Earnings Edge

Earnings Edge

Failure to Land - Arm $ARM 1Q'26 Consensus Earnings Recap

Consensus Media's avatar
Consensus Media
Jul 30, 2025
∙ Paid

We warned about the setup here and an almost impossibly high bar. Well Arm did not clear that bar. And minor red flag for posting gross profit, operating profit, and EPS all on the nose of Consensus… Odd to say the least:

User's avatar

Continue reading this post for free, courtesy of Consensus Media.

Or purchase a paid subscription.
© 2026 Consensus Media · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture