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British Chip Designer Arm warned that uncertainty about American tariff policies meant that it was unable to give advice for annual income, while customers such as Nvidia and Apple are faced with shocks with world supply chains.
Wednesday its results of the fourth quarter, SoftBank, Arm, issued conservative sales prospects, providing for revenues between $ 1 billion and $ 1.1 billion during the current quarter, at the lowest end of Wall Street forecasts due to the conclusion of new license transactions.
Its shares dropped up to $ 9% per share in exchange after opening hours.
ARM's revenues offer an overview of the health of the smartphone and AI chip market, with the conceptions of Arm used by some of the largest companies in the world, which authorize its conceptions to build flea.
They reflected the period before President Donald Trump announced radical “reciprocal” prices on most American trade partners at the beginning of April, sending shock waves via global markets.
ARM financial director Jason Child said revenues in the three months at the end of March was not affected by uncertainty about the trade prices announced by Trump, but that there was “lower visibility than normal” as a customer and refused to give advice for 2026 income.
ARM, which generates income from license fees and fees for its flea technology, said it was concluding new license agreements, but that some had not yet been signed, which has resulted in a more cautious perspective.
Arm recorded a turnover of $ 1.2 billion for the quarter at the end of March, up 34% compared to the previous year, in accordance with the expectations of Wall Street. He declared a 6% drop in net profit compared to the previous year from $ 224 million to $ 210 million. Meanwhile, revenues from the year 2025 increased from 24% to $ 4 billion.
While Apple and other manufacturers of equipment subsequently granted a reprieve on the “reciprocal” prices, the administration currently performs a review of national security to determine whether to impose other prices on semiconductors and electronics that contain them.
Nvidia has known its exports of fleas to China struck by new restrictions and faces new potential restrictions on the sale of its chips.
At the end of Wednesday, ARM shares have dropped by around 3% since the start of the year. The company experienced massive growth in 2024 when it became one of the main beneficiaries of a large frenzy of IA expenditure by large technological companies.
He scored in the United States in September 2023 following his acquisition by Softbank, which still has around 90% of the shares.
