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07-30
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Arm Shares Dive Despite Forecasts Above Estimates
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<a href=\"https://laohu8.com/S/ARM\">Arm Holdings</a>, signaled strong demand from AI on Wednesday, yet shares slid 6.2% after hours in choppy trade even though the intellectual property and chip designer forecast second-quarter revenue above Wall Street estimates.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/73cc5e78bf253c4f02a61370dcfe48d4\" tg-width=\"539\" tg-height=\"158\"/></p><p>Shares fell after Arm said it expects smartphone royalties to fall in "this next quarter.</p><p>The boom around AI and more recently the demand for agents - programs that can act with little or no human direction - has boosted demand for Arm's chip architecture, which powers an increasing number of data center central processing units (CPUs).</p><p>Cloud giants such as <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> build custom AI chips, which have boosted the company's licensing revenue and royalties as more complex chips are shipped to data centers.</p><p>"The more inference workloads you run, that creates work that only CPUs can do," Arm CEO Rene Haas told Reuters.</p><p>Inference refers to the process of generating an answer when a user queries a chatbot such as Anthropic's Claude.</p><p>Arm sells intellectual property that other chip companies license and pay royalties on for each unit shipped, but has recently decided to make its own central processing unit for the data center.</p><p>Higher demand from big tech company chips, along with new entrants such as Nvidia (NVDA.O), opens new tab and its Vera processor, helped the company report higher-than-expected revenue, Haas said. Qualcomm also launched its C1000 data center chip, which does not contribute to Arm revenue now but will in the future, he said.</p><p>Haas said the company has shipped 1.5 billion Arm cores for the data center — an important data-crunching portion of each chip — in the last six years, but about 30% were shipped in the last nine months.</p><p>"Growth is accelerating," Haas said.</p><p>Revenue from royalties rose 22% to $715 million in the first quarter, while licensing revenue increased 23% to $574 million.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/35bdf879eeae28a15cb9191f664af69b\" tg-width=\"1138\" tg-height=\"1092\"/></p><p>The company's spending plans and forecast remain unchanged, finance chief Jason Child said during a conference call. Child forecast second-quarter smartphone royalty growth of roughly 10% to 15% and cited memory shortages.</p><p>"The only real weakness in royalties is really on the smartphone side, in particular some of the memory issues," Child said.</p><h2 id=\"id_590712030\" style=\"text-align: start;\">POWER-EFFICIENT DESIGNS</h2><p>Arm's chip designs are prized for their power efficiency, a critical advantage for data center operators looking to manage the soaring energy costs and heat generated by running massive AI models.</p><p>Its AGI CPU, a new AI data center chip unveiled in March, is exceeding initial expectations, with demand surpassing $2 billion across fiscal years 2027 and 2028, the company said. It has already delivered the product to multiple customers.</p><p>Cloud firm <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> has agreed to buy the new chip, Haas said. The CEO did not disclose the contract value.</p><p>"We have new customers in North America and China," Haas said, adding that the company can now secure supply for more than $1 billion worth of chips.</p><p>"I feel better about (supply) than I did 90 days ago," he said.</p><p>Jefferies analysts forecast sales of the new chip reaching $18 billion in fiscal 2031, surpassing the chip designer's own projection of $15 billion. Haas said the company was not changing any forecasts on Wednesday.</p><p>Arm projected second-quarter revenue of $1.38 billion, above analysts' average estimate of $1.34 billion, according to data compiled by LSEG.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/91a6e36f2eaec7436ff3ff16fbda800e\" tg-width=\"1143\" tg-height=\"609\"/></p><p>The British chip designer expects second-quarter profit of 47 cents per share, adjusted for stock compensation, among other things, compared with analysts' expectations of 43 cents per share.</p><p>The company reported revenue of $1.29 billion and adjusted per-share earnings of 45 cents for the first quarter. Analysts expected revenue of $1.26 billion and adjusted profit of 40 cents a share.