ARM首财季业绩超预期,AGI CPU需求超20亿美元

格隆汇
Jul 30
ARM公布截至6月底止2027财年第一季业绩,季度收入同比增22%至12.89亿美元,高于分析师预期的12.6亿美元;经调整营运溢利同比增29%至5.31亿美元,经调整每股盈利0.45美元,亦好于市场预期的0.40美元。期内版税收入同比增22%至7.15亿美元,授权及其他收入同比增23%至5.74亿美元,年度合约价值(ACV)同比增13%至17.32亿美元。 展望第二季,ARM预计收入将介乎13.3亿至14.3亿美元,经调整每股盈利将介乎0.43至0.51美元,分析师预期分别为13.4亿美元和0.43美元。ARM首席执行官Rene Haas表示,受记忆体供应紧张及手机市场影响,公司预期下一季度智能手机版税收入将回落。另一方面,Oracle已成为Arm AGI CPU客户;该产品在2027及2028财年的客户需求已超过20亿美元。

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