Ações ARM Holdings plc (ARM) — é um bom negócio?

Ações ARM Holdings plc (ARM) — é um bom negócio? — InspectStocks

Como ganha dinheiro

Royalties on shipped chips53%
Licenses and other revenue47%

As participações na receita são estimativas para year ended March 31, 2026, high confidence, não números de um relatório oficial.

Concorre com

INTCIntel
B
Tamanho
US$ 332,2B
Margem
-20,1%
AMDAdvanced Micro Devices
A
Tamanho
US$ 906,7B
Margem
16,8%
RISC-V architecture

O que vende6

Arm CPU designs
Processor designs that customers license and use as the main computing component in chips for devices such as phones, computers, cars, and servers.
Arm AGI CPU
An Arm-designed data-center processor, introduced as the company's first production silicon product.
Graphics and neural processing units
Chip designs that handle graphics and specialized computing tasks, including artificial intelligence workloads.

Mostrar mais 3

System intellectual property
Design components such as connections between parts of a chip, which customers combine with processors and other components.
Compute subsystem products
Pre-integrated, tested combinations of Arm processor and related designs that give customers a starting point for building chips.
Development tools and software
Software and tools that help customers and developers design chips and create software that runs on Arm-based chips.

Quem compra4

Semiconductor companies license Arm designs, make chips using them, and pay royalties as those chips ship.
Cloud service providers license Arm technology or use it in their own chips for data centers.
Original equipment manufacturers (OEMs), including companies that make phones, computers, cars, and other devices, use Arm technology in chips for their products.
Arm China licenses Arm intellectual property and sublicenses it to eligible customers in China.

Em que se apoia e o que pode quebrá-lo

Do que o negócio depende

1Access to customers in China depends in part on Arm China, a separate company that sublicenses Arm intellectual property there; the relationship accounted for 16% of revenue (fiscal year ended March 31, 2026, high confidence).
2Arm relies on customers and partners to make, market, and sell chips that use its designs.
3The business depends on chipmakers and technology companies continuing to license Arm designs and on software and development tools remaining compatible with them.
4Making Arm-designed silicon products depends on access to chip manufacturing, memory, packaging, and testing capacity.

O que pode dar errado

1A deterioration in the commercial relationship with Arm China, or political and trade restrictions affecting China, could limit Arm's access to that market and its licensing revenue there.
2A small number of customers and end markets account for a significant part of the business, so changes in customer demand, chip shipments, or acceptance of Arm designs can affect revenue.
3Selling Arm-designed silicon such as the Arm AGI CPU could bring supply and execution challenges and put Arm in direct competition with some companies that license its designs.

Demonstrações financeiras completas →

Sobre a ARM Holdings plc

Arm designs processor technology that other companies use to make chips. Its central processing unit (CPU) designs are used in products including smartphones, computers, cars, and data-center equipment; it also licenses graphics processing units (GPUs), neural processing units (NPUs), and other chip components. Arm has added an Arm-designed data-center CPU, the Arm AGI CPU, to its business, alongside its licensed designs.

Sede: Cambridge, England, United Kingdom
Fundada em: 1990
Listada em: Nasdaq Global Select Market
Fim do exercício: March 31

Construído a partir dos próprios documentos de ARM Holdings plc entregues à Comissão de Valores Mobiliários dos EUA (SEC). Os números são os divulgados, com o histórico por ação recalculado para a base de ações de hoje. Isto descreve um negócio — não é recomendação de investimento nem sugestão de compra ou venda.

Keep exploring

The themes ARM is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Semiconductors

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

Como ganha dinheiro

Royalties on shipped chips53%
Licenses and other revenue47%

As participações na receita são estimativas para year ended March 31, 2026, high confidence, não números de um relatório oficial.

Concorre com

INTCIntel
B
Tamanho
US$ 332,2B
Margem
-20,1%
AMDAdvanced Micro Devices
A
Tamanho
US$ 906,7B
Margem
16,8%
RISC-V architecture

O que vende6

Arm CPU designs
Processor designs that customers license and use as the main computing component in chips for devices such as phones, computers, cars, and servers.
Arm AGI CPU
An Arm-designed data-center processor, introduced as the company's first production silicon product.
Graphics and neural processing units
Chip designs that handle graphics and specialized computing tasks, including artificial intelligence workloads.

Mostrar mais 3

System intellectual property
Design components such as connections between parts of a chip, which customers combine with processors and other components.
Compute subsystem products
Pre-integrated, tested combinations of Arm processor and related designs that give customers a starting point for building chips.
Development tools and software
Software and tools that help customers and developers design chips and create software that runs on Arm-based chips.

Quem compra4

Semiconductor companies license Arm designs, make chips using them, and pay royalties as those chips ship.
Cloud service providers license Arm technology or use it in their own chips for data centers.
Original equipment manufacturers (OEMs), including companies that make phones, computers, cars, and other devices, use Arm technology in chips for their products.
Arm China licenses Arm intellectual property and sublicenses it to eligible customers in China.

Em que se apoia e o que pode quebrá-lo

Do que o negócio depende

1Access to customers in China depends in part on Arm China, a separate company that sublicenses Arm intellectual property there; the relationship accounted for 16% of revenue (fiscal year ended March 31, 2026, high confidence).
2Arm relies on customers and partners to make, market, and sell chips that use its designs.
3The business depends on chipmakers and technology companies continuing to license Arm designs and on software and development tools remaining compatible with them.
4Making Arm-designed silicon products depends on access to chip manufacturing, memory, packaging, and testing capacity.

O que pode dar errado

1A deterioration in the commercial relationship with Arm China, or political and trade restrictions affecting China, could limit Arm's access to that market and its licensing revenue there.
2A small number of customers and end markets account for a significant part of the business, so changes in customer demand, chip shipments, or acceptance of Arm designs can affect revenue.
3Selling Arm-designed silicon such as the Arm AGI CPU could bring supply and execution challenges and put Arm in direct competition with some companies that license its designs.

Demonstrações financeiras completas →

Sobre a ARM Holdings plc

Sede: Cambridge, England, United Kingdom
Fundada em: 1990
Listada em: Nasdaq Global Select Market
Fim do exercício: March 31

Como ganha dinheiro

Concorre com

O que vende6

Quem compra4

Em que se apoia e o que pode quebrá-lo

Do que o negócio depende

O que pode dar errado

Sobre a ARM Holdings plc

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

Como ganha dinheiro

Concorre com

O que vende6

Quem compra4

Em que se apoia e o que pode quebrá-lo

Do que o negócio depende

O que pode dar errado

Sobre a ARM Holdings plc

ARM Holdings plc

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

AI chips & accelerators

Crescimento e caixa — 5 de 5

Tendência do negócio

Preço da ação e nota ao longo do tempo

Como ganha dinheiro

Concorre com

O que vende6

Quem compra4

Em que se apoia e o que pode quebrá-lo

Do que o negócio depende

O que pode dar errado

Sobre a ARM Holdings plc

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

Como ganha dinheiro

Concorre com

O que vende6

Quem compra4

Em que se apoia e o que pode quebrá-lo

Do que o negócio depende

O que pode dar errado

Sobre a ARM Holdings plc

ARM Holdings plc

Desempenho passado

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

AI chips & accelerators

Crescimento e caixa — 5 de 5

Tendência do negócio

Preço da ação e nota ao longo do tempo