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Arm Shares Dive Despite Forecasts Above Estimates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nArm Shares Dive Despite Forecasts Above Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-07-30 07:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>July 29 (Reuters) - <a href=\"https://laohu8.com/S/ARM\">Arm Holdings</a>, signaled strong demand from AI on Wednesday, yet shares slid 6.2% after hours in choppy trade even though the intellectual property and chip designer forecast second-quarter revenue above Wall Street estimates.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/73cc5e78bf253c4f02a61370dcfe48d4\" tg-width=\"539\" tg-height=\"158\"/></p><p>Shares fell after Arm said it expects smartphone royalties to fall in "this next quarter.</p><p>The boom around AI and more recently the demand for agents - programs that can act with little or no human direction - has boosted demand for Arm's chip architecture, which powers an increasing number of data center central processing units (CPUs).</p><p>Cloud giants such as <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> build custom AI chips, which have boosted the company's licensing revenue and royalties as more complex chips are shipped to data centers.</p><p>"The more inference workloads you run, that creates work that only CPUs can do," Arm CEO Rene Haas told Reuters.</p><p>Inference refers to the process of generating an answer when a user queries a chatbot such as Anthropic's Claude.</p><p>Arm sells intellectual property that other chip companies license and pay royalties on for each unit shipped, but has recently decided to make its own central processing unit for the data center.</p><p>Higher demand from big tech company chips, along with new entrants such as Nvidia (NVDA.O), opens new tab and its Vera processor, helped the company report higher-than-expected revenue, Haas said. Qualcomm also launched its C1000 data center chip, which does not contribute to Arm revenue now but will in the future, he said.</p><p>Haas said the company has shipped 1.5 billion Arm cores for the data center — an important data-crunching portion of each chip — in the last six years, but about 30% were shipped in the last nine months.</p><p>"Growth is accelerating," Haas said.</p><p>Revenue from royalties rose 22% to $715 million in the first quarter, while licensing revenue increased 23% to $574 million.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/35bdf879eeae28a15cb9191f664af69b\" tg-width=\"1138\" tg-height=\"1092\"/></p><p>The company's spending plans and forecast remain unchanged, finance chief Jason Child said during a conference call. Child forecast second-quarter smartphone royalty growth of roughly 10% to 15% and cited memory shortages.</p><p>"The only real weakness in royalties is really on the smartphone side, in particular some of the memory issues," Child said.</p><h2 id=\"id_590712030\" style=\"text-align: start;\">POWER-EFFICIENT DESIGNS</h2><p>Arm's chip designs are prized for their power efficiency, a critical advantage for data center operators looking to manage the soaring energy costs and heat generated by running massive AI models.</p><p>Its AGI CPU, a new AI data center chip unveiled in March, is exceeding initial expectations, with demand surpassing $2 billion across fiscal years 2027 and 2028, the company said. It has already delivered the product to multiple customers.</p><p>Cloud firm <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> has agreed to buy the new chip, Haas said. The CEO did not disclose the contract value.</p><p>"We have new customers in North America and China," Haas said, adding that the company can now secure supply for more than $1 billion worth of chips.</p><p>"I feel better about (supply) than I did 90 days ago," he said.</p><p>Jefferies analysts forecast sales of the new chip reaching $18 billion in fiscal 2031, surpassing the chip designer's own projection of $15 billion. Haas said the company was not changing any forecasts on Wednesday.</p><p>Arm projected second-quarter revenue of $1.38 billion, above analysts' average estimate of $1.34 billion, according to data compiled by LSEG.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/91a6e36f2eaec7436ff3ff16fbda800e\" tg-width=\"1143\" tg-height=\"609\"/></p><p>The British chip designer expects second-quarter profit of 47 cents per share, adjusted for stock compensation, among other things, compared with analysts' expectations of 43 cents per share.</p><p>The company reported revenue of $1.29 billion and adjusted per-share earnings of 45 cents for the first quarter. Analysts expected revenue of $1.26 billion and adjusted profit of 40 cents a share.