NASDAQ$ARM

ARM Holdings PLC · Q1 2025 earnings

Q1 2025 earnings · · Investor relations

Briefing

ARM Q1 2025 — $76.0M revenue

The following discussion and analysis of our financial condition, results of operations and notes to the unaudited condensed consolidated financial statements included herei. ARM Holdings PLC reported Q1 2025 results. Net income of $223. Headline numbers extracted from the Form 6-K press release; narrative is light because this row was processed without an LLM call.

  • Revenue: $76.0M.
  • Net income: $223.
  • Gross profit: $906.

Headline financials

Total Revenue

$939M

Previous: $675M+39.1%
EPS (adj)

$0.40

Previous: $0.10+300.0%
Capital Expenditures

-$38M

Previous: $26M-246.2%
Free Cash Flow

-$319M

No prior period
Net Income

$223M

Previous: $105M+112.4%
Operating Income

$182M

Previous: $111M+64.0%
Gross Profit

$863M

Previous: $644M+34.0%
R&D Expense

$485M

No prior period
Stock-Based Comp

$182M

Previous: $140M+30.0%

Revenue & EPS history

ARM · Revenue · Quarterly

$939M

Q1 2025+39.1%vs Q1 2024
Beat estimate in 8 of 9 quarters(89%)
ActualEstimate

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 14 quarterly earnings reports · overlaid with Q1 2025

Historical avgQ1 2025

+3.5%

Avg return

Earnings day

+7.2%

Avg return

5 days after

+17.5%

Avg return

30 days after

29%

4 / 14 earnings

Positive

+56.1%

Q3 2024

Best reaction

-21.3%

Q1 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026-9.0%-12.8%+44.6%
Q3 2026+5.7%+20.1%+9.0%
Q2 2026-3.2%-6.5%-11.8%
FY 2025-5.9%-16.0%-15.3%
Q3 2025-3.3%-9.0%-27.5%
Q2 2025+7.1%+0.9%+0.2%
Q1 2024-21.3%-21.3%-7.8%
Q1 2025-8.6%-16.9%-0.1%
Q4 2022-3.4%+1.7%+31.0%
Q4 2024-3.9%+8.7%+26.7%
Q3 2023+49.6%+55.8%+70.7%
Q3 2024+56.1%+104.1%+80.2%
Q2 2023-3.9%-1.8%+23.6%
Q2 2024-6.7%-6.5%+21.6%
Q4 2023
Q1 2023

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