ARM Q4 2025 Earnings — Income Statement Breakdown
For its Q4 2025 period (ending 2025-03-31), ARM reported revenue of $1.2B, gross profit of $1.2B (97.7% gross margin), operating income of $410M, and net income of $210M (16.9% net margin). The flow of revenue into costs and profit is visualized below.
What changed
ARM was profitable; revenue grew 33.7% year over year.
| Comparison | Revenue | Net income | Net margin |
|---|---|---|---|
| Year over year | +33.7% | −6.3% | −7.2 pp |
| Quarter over quarter | +26.2% | −16.7% | −8.7 pp |
Consensus estimate data is not available for this report.
ARM Q4 2025 Income Statement
| Line item | Amount (USD) | % of revenue |
|---|---|---|
| Revenue | $1.2B | 100% |
| Cost of Revenue | −$28M | 2.3% |
| Gross Profit | $1.2B | 97.7% |
| Research & Development | −$546M | 44.0% |
| Selling, General & Administrative | −$257M | 20.7% |
| Operating Income | $410M | 33.0% |
| Other Income, net | −$266M | 21.4% |
| Income Tax Expense | $66M | 5.3% |
| Net Income | $210M | 16.9% |
Source: original SEC filing (filed 2025-05-07). Accession 0001973239-25-000010. Data normalized by EarningsFyi.