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4609":"英伟达持仓股","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","BK4585":"ETF&股票定投概念","ARM":"ARM Holdings","BK4141":"半导体产品","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","ARMG":"2倍做多ARM ETF- Leverage Shares","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","ARMU":"2倍做多ARM ETF-T-REX","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","AIPI":"REX AI EQUITY PREMIUM INCOME ETF","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4588":"碎股","ARMW":"Roundhill ARM WeeklyPay ETF","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","QQQA":"ProShares Nasdaq-100 Dorsey Wright Momentum ETF","SPRX":"Spear Alpha ETF","BK4543":"AI"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260729:nL6N43V1ER:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2655817891","content_text":"July 29 (Reuters) - Arm Holdings, signaled strong demand from AI on Wednesday, yet shares slid 6.2% after hours in choppy trade even though the intellectual property and chip designer forecast second-quarter revenue above Wall Street estimates.Shares fell after Arm said it expects smartphone royalties to fall in \"this next quarter.The boom around AI and more recently the demand for agents - programs that can act with little or no human direction - has boosted demand for Arm's chip architecture, which powers an increasing number of data center central processing units (CPUs).Cloud giants such as Alphabet and Amazon.com build custom AI chips, which have boosted the company's licensing revenue and royalties as more complex chips are shipped to data centers.\"The more inference workloads you run, that creates work that only CPUs can do,\" Arm CEO Rene Haas told Reuters.Inference refers to the process of generating an answer when a user queries a chatbot such as Anthropic's Claude.Arm sells intellectual property that other chip companies license and pay royalties on for each unit shipped, but has recently decided to make its own central processing unit for the data center.Higher demand from big tech company chips, along with new entrants such as Nvidia (NVDA.O), opens new tab and its Vera processor, helped the company report higher-than-expected revenue, Haas said. Qualcomm also launched its C1000 data center chip, which does not contribute to Arm revenue now but will in the future, he said.Haas said the company has shipped 1.5 billion Arm cores for the data center — an important data-crunching portion of each chip — in the last six years, but about 30% were shipped in the last nine months.\"Growth is accelerating,\" Haas said.Revenue from royalties rose 22% to $715 million in the first quarter, while licensing revenue increased 23% to $574 million.The company's spending plans and forecast remain unchanged, finance chief Jason Child said during a conference call. Child forecast second-quarter smartphone royalty growth of roughly 10% to 15% and cited memory shortages.\"The only real weakness in royalties is really on the smartphone side, in particular some of the memory issues,\" Child said.POWER-EFFICIENT DESIGNSArm's chip designs are prized for their power efficiency, a critical advantage for data center operators looking to manage the soaring energy costs and heat generated by running massive AI models.Its AGI CPU, a new AI data center chip unveiled in March, is exceeding initial expectations, with demand surpassing $2 billion across fiscal years 2027 and 2028, the company said. It has already delivered the product to multiple customers.Cloud firm Oracle has agreed to buy the new chip, Haas said. The CEO did not disclose the contract value.\"We have new customers in North America and China,\" Haas said, adding that the company can now secure supply for more than $1 billion worth of chips.\"I feel better about (supply) than I did 90 days ago,\" he said.Jefferies analysts forecast sales of the new chip reaching $18 billion in fiscal 2031, surpassing the chip designer's own projection of $15 billion. Haas said the company was not changing any forecasts on Wednesday.Arm projected second-quarter revenue of $1.38 billion, above analysts' average estimate of $1.34 billion, according to data compiled by LSEG.The British chip designer expects second-quarter profit of 47 cents per share, adjusted for stock compensation, among other things, compared with analysts' expectations of 43 cents per share.The company reported revenue of $1.29 billion and adjusted per-share earnings of 45 cents for the first quarter. Analysts expected revenue of $1.26 billion and adjusted profit of 40 cents a share.","news_type":1,"symbols_score_info":{"SPRX":0.6,"TRFK":0.6,"ARMU":0.6,"ARMW":0.6,"ARM":1.96,"AIPI":0.6,"ARMG":0.6,"QQQA":0.6}},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":591216439502592,"gmtCreate":1785368509590,"gmtModify":1785371588849,"author":{"id":"3576407032628338","authorId":"3576407032628338","name":"Swordfish67","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576407032628338","authorIdStr":"3576407032628338"},"themes":[],"title":"","htmlText":"Share your opinion about this news…","listText":"Share your opinion about this news…","text":"Share your opinion about this