智通财经APP获悉，周四，Arm Holdings(ARM.US)绩后跌近8%，现报219.85美元。消息面上，Arm Holdings周三盘后发布了截至3月的2026财年第四财季报告，公司季度营收同比增长20%至14.9亿美元，高于市场预期的14.7亿美元;净利润达6.41亿美元;调整后每股盈利为60美分，同样超出预期。对下一季度的展望中，公司预计第一财季营收约为12.6亿美元，略高于分析师平均预期的12.5亿美元;调整后每股盈利预计为40美分，而市场普遍预期为36美分。
公司高管在分析师电话会上表示，尚未落实足够的供应链产能以满足一款新芯片的需求，同时分析师就其自研芯片业务的成本进行了深入追问。市场情绪波动背后，反映了投资者对手机市场低迷、版税收入不及预期以及自研芯片供应链风险的复杂判断。
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