Kevin Chen15
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ARM's performance in the fourth quarter and full year of 2024 shows its leadership position in global semiconductor and AI technology.
Fourth quarter financial highlights
• Revenue: Fourth-quarter revenue reached US$928 million, up 47% year over year. This growth rate not only surpassed the growth rate of the previous quarter, but also exceeded analysts' expectations of US$880 million.
• Operating profit: Adjusted operating profit reached $391 million, far higher than market expectations of $355.9 million. This shows that ARM has achieved significant results in improving efficiency and controlling costs.
Annual financial performance
• Annual Revenue: Total revenue for the 2024 fiscal year reached US$3.233 billion, up 21% year over year. This is the first time in ARM's history that annual revenue has exceeded US$3 billion.
• Royalties and license revenue: Royalties royalties increased 8% to $1,802 million, and license revenue increased 43% to $1,431 million, both of which reached record highs.
Strategic developments and market trends
• The spread of AI technology: ARM's accelerated investment in AI technology has driven growth in royalties and licensing revenue, particularly the rapid adoption of the Armv9 architecture and the recovery of the semiconductor industry.
• Market expansion: ARM not only has strong performance in the smartphone market, but has also made significant progress in the server and automotive markets. ARM technology plays a key role in a wide range of applications from cloud computing to edge devices.
Prospects for the future
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Fourth quarter financial highlights
• Revenue: Fourth-quarter revenue reached US$928 million, up 47% year over year. This growth rate not only surpassed the growth rate of the previous quarter, but also exceeded analysts' expectations of US$880 million.
• Operating profit: Adjusted operating profit reached $391 million, far higher than market expectations of $355.9 million. This shows that ARM has achieved significant results in improving efficiency and controlling costs.
Annual financial performance
• Annual Revenue: Total revenue for the 2024 fiscal year reached US$3.233 billion, up 21% year over year. This is the first time in ARM's history that annual revenue has exceeded US$3 billion.
• Royalties and license revenue: Royalties royalties increased 8% to $1,802 million, and license revenue increased 43% to $1,431 million, both of which reached record highs.
Strategic developments and market trends
• The spread of AI technology: ARM's accelerated investment in AI technology has driven growth in royalties and licensing revenue, particularly the rapid adoption of the Armv9 architecture and the recovery of the semiconductor industry.
• Market expansion: ARM not only has strong performance in the smartphone market, but has also made significant progress in the server and automotive markets. ARM technology plays a key role in a wide range of applications from cloud computing to edge devices.
Prospects for the future
• 202...
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Kevin Chen15
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$Arm Holdings(ARM.US$ exceed estimates so much still fall… manipulated
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Kevin Chen15
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$Arm Holdings(ARM.US$ lol just like Palantir
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Kevin Chen15
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$Arm Holdings(ARM.US$ ladies and gentlemen we will be approaching our destination in the next one and a half minutes we ask that you return your trays and raise your seat to the upright position place your head between your legs and brace for impact.
Earnings
Earnings
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Kevin Chen15
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Kevin Chen15
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$Tesla(TSLA.US$ Spent an afternoon here
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Kevin Chen15
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$Tesla(TSLA.US$ I've been saying it all the time, why do so many friends still believe in Tesla? It's not Tesla from the previous two years; the trend has gone bad
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Kevin Chen15
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$Tesla(TSLA.US$ $BYD COMPANY(01211.HK$ $NIO Inc(NIO.US$ $XPeng(XPEV.US$ The 3 articles reported that according to China Daily sources, Tesla CEO Elon Musk proposed testing Full Self-Driving functions within vehicles deployed in the Chinese market. Tesla would deploy its vehicles as taxis in China. Musk also suggested rolling out the software to Chinese taxi services.
Chinese officials allegedly told Musk that Tesla was...
Chinese officials allegedly told Musk that Tesla was...
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Kevin Chen15
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$Arm Holdings(ARM.US$ because wallstreet favors this that's why it's bullish
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Kevin Chen15 阿呆在股市: A 10% drop in global chip shipments can't sustain high valuations!!