Overview
- Arm reported quarterly earnings of $0.60 per share on $1.49 billion in revenue, topping forecasts of $0.58 and $1.47 billion, and guided next quarter revenue to about $1.26 billion plus or minus $50 million, or roughly 20% growth at the midpoint.
- Shares jumped 13.63% to $237.30 during regular trading and slipped 6.40% after hours to $222.12, according to Benzinga.
- The stock finished April up 39%, a move tied to Arm’s first in-house chip plan—the Arm AGI CPU—along with a broader chip rally and a market story favoring CPUs, according to S&P Global Market Intelligence and Yahoo Finance.
- CEO Rene Haas said AI is widening the CPU market, noted the AGI CPU design includes 136 cores with room to scale, and argued Arm’s per-core efficiency is an edge as big accelerators from Nvidia, Google, and Amazon link to Arm-based systems.
- The results arrive as Arm shifts from a pure licensing-and-royalty model toward building silicon, a change that could lift growth if the AGI CPU gains traction but faces stiff competition from Intel, AMD, and Nvidia.