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Arm业绩会:仍维持对windows arm增长预测,云市场客户已开始使用相关产品

智通财经APP获悉,2025财年第二财季Arm Holdings实现营收8.44亿美元,同比增长5%。GAAP 毛利润8.12亿美元;non-GAAP毛利润8.20亿美元,对应non-GAAP 毛利率97.2%,与上一财年同期大致齐平。对于PC市场50%市占率目标是否维持,ARM仍维持对windows arm增长的预测;在云计算市场有产品化推进且乐观,手机市场本季度有明显进展。ARM表示,中长期来看,云计算市场份额和费率是ARM估值的重要新增变量,本季度云市场客户已开始使用相关产品。
Arm业绩会:仍维持对windows arm增长预测,云市场客户已开始使用相关产品

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