ARM issues Q1 FY26 revenue and EPS guidance below analyst estimates

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This week, ARM unveiled its Q4 2025 and full-year 2025 earnings, providing a fresh glimpse into the company’s current status and future outlook. Regrettably, similar to numerous tech and gaming firms announcing their results this season, ARM’s projections for the upcoming quarter were conservative, falling short of Wall Street analysts’ expectations in terms of both revenue and EPS forecasts.

In simple terms, ARM published its forecast for the first quarter of Fiscal Year 26 in conjunction with its Fiscal Year 25 and Q4 2025 financial results on their investor relations site. Their projected sales are around a median of $1.05 billion, which is slightly lower than the $1.09 billion anticipated by analysts. Additionally, the high end of EPS expectations fell short, with ARM predicting earnings per share of up to $0.38 compared to the expected $0.42.

As a gamer, I’m not surprised to see ARM Holdings taking a cautious stance this season. They’re just the latest tech company to issue a less optimistic outlook than expected or express worries about the current economic instability, largely due to the disruptive tariffs imposed by the Trump administration. Just like AMD, which openly cited these tariffs as a source of concern for their upcoming quarters in their Q1 2025 earnings report, I can’t help but share similar apprehensions. Even Electronic Arts has recently issued a less optimistic forecast for its next fiscal year. It seems the gaming world and tech industry as a whole are bracing themselves for some challenging times ahead.

As ARM aligns with others expressing apprehension about upcoming financial quarters, we’ll need to watch closely how global economic trends unfold. Keep an eye on earnings discussions for further updates and disclosed financial data.

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2025-05-08 00:38