Earnings Edge

Earnings Edge

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

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

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:

Keep reading with a 7-day free trial

Subscribe to Earnings Edge to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Consensus Media
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture