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Arm Holdings(ARM)2025财年第四季度及全年投资者演示报告「NASDAQ」(英文版)(30页).pdf

上传人: Kell****reet 编号:723854 2025-07-04 30页 1.36MB

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1、1 2025 ArmArm Holdings plcQ4 FYE25Investor Phttps:/May 7,20252 2025 ArmForward-Looking StatementsThis presentation contains forward-looking statements that reflect Arm Holdings plcs(“Arm”)plans,beliefs,expectations and current views with respect to,among other things,future events and financial perf

2、ormance.These statements involve known and unknown risks,uncertainties and other important factors that may cause Arms actual results,levels of activity,performance or achievements to be materially different from the information expressed or implied by these forward-looking statements.There are many

3、 factors that could cause or contribute to such differences,including,but not limited to,the following:Arms dependence on the semiconductor and electronics industries and the demand for the products of its customers;Arms dependence on the compatibility of its products with the manufacturing and desi

4、gn processes of its customers;Arms reliance on third parties to market and sell chips and end products incorporating its products,as well as add value to its licensed products;Arms dependence on a limited number of customers for a significant portion of its revenue;the loss of any of Arms senior man

5、agement personnel or one or more key employees or Arms inability to attract and retain qualified personnel;Arms ability to adequately fund its research and development efforts;risks related to the availability of development tools,systems software,electronic design automation tools and operating sys

6、tems compatible with its architecture;Arms ability to protect its proprietary products and its brand,and the costs of protecting such intellectual property rights,particularly as a result of litigation;Arms ability to verify royalty amounts owed to it under its licensing agreements;risks related to

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根据报告的内容,Arm Holdings plc在2025财年第四季度取得了以下主要业绩: 1. **收入增长**:总收入达到12.41亿美元,同比增长34%,其中许可和其他收入为6.34亿美元,同比增长53%,而版税收入为6.07亿美元,同比增长18%。 2. **研发投入**:研发费用为5.46亿美元,同比增长21%,占收入的44%。 3. **盈利能力**:净利润为2.1亿美元,同比增长3倍,调整后净利润为5.84亿美元,同比增长41%。 4. **现金流量**:经营活动产生的现金流量为2.58亿美元,自由现金流为9900万美元。 5. **合同价值**:合同价值为12.53亿美元,同比增长15%,而未履行合同义务为24.14亿美元,同比下降4%。 6. **市场占有率**:根据芯片价值计算,Arm的市场占有率为39%,较上年提高5个百分点。 7. **产品创新**:计算子系统取得进展,与全球领先汽车OEM签订首个汽车计算子系统许可协议。AI芯片Grace Blackwell开始量产,发布了面向边缘AI设备的首个Armv9计算平台。 8. **未来展望**:预计2026财年第一季度收入为10-11亿美元,调整后每股收益为0.30-0.38美元。
Arm Holdings plc Q4业绩如何? Arm Holdings plc在哪些领域取得创新? Arm Holdings plc的长期增长前景如何?
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