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Arm Holdings Exceeds Revenue Expectations, Shares Surge 3%

11/5/2025

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Summary

Story summary

Arm Holdings forecasts third-quarter revenue of $1.23 billion, above analyst expectations of $1.1 billion.
Shares rose about 5% intraday and settled up 3%.
CEO Rene Haas notes Compute Subsystems products generate higher royalties.
In the second quarter Arm posted revenue of $1.14 billion, up 34%, with licensing revenue up 56% to $515 million.
Arm plans to invest profits in developing its chips, signaling a shift from licensing.

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Story summary

Arm Holdings forecasts third-quarter revenue of $1.23 billion, above analyst expectations of $1.1 billion.
Shares rose about 5% intraday and settled up 3%.
CEO Rene Haas notes Compute Subsystems products generate higher royalties.
In the second quarter Arm posted revenue of $1.14 billion, up 34%, with licensing revenue up 56% to $515 million.
Arm plans to invest profits in developing its chips, signaling a shift from licensing.