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ARM Licensing Revenue Miss, EL Earnings Sell-Off, TPR Rallies

ARM Licensing Revenue Miss, EL Earnings Sell-Off, TPR Rallies

Schwab Network · Schwab Network

February 5, 20265m 2s

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Show Notes

Arm Holdings (ARM) issued a light beat in earnings, but as Diane King Hall points out, the Street took issue with its licensing revenue. The stock didn't sell off as much as Estée Lauder (EL) following its earnings, which contrasted Tapestry's (TPR) rally off its report.


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