ARM HOLDINGS PLC /UK
ARM HOLDINGS PLC /UK is a Technology company operating in Semiconductors with a $469.38B market cap.
Most recent earnings call: Q1 FY26 on Jul 30, 2025.
8 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Disclosures
Extracted from Unknown source, 2026-06-21.
Transcripts
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
History
Reported quarters with consensus, surprise, and 1-day reaction context.
Spoken Alpha tracks ARM's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 5/10 quarters with 80% positive reaction rate
SamplePeers
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for ARM.
$ curl https://api.spokenalpha.com/v1/companies/ARMFAQ
Spoken Alpha indexes ARM's earnings call transcripts at https://spokenalpha.com/companies/ARM. Each call links to attributed speakers and parsed analyst Q&A. ARM HOLDINGS PLC /UK's own investor relations page is at https://investors.arm.com/news-events/investor-events-presentations.
ARM HOLDINGS PLC /UK (ARM) held its most recent earnings call on 2025-07-30, covering fiscal Q1 2026.
ARM HOLDINGS PLC /UK (ARM) operates in the Technology sector (Semiconductors industry).
Consistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $2.14 | $2.09 | +2.3% | +5.4% | +5.4% |
| Q4 FY2026 | $2.04 | $2.18 | -6.4% | +1.9% | +0.9% |
| Q3 FY2026 | $2.17 | $2.17 | -0.2% | +8.4% | +6.4% |
| Q2 FY2026 | $1.98 | $1.96 | +0.9% | +8.4% | +7.4% |
| Q1 FY2025 | $2.28 | $2.22 | +2.5% | +6.3% | +5.9% |
| Q4 FY2025 |
| $2.06 |
| $2.18 |
| -5.4% |
| -0.1% |
| +0.3% |
| Q3 FY2025 | $1.86 | $2.01 | -7.6% | +9.7% | +12.0% |
| Q2 FY2025 | $1.93 | $2.01 | -4.0% | +7.4% | +7.9% |
| Q1 FY2024 | $2.10 | $2.31 | -9.2% | +6.6% | +7.2% |
| Q4 FY2024 | $2.20 | $2.12 | +3.7% | -0.1% | +1.7% |