ARMQ2 FY20271/5Estimate vs Actual
Earnings per Share
$0.52
+ 10.6% vs Estimate
Surprise as recorded in the analysis; the estimate itself is not on the calendar.
Arm Holdings Q2 FY2027 · Story
Read the quarter card by card, ready to share.
ARMQ2 FY20271/5ARMQ2 FY20272/5Guidance
Revenue (Q3)
- Company Guidance
- 1.49 – 1.59 billion
- Market Estimate
- 1.53 billion
0.7% Above Estimate · In Line ✓
Adjusted EPS (Q3)
- Company Guidance
- 0.52 – 0.60 $
- Market Estimate
- 0.55 $
1.8% Above Estimate · In Line ✓
Adjusted Operating Expenses
- Company Guidance
- 825 million
6.6% Sequential Increase ▲
ARMQ2 FY20273/5Price Reaction
First Full Session
− 13.1%
From the report-day close to the next session's close.
ARMQ2 FY20274/5In 30 Seconds
Revenue of $1.44B beat estimates by 4.6%, and adjusted EPS of $0.52 beat by 10.6%.
- Licensing revenue rose 50%, while royalty revenue grew only 8% and missed estimates.
- The stock fell 13.1% the next day as memory pressure in phones slowed royalties.
First point of the analysis's “In 30 Seconds”.
Full AnalysisARMQ2 FY20275/5Score
71
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