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ARM Says Tariffs Can't Touch Its Business As AI Boom Fuels Record Revenue: 'Can't Run AI Without ARM,' CEO Rene Haas Says

Benzinga LogoBenzinga1w ago

ARM Says Tariffs Can't Touch Its Business As AI Boom Fuels Record Revenue: 'Can't Run AI Without ARM,' CEO Rene Haas Says - Benzinga

Quick Summary:

ARM Holdings (NASDAQ:ARM) executives reassured investors that the company’s business model protects it from direct tariff impacts amid growing U.S.-China trade tensions, according to its fourth quarter of 2025 earnings call.

The British chip design firm reported record fourth quarter revenue of $1.24 billion, with full-year revenue topping $4 billion for the first time.

What Happened: “We don’t have direct impact on tariffs since tariffs today are really applied to end products and are not applied to services, which is what we’re providing,” said Jason Child, ARM’s CFO.

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ARM Says Tariffs Can't Touch Its Business As AI Boom Fuels Record Revenue: 'Can't Run AI Without ARM,' CEO Rene Haas Says - Benzinga (Picture 1)

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Article Details

Author / Journalist: Kaustubh Bagalkote

Category: Technology

Markets:

Topics:

Source Website Secure: Yes (HTTPS)

News Sentiment: Neutral

Fact Checked: Legitimate

Article Type: News Report

Published On: 2025-05-08 @ 07:54:05 (1 weeks ago)

News Timezone: GMT +8:00

News Source URL: benzinga.com

Language: English

Article Length: 429 words

Reading Time: 3 minutes read

Sentences: 20 lines

Sentence Length: 22 words per sentence (average)

Platforms: Desktop Web, Mobile Web, iOS App, Android App

Copyright Owner: © Benzinga

News ID: 28489577

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Official Website: benzinga.com

Update Frequency: 20 posts per day

Year Established: 2010

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News Last Updated: 8 hours ago

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Publisher ID: #53

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