Arm Holdings公布第二季度业绩,股价为何下跌?

华尔街洞察11-07

11月6日,英国芯片设计公司Arm Holdings(纳斯达克代码:ARM)公布了2024财年第二季度业绩,但股价在盘后交易中下跌了2.5%。该公司财报显示,截至9月30日,Arm每股收益为调整后的0.30美元,营收同比增长5%,达到8.44亿美元。尽管基于Armv9架构的许可使用费收入同比增长了23%,达到5.14亿美元,但许可和其他收入同比下降15%,至3.30亿美元。

分析师普遍预期Arm在该季度将实现调整后每股收益0.26美元,收入为8.109亿美元,因此其实际业绩在部分指标上超出预期。然而,对于2025财年第三季度,Arm预计调整后每股收益将在0.32至0.36美元之间,收入预期在9.2亿至9.7亿美元之间,中位数为9.45亿美元,略低于市场预期的9.509亿美元。分析师此前预期每股收益为0.34美元。

Arm将在东部时间下午5点召开财报电话会议,详细解读业绩表现和未来展望。

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