news…","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/591216439502592","repostId":"2655817891","repostType":2,"repost":{"id":"2655817891","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1785366571,"share":"https://ttm.financial/m/news/2655817891?lang=en_US&edition=fundamental","pubTime":"2026-07-30 07:09","market":"us","language":"en","title":"Arm Shares Dive Despite Forecasts Above Estimates","url":"https://stock-news.laohu8.com/highlight/detail?id=2655817891","media":"Reuters","summary":"Second-quarter revenue forecast at $1.38 billion versus $1.34 billion estimate.","content":"<html><head></head><body><p>July 29 (Reuters) - <a href=\"https://laohu8.com/S/ARM\">Arm Holdings</a>, signaled strong demand from AI on Wednesday, yet shares slid 6.2% after hours in choppy trade even though the intellectual property and chip designer forecast second-quarter revenue above Wall Street estimates.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/73cc5e78bf253c4f02a61370dcfe48d4\" tg-width=\"539\" tg-height=\"158\"/></p><p>Shares fell after Arm said it expects smartphone royalties to fall in "this next quarter.</p><p>The boom around AI and more recently the demand for agents - programs that can act with little or no human direction - has boosted demand for Arm's chip architecture, which powers an increasing number of data center central processing units (CPUs).</p><p>Cloud giants such as <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> build custom AI chips, which have boosted the company's licensing revenue and royalties as more complex chips are shipped to data centers.</p><p>"The more inference workloads you run, that creates work that only CPUs can do," Arm CEO Rene Haas told Reuters.</p><p>Inference refers to the process of generating an answer when a user queries a chatbot such as Anthropic's Claude.</p><p>Arm sells intellectual property that other chip companies license and pay royalties on for each unit shipped, but has recently decided to make its own central processing unit for the data center.</p><p>Higher demand from big tech company chips, along with new entrants such as Nvidia (NVDA.O), opens new tab and its Vera processor, helped the company report higher-than-expected revenue, Haas said. Qualcomm also launched its C1000 data center chip, which does not contribute to Arm revenue now but will in the future, he said.</p><p>Haas said the company has shipped 1.5 billion Arm cores for the data center — an important data-crunching portion of each chip — in the last six years, but about 30% were shipped in the last nine months.</p><p>"Growth is accelerating," Haas said.</p><p>Revenue from royalties rose 22% to $715 million in the first quarter, while licensing revenue increased 23% to $574 million.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/35bdf879eeae28a15cb9191f664af69b\" tg-width=\"1138\" tg-height=\"1092\"/></p><p>The company's spending plans and forecast remain unchanged, finance chief Jason Child said during a conference call. Child forecast second-quarter smartphone royalty growth of roughly 10% to 15% and cited memory shortages.</p><p>"The only real weakness in royalties is really on the smartphone side, in particular some of the memory issues," Child said.</p><h2 id=\"id_590712030\" style=\"text-align: start;\">POWER-EFFICIENT DESIGNS</h2><p>Arm's chip designs are prized for their power efficiency, a critical advantage for data center operators looking to manage the soaring energy costs and heat generated by running massive AI models.</p><p>Its AGI CPU, a new AI data center chip unveiled in March, is exceeding initial expectations, with demand surpassing $2 billion across fiscal years 2027 and 2028, the company said. It has already delivered the product to multiple customers.</p><p>Cloud firm <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> has agreed to buy the new chip, Haas said. The CEO did not disclose the contract value.</p><p>"We have new customers in North America and China," Haas said, adding that the company can now secure supply for more than $1 billion worth of chips.</p><p>"I feel better about (supply) than I did 90 days ago," he said.</p><p>Jefferies analysts forecast sales of the new chip reaching $18 billion in fiscal 2031, surpassing the chip designer's own projection of $15 billion. Haas said the company was not changing any forecasts on Wednesday.</p><p>Arm projected second-quarter revenue of $1.38 billion, above analysts' average estimate of $1.34 billion, according to data compiled by LSEG.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/91a6e36f2eaec7436ff3ff16fbda800e\" tg-width=\"1143\" tg-height=\"609\"/></p><p>The British chip designer expects second-quarter profit of 47 cents per share, adjusted for stock compensation, among other things, compared with analysts' expectations of 43 cents per share.