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The Markets
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Hardware & electrical equipment

Arm shares jump after Q1 revenue, profit beat estimates

Arm Holdings PLC (NASDAQ:ARM) beat first-quarter revenue and profit estimates and issued upbeat second-quarter guidance, sending its shares up 6.1% in early Thursday trading.

The chip design company reported revenue of $1.29 billion for the quarter, ahead of analyst estimates of $1.26 billion. Adjusted earnings per share came in at $0.45, topping the $0.40 estimate.

License and other revenue reached $574 million, compared with estimates of $562.5 million, while royalty revenue totaled $715 million against expectations of $700.2 million.

Adjusted gross margin held at 98.1%, in line with estimates, and adjusted operating margin came in at 41.2%.

For the second quarter, Arm guided revenue of $1.33 billion to $1.43 billion, above the $1.35 billion analyst estimate. The company forecast adjusted earnings per share of $0.43 to $0.51, compared with estimates of $0.45.

Adjusted net income for the quarter totaled $480 million, ahead of estimates of $433.6 million. Adjusted gross profit was $1.26 billion, while adjusted operating income reached $531 million, topping estimates of $477.3 million. Adjusted operating expenses came in at $733 million, below the $762.5 million estimate.

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