The arm shares are armed with the disappointment of smartphones

Arm The shares decreased by up to 9 % in the circulation of the company’s first quarter Profits Wednesday results.

Here is how the company did, compared to the estimates of the analysts included in Lseg:

• Arrow profits: 35 cents expected for 35 cents
• profit: $ 1.05 billion for $ 1.06 billion expected

The company said it expects the second -quarter revenue in the range between 1.01 billion dollars and 1.11 billion dollars, which is in line with $ 1.05 billion expected by LSEG analysts.

Net income decreased by 42 % to $ 130 million, or 12 cents per share, from $ 223 million, or 21 cents per share, a year ago.

ARM sells the architectural engineering that works on billions of devices, including apple and QualcommChips. However, CEO Has pure He said in an interview on Wednesday with Reuters that the company was “more aware of investment” in technology “to exceed designs,” which confirms that the company is considering designing its own processors.

One analyst at the company’s profit call said on Wednesday that this step may cause “the risk of implementation.” ARM already sells technology for almost a better chips designer, and ARM can offer its complete numbers or semiconductors to make its customers in competitors.

Includes ARM CSPS customers or cloud service providers such as Microsoft and Amazon Which develops dedicated chips on the basis of the arm. The manufacture of original equipment manufacturers, or original equipment manufacturers, are companies like Apple that designer their computers.

“One of the things we see with new customers, such as CSPS and OEMS and also even traditional clients, has requested a better starting point,” Haas said in the profit call on Wednesday.

Haas said ARM may develop full numbers, which can be combined into a dedicated chip, or can develop the entire chip itself.

“We are now looking at the feasibility of moving beyond the current statute to additional sub -systems, numbers or complete solutions,” Haas said.

But in the meantime, the director of the Jason arm, the director of the Jason arm, said that the arms of the Jason Childe, in the meantime, said that the largest ARM’s work, in ARM, had been available to use the simplest technology in smart phone chips, and it is proven.

“The growth was not strong in the smartphone sector as we expected,” Childe said.

ARM said that because it is a license company in the first place, it expects “a direct direct impact on the revenues of kings and licenses”, but the company has a “less vision in the indirect effect on the final demand”, in the event that a tariff will slow down the sales of products with arm technology in it.

“In the license, customers have invested historically by slowing down in the short term, taking into account the timelines for the development of long chips.”

For countries that have not negotiated separate trade agreements with the United States, the President Donald Trump He said it is likely to impose a Battle tariff rate On their exports.

The company said in a profit call on Wednesday, SoftBank expanded the license agreement with ARM. Softbank control about 90 % of the arm, and Take the public company In 2023.

When asked about the expanded agreement, the child referred to an American plan worth $ 500 billion with Openai to build an infrastructure for Amnesty International called Stargate.

“Stargit is looking to expand in the coming years,” Childe said. “This is a lot of sensitivity and huge potential for many design opportunities.”

– KIF Leswing from CNBC contributed to this report.

Correction: A previous version of this story erred in misuse of Haas’s last name and incorrectly attributed the comment on “the risks of implementation”.