</p><p>The company reported revenue of $1.29 billion and adjusted per-share earnings of 45 cents for the first quarter. Analysts expected revenue of $1.26 billion and adjusted profit of 40 cents a share.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Arm Shares Dive Despite Forecasts Above Estimates</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nArm Shares Dive Despite Forecasts Above Estimates\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-07-30 07:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>July 29 (Reuters) - <a href=\"https://laohu8.com/S/ARM\">Arm Holdings</a>, signaled strong demand from AI on Wednesday, yet shares slid 6.2% after hours in choppy trade even though the intellectual property and chip designer forecast second-quarter revenue above Wall Street estimates.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/73cc5e78bf253c4f02a61370dcfe48d4\" tg-width=\"539\" tg-height=\"158\"/></p><p>Shares fell after Arm said it expects smartphone royalties to fall in "this next quarter.</p><p>The boom around AI and more recently the demand for agents - programs that can act with little or no human direction - has boosted demand for Arm's chip architecture, which powers an increasing number of data center central processing units (CPUs).</p><p>Cloud giants such as <a href=\"https://laohu8.com/S/GOOGL\">Alphabet</a> and <a href=\"https://laohu8.com/S/AMZN\">Amazon.com</a> build custom AI chips, which have boosted the company's licensing revenue and royalties as more complex chips are shipped to data centers.</p><p>"The more inference workloads you run, that creates work that only CPUs can do," Arm CEO Rene Haas told Reuters.</p><p>Inference refers to the process of generating an answer when a user queries a chatbot such as Anthropic's Claude.</p><p>Arm sells intellectual property that other chip companies license and pay royalties on for each unit shipped, but has recently decided to make its own central processing unit for the data center.</p><p>Higher demand from big tech company chips, along with new entrants such as Nvidia (NVDA.O), opens new tab and its Vera processor, helped the company report higher-than-expected revenue, Haas said. Qualcomm also launched its C1000 data center chip, which does not contribute to Arm revenue now but will in the future, he said.</p><p>Haas said the company has shipped 1.5 billion Arm cores for the data center — an important data-crunching portion of each chip — in the last six years, but about 30% were shipped in the last nine months.</p><p>"Growth is accelerating," Haas said.</p><p>Revenue from royalties rose 22% to $715 million in the first quarter, while licensing revenue increased 23% to $574 million.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/35bdf879eeae28a15cb9191f664af69b\" tg-width=\"1138\" tg-height=\"1092\"/></p><p>The company's spending plans and forecast remain unchanged, finance chief Jason Child said during a conference call. Child forecast second-quarter smartphone royalty growth of roughly 10% to 15% and cited memory shortages.</p><p>"The only real weakness in royalties is really on the smartphone side, in particular some of the memory issues," Child said.</p><h2 id=\"id_590712030\" style=\"text-align: start;\">POWER-EFFICIENT DESIGNS</h2><p>Arm's chip designs are prized for their power efficiency, a critical advantage for data center operators looking to manage the soaring energy costs and heat generated by running massive AI models.</p><p>Its AGI CPU, a new AI data center chip unveiled in March, is exceeding initial expectations, with demand surpassing $2 billion across fiscal years 2027 and 2028, the company said. It has already delivered the product to multiple customers.</p><p>Cloud firm <a href=\"https://laohu8.com/S/ORCL\">Oracle</a> has agreed to buy the new chip, Haas said. The CEO did not disclose the contract value.</p><p>"We have new customers in North America and China," Haas said, adding that the company can now secure supply for more than $1 billion worth of chips.</p><p>"I feel better about (supply) than I did 90 days ago," he said.</p><p>Jefferies analysts forecast sales of the new chip reaching $18 billion in fiscal 2031, surpassing the chip designer's own projection of $15 billion. Haas said the company was not changing any forecasts on Wednesday.</p><p>Arm projected second-quarter revenue of $1.38 billion, above analysts' average estimate of $1.34 billion, according to data compiled by LSEG.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/91a6e36f2eaec7436ff3ff16fbda800e\" tg-width=\"1143\" tg-height=\"609\"/></p><p>The British chip designer expects second-quarter profit of 47 cents per share, adjusted for stock compensation, among other things, compared with analysts' expectations of 43 cents per share.</p><p>The company reported revenue of $1.29 billion and adjusted per-share earnings of 45 cents for the first quarter. Analysts expected revenue of $1.26 billion and adjusted profit of 40 cents a share.