Quarters: ARM completes solid Q3 and gains more with ARMV9 0 comments
ARM completed a strong third financial quarter in 2025 and slightly exceeded its own stock market forecasts and expectations. Nevertheless, the stock was to flow feathers afterward because the upper end of the outlook was slightly trimmed. The current ARMV9 control architecture is stagnating, but it is making more money.
In the third financial quarter of 2025, Arg took a total of $983 million and therefore 19.3% more than a year ago. The company itself had promised sales of $920 million to $970 million for the second financial quarter. $946.8 million analysts had assumed the stock market.
ARM’s revenue is divided into $403 million for licensing fees and $580 million for licensing and other sales. License fees thus recorded 13.8%, licenses 23.4% growth.
Armv9 stagnates, but makes more money
ARM also factors into how licensing fees are distributed based on architecture. This means commanding gaming architectures such as ARMV7, ARMV8 and the current ARMV9, for which per-chip ARM requires higher fees. Again, microarchitectures based on it are used in CPU cores developed by ARM such as first the Cortex-X2, Cortex-A710 and Cortex-A510 as well as its successors the latest Cortex-X925, A725, A520 Refresh. The current Prime core is in the MediaTek 9400 size.
Sales (image: ARM) Image 1 of 2
Since the first financial quarter of 2025, ARMV9 has been stagnant with a total of 25% of total sales. Armv7 has been slightly lost since then, while Armv8 could easily expand. Still, the bottom line is that this is higher revenue in US dollars for ARMV9, as ARM’s sales have increased as a whole. With the same 25% share for ARMV9, sales increased from $117 to $129 and now $145 million.
Forecasts and the stock market is disappointed
A small damper of around 4% on the stock market was nevertheless for ARM, due to the specific forecasts for the next quarter and the entire financial year 2025. In the next quarter, $0.48 to $0.56 on the suction, analysts had assumed an average average of $0.53 and thus at the minimum. The total expected revenue of $1.275 billion in line with the expectation of $1.23 billion. At the same time, ARM for the entire fiscal year 2025 is now 3.94 to 4.04 billion US dollars, so the lower end (3.80 billion USD) mentioned in the last quarter’s report, the upper end (4.10 billion.
Topics: ARM Processors Quarterly Figures Economy Source: ARM
Marc deciphers processors by testing their performance for gaming, content creation, and artificial intelligence.
