Акции ARM Holdings plc (ARM) — это хороший бизнес?

Акции ARM Holdings plc (ARM) — это хороший бизнес? — InspectStocks

На чём зарабатывает

Royalties on shipped chips53 %
Licenses and other revenue47 %

Доли выручки — это оценки за year ended March 31, 2026, high confidence, а не цифры из поданной отчётности.

Конкурирует с

INTCIntel
B
Размер
325,3B $
Маржа
-20,1 %
AMDAdvanced Micro Devices
A
Размер
960,6B $
Маржа
16,8 %
RISC-V architecture

Что продаёт6

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.

Показать ещё 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.

Кто покупает4

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.

На чём держится и что может это сломать

От чего зависит бизнес

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.

Что может пойти не так

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.

Полная финансовая отчётность →

О компании 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.

Штаб-квартира: Cambridge, England, United Kingdom
Год основания: 1990
Торгуется на: Nasdaq Global Select Market
Конец финансового года: March 31

Построено по собственной отчётности ARM Holdings plc, поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.

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.

На чём зарабатывает

Royalties on shipped chips53 %
Licenses and other revenue47 %

Доли выручки — это оценки за year ended March 31, 2026, high confidence, а не цифры из поданной отчётности.

Конкурирует с

INTCIntel
B
Размер
325,3B $
Маржа
-20,1 %
AMDAdvanced Micro Devices
A
Размер
960,6B $
Маржа
16,8 %
RISC-V architecture

Что продаёт6

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.

Показать ещё 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.

Кто покупает4

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.

На чём держится и что может это сломать

От чего зависит бизнес

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.

Что может пойти не так

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.

Полная финансовая отчётность →

О компании ARM Holdings plc

Штаб-квартира: Cambridge, England, United Kingdom
Год основания: 1990
Торгуется на: Nasdaq Global Select Market
Конец финансового года: March 31

На чём зарабатывает

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Что продаёт6

Кто покупает4

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании ARM Holdings plc

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

На чём зарабатывает

Конкурирует с

Что продаёт6

Кто покупает4

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании 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

Рост и деньги — 5 из 5

Тренд бизнеса

Цена акции и оценка во времени

На чём зарабатывает

Конкурирует с

Что продаёт6

Кто покупает4

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании ARM Holdings plc

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

На чём зарабатывает

Конкурирует с

Что продаёт6

Кто покупает4

На чём держится и что может это сломать

От чего зависит бизнес

Что может пойти не так

О компании ARM Holdings plc

ARM Holdings plc

Доходность за прошлые периоды

Keep exploring

The theme it is part of

Highest-graded in Semiconductors

Grade rose recently in Technology

AI chips & accelerators

Рост и деньги — 5 из 5

Тренд бизнеса

Цена акции и оценка во времени