Arm Holdings（ARM）2025财年第四季度及全年业绩电话会议纪要「NASDAQ」（英文版）（14页）.pdf

1、 Corrected Transcript 1-877-FACTSET Total Pages:14 Copyright 2001-2025 FactSet CallStreet,LLC 07-May-2025 Arm Holdings Plc(ARM)Q4 2025 Earnings Call Arm Holdings Plc(ARM)Q4 2025 Earnings Call Corrected Transcript 07-May-2025 1-877-FACTSET 2 Copyright 2001-2025 FactSet CallStreet,LLC CORPORATE PARTIC

2、IPANTS Ian Thornton Vice President-Investor Relations,Arm Holdings Plc Rene Anthony Andrada Haas Chief Executive Officer&Director,Arm Holdings Plc Jason E.Child Chief Financial Officer&Executive Vice President,Arm Holdings Plc .OTHER PARTICIPANTS Mark Lipacis Analyst,Evercore ISI Andrew Michael Gard

3、iner Analyst,Citigroup Global Markets Ltd.Ross Seymore Analyst,Deutsche Bank Securities,Inc.Joe Quatrochi Analyst,Wells Fargo Securities LLC Srini Pajjuri Analyst,Raymond James&Associates,Inc.Sebastien Naji Analyst,William Blair&Co.LLC Timm Schulze-Melander Analyst,Redburn(Europe)Ltd.Vivek Arya Anal

4、yst,BofA Securities,Inc.Vijay Raghavan Rakesh Analyst,Mizuho Securities USA LLC Lee Simpson Analyst,Morgan Stanley&Co.International Plc .MANAGEMENT DISCUSSION SECTION Operator:Good day and thank you for standing by.Welcome to the Arm Fourth Quarter and Fiscal Year ended 2025 Webcast and Conference C

5、all.At this time,all participants are in a listen-only mode.After the speakers presentation,therell be a question-and-answer session.Operator Instructions Please be advised that todays conference is being recorded.I would now like to hand the conference over to your first speaker today Ian Thornton,

6、Vice President Investor Relations.Please go ahead,sir.Ian Thornton Vice President-Investor Relations,Arm Holdings Plc Thank you so much indeed,operator.Thank you and welcome,everybody.Ill be standing in for Jeff Kvaal today.And welcome to our earnings conference call for the fourth quarter of fiscal