Inferra AIResearch Tools

Inferra AI / Company / ARM

Arm Holdings

ARM · AI Watchlist

Last earnings Jul 29, 2026  ·  Next earnings Nov 4, 2026

Key results

Revenuequarter

$ 221 million

revenue of $ 221 million and $ 76 million , and point-in-time

SEC original ↗Arm Holdings — Earnings release (6-K report)6-KJul 30, 2025

revenue of $ 247 million and $ 396 million , for the three months ended June 30, 2025 and 2024, respectively.

SEC original ↗Arm Holdings — Earnings release (6-K report)6-KJul 30, 2025

AI analysis

Q2 2025 · reported Jul 30, 2025

Based on: Earnings release — transcript not held

Revenue · Q2 2025
$ 221M
6-K · Jul 30, 2025

Headline figures

MetricQ2 2025Prior qtrYear ago
Revenue$ 221 million——

6-K · Jul 30, 2025

Guidance · company-stated

No guidance located in the held release

Outlook statement

“Derivatives and Hedging (Topic 815) Hedge Accounting Improvements : In November 2025, the FASB issued ASU 2025-09, which refines hedge accounting to more closely align an entity s financial reporting with the economics of risk management activities, including expanded eligibility to hedge groups of forecasted transactions, introduces a new model for choose-your-rate debt instruments, and certain changes that avoid automatic redesignation when the hedged risk is revised if effectiveness is maintained.”

Next earningsNov 4, 2026Verified from the company’s own announcement

Capital allocation

The preference shares are convertible into common shares of Kigen and are entitled to full dividends, distribution and voting rights.

For the three months ended June 30, 2025 and 2024, the Company recognized $ 1.1 million and $ 0.1 million, respectively, in dividends from equity investments measured using the NAV practical expedient.

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Form 20-F Form 40-F Quarterly report for the three months ended June 30, 2025

Based on: Earnings release — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

The preference shares are convertible into common shares of Kigen and are entitled to full dividends, distribution and voting rights.

SEC original ↗Arm Holdings — Earnings release (6-K report)6-KJul 30, 2025

For the three months ended June 30, 2025 and 2024, the Company recognized $ 1.1 million and $ 0.1 million, respectively, in dividends from equity investments measured using the NAV practical expedient.

SEC original ↗Arm Holdings — Earnings release (6-K report)6-KJul 30, 2025

Under the PWER approach, the share value today is based on the probability-weighted, present value of expected future distributions, taking into account the rights and preferences of each debt and equity class.

SEC original ↗Arm Holdings — Earnings release (6-K report)6-KJul 30, 2025

The RSUs and PSUs granted neither carry rights to dividends nor voting rights until the shares are issued or transferred to the recipient.

SEC original ↗Arm Holdings — Earnings release (6-K report)6-KJul 30, 2025

Risks & headwinds

These statements involve known and unknown risks, uncertainties and other important factors that may cause our actual results, levels of activity, performance or achievements to be materially different from the information expressed or implied by these forward-looking statements.

SEC original ↗Arm Holdings — Earnings release (6-K report)6-KJul 30, 2025

Risk Factors in our Annual Report for additional risks and uncertainties that may cause Arm s actual results, levels of activity, performance or achievements to be materially different from the information express or implied by forward-looking statements included herein.

SEC original ↗Arm Holdings — Earnings release (6-K report)6-KJul 30, 2025

All such factors are difficult to predict, represent uncertainties that may materially affect actual results and may be beyond our control.

SEC original ↗Arm Holdings — Earnings release (6-K report)6-KJul 30, 2025

If one or more risks or uncertainties materialize, or if our underlying assumptions prove to be incorrect, our actual results may vary materially from what we may have expressed or implied by these forward-looking statements.

SEC original ↗Arm Holdings — Earnings release (6-K report)6-KJul 30, 2025

Documents

Earnings deck slides

0 decks with slide view

Arm Holdings — Results Presentation (FYE27 Q1) — Slide view unavailable — the original PDF could not be retrieved for segmentation (HTTP Error 403: Forbidden).

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Nebius Group (NBIS) AI WatchlistTaiwan Semiconductor (TSM) AI WatchlistIonQ (IONQ) AI WatchlistCredo Technology (CRDO) AI WatchlistSnowflake (SNOW) AI WatchlistD-Wave Quantum (QBTS) AI WatchlistFuelCell Energy (FCEL) AI WatchlistCoreWeave (CRWV) AI Watchlist

Filings

50 documents

Earnings releases

35 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for Arm Holdings are held in this edition of the library.

Mentioned by

6 companies

Other tracked companies whose held documents mention Arm Holdings by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.