{"id":465326,"date":"2024-11-12T12:12:03","date_gmt":"2024-11-12T11:12:03","guid":{"rendered":"https:\/\/www.ecinews.fr\/?p=465326"},"modified":"2024-11-12T12:12:44","modified_gmt":"2024-11-12T11:12:44","slug":"arm-renoue-avec-les-benefices-au-t3-2024","status":"publish","type":"post","link":"https:\/\/www.ecinews.fr\/fr\/arm-renoue-avec-les-benefices-au-t3-2024\/","title":{"rendered":"Arm renoue avec les b\u00e9n\u00e9fices au T3 2024"},"content":{"rendered":"<h2>Arm Holdings plc a r\u00e9alis\u00e9 un b\u00e9n\u00e9fice net sur un chiffre d&rsquo;affaires qui a augment\u00e9 de 5 % au cours du deuxi\u00e8me trimestre de son exercice 2025, par rapport au m\u00eame trimestre de l&rsquo;ann\u00e9e pr\u00e9c\u00e9dente.<\/h2>\n<p>Les recettes ont \u00e9t\u00e9 sup\u00e9rieures aux pr\u00e9visions pr\u00e9c\u00e9dentes, \u00e0 844 millions de dollars US, gr\u00e2ce \u00e0 des niveaux records de recettes de redevances. La soci\u00e9t\u00e9 a r\u00e9alis\u00e9 un b\u00e9n\u00e9fice net de 107 millions de dollars US, contre une perte nette de 110 millions de dollars US l&rsquo;ann\u00e9e pr\u00e9c\u00e9dente.<\/p>\n<p>Les recettes tir\u00e9es des redevances se sont \u00e9lev\u00e9es \u00e0 514 millions de dollars US, soit une hausse de 23 % par rapport \u00e0 l&rsquo;ann\u00e9e pr\u00e9c\u00e9dente, tandis que les recettes tir\u00e9es des licences ont baiss\u00e9 de 15 % pour atteindre 330 millions de dollars US.<\/p>\n<p>Arm a attribu\u00e9 la baisse des revenus de licence \u00e0 des fluctuations normales dans le calendrier et la taille de plusieurs accords de licence de grande valeur. La soci\u00e9t\u00e9 a d\u00e9clar\u00e9 que l&rsquo;augmentation des redevances \u00e9tait en partie due au renforcement du march\u00e9 des smartphones et en partie \u00e0 l&rsquo;augmentation des prix \u00e0 mesure que les clients adoptent l&rsquo;architecture de jeu d&rsquo;instructions ArmV9 et les c\u0153urs bas\u00e9s sur celle-ci, ainsi que l&rsquo;adoption des sous-syst\u00e8mes de calcul (CSS) et des biblioth\u00e8ques d&rsquo;intelligence artificielle Kleidi.<\/p>\n<p>Arm a d\u00e9clar\u00e9 que l&rsquo;ArmV9 est responsable d&rsquo;environ 25 % des recettes de redevances, contre environ 10 % l&rsquo;ann\u00e9e pr\u00e9c\u00e9dente. Le PDG Ren\u00e9 Haas a d\u00e9clar\u00e9 qu&rsquo;il s&rsquo;attendait \u00e0 ce que l&rsquo;adoption d&rsquo;ArmV9 se poursuive \u00e0 un rythme soutenu.<\/p>\n<p>Arm a donn\u00e9 des pr\u00e9visions comprises entre 920 et 970 millions de dollars pour le troisi\u00e8me trimestre fiscal 25 , les pr\u00e9visions pour l&rsquo;ensemble de l&rsquo;ann\u00e9e restant inchang\u00e9es, \u00e0 savoir entre 3,8 et 4,1 milliards de dollars.<\/p>\n<p>Arm est dans l&rsquo;incertitude en ce qui concerne un conflit de licence avec son principal client Qualcomm. L&rsquo;entreprise a envoy\u00e9 \u00e0 Qualcomm une notification d&rsquo;annulation de licence dans un d\u00e9lai de 60 jours et une action en justice pour rupture de licence devrait \u00eatre engag\u00e9e en d\u00e9cembre 2024.<\/p>\n<p>Selon les calculs de l&rsquo;analyste Robert Castellano, l&rsquo;architecture Snapdragon de Qualcomm, bas\u00e9e sur la technologie Arm, a permis de livrer 550 millions de processeurs pour smartphones en 2023 et 2024, sur un total de 4 155 millions.<\/p>\n<h4>Liens et articles connexes :<\/h4>\n<p><a href=\"http:\/\/www.arm.com\">www.arm.com<\/a><\/p>\n<h4>Articles de presse :<\/h4>\n<p><a href=\"https:\/\/www.eenewseurope.com\/en\/arm-escalates-qualcomm-dispute-with-license-threat\/\">ARM aggrave le conflit avec Qualcomm en mena\u00e7ant d&rsquo;accorder des licences &#8211; mise \u00e0 jour<\/a><\/p>\n<p><a href=\"https:\/\/www.eenewseurope.com\/en\/qualcomm-hits-back-at-arm-over-lawsuit\/\">Qualcomm riposte aux poursuites engag\u00e9es contre ARM<\/a><\/p>\n<p><a href=\"https:\/\/www.eenewseurope.com\/en\/arm-sues-qualcomm-over-nuvia-chip-designs\/\">ARM poursuit Qualcomm au sujet de la conception des puces Nuvia<\/a><\/p>\n<p><a href=\"https:\/\/www.eenewseurope.com\/en\/qualcomm-buys-data-centre-chip-unicorn-nuvia-to-take-on-apple\/\">Qualcomm ach\u00e8te Nuvia pour affronter Apple<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Arm Holdings plc a r\u00e9alis\u00e9 un b\u00e9n\u00e9fice net sur un chiffre d&rsquo;affaires qui a augment\u00e9 de 5 % au cours du deuxi\u00e8me trimestre de son exercice 2025, par rapport au m\u00eame trimestre de l&rsquo;ann\u00e9e pr\u00e9c\u00e9dente. Les recettes ont \u00e9t\u00e9 sup\u00e9rieures aux pr\u00e9visions pr\u00e9c\u00e9dentes, \u00e0 844 millions de dollars US, gr\u00e2ce \u00e0 des niveaux records de [&hellip;]<\/p>\n","protected":false},"author":40,"featured_media":443500,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_ppma_block_editor_authors":""},"categories":[880,3669],"tags":[2456,3302,8159],"domains":[47],"ppma_author":[3631,6199],"class_list":["post-465326","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-actualites-economiques","category-nouvelles","tag-arm-fr","tag-ip-fr","tag-licences","domains-electronique-eci"],"acf":[],"yoast_head":"<title>Arm renoue avec les b\u00e9n\u00e9fices au T3 2024 ...<\/title>\n<meta name=\"description\" content=\"Arm Holdings plc a r\u00e9alis\u00e9 un b\u00e9n\u00e9fice net sur un chiffre d&#039;affaires qui a augment\u00e9 de 5 % au 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