NASDAQ$ARM

ARM Holdings PLC · Q2 2025 earnings

Q2 2025 earnings · · Investor relations

Briefing

ARM Q2 2025 — £120.0M 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 Q2 2025 results. Net income of £107. Headline numbers extracted from the Form 6-K press release; narrative is light because this row was processed without an LLM call.

  • Revenue: £120.0M.
  • Net income: £107.
  • Gross profit: £812.

Headline financials

Total Revenue

$844M

Previous: $806M+4.7%
EPS (adj)

$0.30

Previous: $0.36-16.7%
Capital Expenditures

-$60M

Previous: -$47M-27.7%
Net Income

$107M

Previous: -$110M+197.3%
Operating Income

$64M

Previous: -$156M+141.0%
Gross Profit

$768M

Previous: $760M+1.1%
R&D Expense

$507M

No prior period
Stock-Based Comp

$218M

Previous: $513M-57.5%

Revenue & EPS history

ARM · Revenue · Quarterly

$844M

Q2 2025+4.7%vs Q2 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 Q2 2025

Historical avgQ2 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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