Arm Holdings plc (NASDAQ:ARM) Q2 2025 Earnings Conference Call November 6, 2024 5:00 PM ET

Company Participants

Jeff Kvaal - Vice President of Investor Relations
Rene Haas - Chief Executive Officer
Jason Child - Executive Vice President and Chief Financial Officer

Conference Call Participants

Andrew Gardiner - Citi
Harlan Sur - JPMorgan
Ross Seymore - Deutsche Bank
Vivek Arya - Bank of America Securities
Srini Pajjuri - Raymond James
Lee Simpson - Morgan Stanley
Janco Venter - Arete Research
Krish Sankar - TD Cowen
John Difucci - Guggenheim Securities
Toshiya Hari - Goldman Sachs

Operator

Good day and thank you for standing by. Welcome to the Arm Second Quarter Fiscal Year 2025 Webcast and Conference Call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there'll be a question-and-answer session. [Operator Instructions] Please be advised that today's conference is being recorded.

I would now like to hand the conference over to your first speaker today, Jeff Kvaal, Head of Investor Relations. Please go ahead.

Jeff Kvaal

Thank you very much. Welcome to our earnings conference call for the second quarter of fiscal '25, ending September 30th, 2024. On the call today are Rene Haas, the Chief Executive Officer of Arm; and Jason Child, Arm's Chief Financial Officer.

During the call, Arm will discuss forecasts, targets, and other forward-looking information regarding the company and its financial results. While these statements represent our best current judgment about future results and performance as of today, our actual results are subject to many risks and uncertainties that could cause actual results to differ materially.

In addition to these risks that we may highlight during the call, important risk factors that may affect our future results and performance are described in our registration statement on Form 20-F with the SEC. Arm assumes no obligation to update any forward-looking statements.

We will refer to non-GAAP financial measures during the discussion. Reconciliations of certain of these non-GAAP financial measures to their most directly comparable GAAP financial measures, as well as a discussion of certain projected non-GAAP financial measures that we are not able to reconcile without unreasonable efforts and supplemental information can be found in our shareholder letter.

The shareholder letter and other earnings related materials are now available on our website at investors.arm.com.

And with that, I'll turn the call over to Rene. Rene?

Rene Haas

Thank you, Jeff, and good afternoon, everyone. It's been now about one year since our IPO and I'm very proud to tell you that in that year we have exceeded all of our expectations on execution of our growth strategies. The demand for AI everywhere is increasing the demand for Arm's compute platform. To date, now since our history, over 300 billion Arm chips have been shipped.