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4609":"英伟达持仓股","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","BK4585":"ETF&股票定投概念","ARM":"ARM Holdings","BK4141":"半导体产品","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","ARMG":"2倍做多ARM ETF- Leverage Shares","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","ARMU":"2倍做多ARM ETF-T-REX","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","AIPI":"REX AI EQUITY PREMIUM INCOME ETF","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4588":"碎股","ARMW":"Roundhill ARM WeeklyPay ETF","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","QQQA":"ProShares Nasdaq-100 Dorsey Wright Momentum ETF","SPRX":"Spear Alpha ETF","BK4543":"AI"},"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260729:nL6N43V1ER:1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2655817891","content_text":"July 29 (Reuters) - Arm Holdings, signaled strong demand from AI on Wednesday, yet shares slid 6.2% after hours in choppy trade even though the intellectual property and chip designer forecast second-quarter revenue above Wall Street estimates.Shares fell after Arm said it expects smartphone royalties to fall in \"this next quarter.The boom around AI and more recently the demand for agents - programs that can act with little or no human direction - has boosted demand for Arm's chip architecture, which powers an increasing number of data center central processing units (CPUs).Cloud giants such as Alphabet and Amazon.com build custom AI chips, which have boosted the company's licensing revenue and royalties as more complex chips are shipped to data centers.\"The more inference workloads you run, that creates work that only CPUs can do,\" Arm CEO Rene Haas told Reuters.Inference refers to the process of generating an answer when a user queries a chatbot such as Anthropic's Claude.Arm sells intellectual property that other chip companies license and pay royalties on for each unit shipped, but has recently decided to make its own central processing unit for the data center.Higher demand from big tech company chips, along with new entrants such as Nvidia (NVDA.O), opens new tab and its Vera processor, helped the company report higher-than-expected revenue, Haas said. Qualcomm also launched its C1000 data center chip, which does not contribute to Arm revenue now but will in the future, he said.Haas said the company has shipped 1.5 billion Arm cores for the data center — an important data-crunching portion of each chip — in the last six years, but about 30% were shipped in the last nine months.\"Growth is accelerating,\" Haas said.Revenue from royalties rose 22% to $715 million in the first quarter, while licensing revenue increased 23% to $574 million.The company's spending plans and forecast remain unchanged, finance chief Jason Child said during a conference call. Child forecast second-quarter smartphone royalty growth of roughly 10% to 15% and cited memory shortages.\"The only real weakness in royalties is really on the smartphone side, in particular some of the memory issues,\" Child said.POWER-EFFICIENT DESIGNSArm's chip designs are prized for their power efficiency, a critical advantage for data center operators looking to manage the soaring energy costs and heat generated by running massive AI models.Its AGI CPU, a new AI data center chip unveiled in March, is exceeding initial expectations, with demand surpassing $2 billion across fiscal years 2027 and 2028, the company said. It has already delivered the product to multiple customers.Cloud firm Oracle has agreed to buy the new chip, Haas said. The CEO did not disclose the contract value.\"We have new customers in North America and China,\" Haas said, adding that the company can now secure supply for more than $1 billion worth of chips.\"I feel better about (supply) than I did 90 days ago,\" he said.Jefferies analysts forecast sales of the new chip reaching $18 billion in fiscal 2031, surpassing the chip designer's own projection of $15 billion. Haas said the company was not changing any forecasts on Wednesday.Arm projected second-quarter revenue of $1.38 billion, above analysts' average estimate of $1.34 billion, according to data compiled by LSEG.The British chip designer expects second-quarter profit of 47 cents per share, adjusted for stock compensation, among other things, compared with analysts' expectations of 43 cents per share.The company reported revenue of $1.29 billion and adjusted per-share earnings of 45 cents for the first quarter. Analysts expected revenue of $1.26 billion and adjusted profit of 40 cents a share.","news_type":1,"symbols_score_info":{"SPRX":0.6,"TRFK":0.6,"ARMU":0.6,"ARMW":0.6,"ARM":1.96,"AIPI":0.6,"ARMG":0.6,"QQQA":0.6}},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
