Arm Holdings falls after quarterly licensing revenue misses estimates

Shares of Arm Holdings O9Ty.F, ARM.O fall 8.7% to $95.79 after the bell

ARM's licensing revenue for Q3 comes in at $505 million, below estimates of $519.9 million, according to FactSet

Revenue from royalties rises 27% to $737 million in Q3, above FactSet estimates of $707.9 million

Reports total revenue of $1.24 billion for the third quarter, compared with consensus estimate of $1.22 billion, according to data compiled by LSEG

Sees revenue of $1.47 billion for Q4, vs estimates of $1.44 billion

ARM fell 11.4% in 2025