Arm Holdings plc (ARM) Q4 2025 Earnings Call Transcript

Arm Holdings plc (NASDAQ:ARM) Q4 2025 Earnings Conference Call May 7, 2025 5:00 PM ET

Company Participants

Ian Thornton – VP, IR
Rene Haas – CEO
Jason Child – CFO

Conference Call Participants

Mark Lipacis – Evercore
Andrew Gardiner – Citi
Ross Seymore – Deutsche Bank
Joe Quatrochi – Wells Fargo
Srini Pajjuri – Raymond James
Sebastien Naji – William Blair
Timm Schulze-Melander – Redburn Atlantic
Vivek Arya – Bank of America
Vijay Rakesh – Mizuho
Lee Simpson – Morgan Stanley

Operator

Good day, and thank you for standing by. Welcome to the Arm Fourth Quarter and Fiscal Year ended 2025 Webcast and Conference Call. At this time, all participants are in a listen-only mode. After the speakers’ presentation, there’ll be a question-and-answer session. [Operator Instructions] Please be advised that today’s conference is being recorded. I would now like to hand the conference over to your first speaker today, Ian Thornton, Vice President, Investor Relations. Please go ahead, sir.

Ian Thornton

Thank you very much indeed, operator. Thank you, and welcome, everybody. I’ll be standing in for Jeff Kvaal today. Welcome to our earnings conference call for the fourth quarter of fiscal year ended March 31, 2025. On the call today are Rene Haas, Arm’s Chief Executive Officer and Jason Child, Arm’s Chief Financial Officer. During the call, Arm will discuss forecasts, targets and other forward-looking information regarding the company and its financial results.

While these statements represent our best current judgment about future results and performance, our actual results are subject to many risks and uncertainties that could cause actual results to differ materially. In addition to any risks that we highlight during this call, important risk factors that may affect our future results and performance are described in our registration statements on Form 20-F filed with the SEC. Arm assumes no obligation

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