Arm Races Ahead Then Stumbles
Ah the thrill of the race! Arm reported a stellar fourth quarter revenue of $928 million a 47% jump from last year. Impressive! But alas the stumble came with the revenue guidance for the 2025 fiscal year of $3.8 billion to $4.1 billion leaving investors cold and Arm shares taking a dive.
Licensing Business to the Rescue
What's a hero without a trusty sidekick? Arm's licensing business swooped in to save the day growing by 60% to $414 million in the quarter. Talk about side hustle! The licensing business also secured "multiple high value license agreements" for AI chips proving once again that Arm is not one to be underestimated.
Citi Analysts: Keeping the Faith
In the midst of uncertainty Citi analysts are standing firm with their 'buy' rating on Arm stock. They believe in the power of Arm's licensing business and the potential for future royalty growth. It's like a sci fi movie with Citi analysts playing the role of the loyal sidekick ready to fight alongside Arm for victory!
Arm's AI Armory
Arm's royalty revenues surged by 37% to $514 million fueled by the increasing adoption of their Armv9 based chips. It's like watching a superhero suit up for battle! The company's AI chips are paving the way for innovation and growth all while keeping investors on the edge of their seats.
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From Klaus Schwabb
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indiepro
Arm's licensing business is the real MVP here. Always swooping in to save the day!
letterj
A rocky road for Arm, but with Citi analysts by their side, the future looks bright.
kvklay
Investing in Arm is like being part of an epic saga. The ups and downs just add to the excitement!
wilson
Armv9-based chips are the real game-changer in the tech industry. Arm is leading the charge!