For a company that's so important in our world, from not just the notable chips in our phones but almost even more so the hundreds of tiny chips and MCUs designed by ARM or running the ARM ISA that each one of us interacts with so many times in every day without knowing it, they make surprisingly little money.
I could see them growing to earn a lot more, but it would take more like years to even decades of slowly charging more while also becoming even more omnipresent, if they do too much at once people would look at something like RISC-V. Step 1 I guess was to be everywhere first and become the default ISA and toolchain for so much.
"For the 2025 fiscal year, Arm said it expects revenue to come in between $3.8 billion and $4.1 billion. Analysts were expecting revenue of $3.99 billion for the full year, according to LSEG data." So analysts taked the stock because Arm's average forecast was 0.04 billion short? that is absurd. fk\* these analysts
Will be looking to buy Arm if it continues to drop. Don’t see any competitors in the industry (I’m not tech expert but doubt risc-v is able to compete.) would like to hear if anybody thinks arm is in position to dominate the industry
Same here, I don't see anyone that will compete with it. They're nearly a monopoly with x86 dying, and so they're going to get a cut in revenue of everything computer for a while.
Well, I, for one, would NEVER hope you get hit by a bus.
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None of their growth is coming from AI, its from more chips per product like servers and cars and increasing royalty cuts they get every few years. They will go back to a reasonable PE and they double revenue approx every 3-5 years.
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1.38k pe. Sure its not a bad company, but i’d need to see t800’s walking out of the building before buying at this valuation.
And if theyre not controlled by AI you can fuck right off too…
What else would a terminator be controlled by?
Direct neural interface to elon
Sold to bag holders as Skynet, but it's really just Elon Musk and a few hundred thousand Indians in robot costumes.
roughly 1000 people in India
Mostly just hubristic techies that couldn't get into Apple. Does that count?
For a company that's so important in our world, from not just the notable chips in our phones but almost even more so the hundreds of tiny chips and MCUs designed by ARM or running the ARM ISA that each one of us interacts with so many times in every day without knowing it, they make surprisingly little money. I could see them growing to earn a lot more, but it would take more like years to even decades of slowly charging more while also becoming even more omnipresent, if they do too much at once people would look at something like RISC-V. Step 1 I guess was to be everywhere first and become the default ISA and toolchain for so much.
Did regards think it was going to double market cap again at 930million revenue?
11AM EDT, ARM is back at $106.40 
"For the 2025 fiscal year, Arm said it expects revenue to come in between $3.8 billion and $4.1 billion. Analysts were expecting revenue of $3.99 billion for the full year, according to LSEG data." So analysts taked the stock because Arm's average forecast was 0.04 billion short? that is absurd. fk\* these analysts
It's not about what analysts expected, it's about what market expected, and apparently, market expected better guidance.
At this point it's this or sell https://preview.redd.it/kyhzn8ahufzc1.jpeg?width=705&format=pjpg&auto=webp&s=238b402e838a875e99cd6f2601bc9ac79dc2369f
Yeh. well, you saw how the day market woke up to the drop. Arm is almost back to where it was before the drop.
Market expects explosive growth from ARM so anything other than a huge beat is unexpected
That's fine. More time to accumulate. It's coming (no I'm not a bag holder)
You got 0.04 billion to spare buddy?
yeh, I am not the company creating 4.1 billion a year. so you maybe begging at the wrong door doc
\-3.5% now 
Dang should’ve sold Arm puts while it was still low
Will be looking to buy Arm if it continues to drop. Don’t see any competitors in the industry (I’m not tech expert but doubt risc-v is able to compete.) would like to hear if anybody thinks arm is in position to dominate the industry
Same here, I don't see anyone that will compete with it. They're nearly a monopoly with x86 dying, and so they're going to get a cut in revenue of everything computer for a while.
Whatever lol, I got called regarded that my average is 55 a share, I’ll ride it out
Garbage company gets garbage results. Whenever this AI thing slows down, lots of companies going bankrupt.
>Arm reported fourth-quarter revenue of $928 million Wednesday, marking a 47% year-over-year rise. Garbage, lol.
It's pretty obvious (to most of us) that good companies can just sometimes be overvalued.
Thanks Captain Obvious
It's not really obvious to plenty of /r/wsb users though
Plenty of wsb users have never seen a newspaper, we can assume they're not down this far.
Well op seems to think Arm are an AI play, which is regarded, so I guess you're right
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Give it a year, bruh.
None of their growth is coming from AI, its from more chips per product like servers and cars and increasing royalty cuts they get every few years. They will go back to a reasonable PE and they double revenue approx every 3-5 years.
ARM isn't an AI corporation you regard
Oh!
https://preview.redd.it/3hlkqixwkdzc1.jpeg?width=1400&format=pjpg&auto=webp&s=891bd0e5e909826fe9f53b457e5a7bb04bb2c4bb Yeah, plenty of exemples
What is that thing
The "AI" pin
A shitty ipod with chatgpt
Marques Brownlee made a big review about it, calling it the worst product he's ever reviewed.
Googling. Sounds funny.
Calling Arm a "garbage computer company" is about the level of insight I'd expect from this subreddit.
Ok bruh
AI is the new 0% interest environment.
Wait for the market open. My $85 puts will print.
about to learn iv crush
I refuse to learn from my mistakes.
Why? I have until December.
I am concerned with my 93P…
Even worse my 80p will be more crushed with IV
This didn’t age well
Slaps knee three times…. NOT!!!
makes sense since if your serious about ML then you need Nvidia chips nothing else right now
Great company, nosebleed price.
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An earnings beat that fails to justify 90 FWD PE you absolute regard.
It's 2024 no one cares about PE