to licences - Q2 2023-24 revenues (calendar Q3) came to $ 806m, up +28% y-o-y, well above the consensus forecast of $ 740m (+17% y-o-y). This good performance is due to royalties of $ 418m, down -5% y-o-y (consensus $ 407m), and licence revenues that were much higher than expected at $ 388m (+106% y-o-y, consensus $ 335m). Licensing revenues are generally volatile as they depend ...
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.
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