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Arm Q1 2026 Earnings Preview: Royalty Ramp in Focus
Arm Q1 2026 Earnings Preview: Royalty Ramp in Focus

Yahoo

time10 hours ago

  • Business
  • Yahoo

Arm Q1 2026 Earnings Preview: Royalty Ramp in Focus

Arm will release fiscal first-quarter results after the bell on July 30, 2025. Consensus targets call for 12% revenue growth but a 13% drop in EPS versus Q1 2025. Shares are up 32% YTD, a move powered by AI and IoT demand. Royalty backlog and AI demand are the key watch-points. Remaining performance obligations were $2.23 billion at the end of Q4 FY25, down 10% YoY as prior deals converted to revenue. Management has called the drop timing-related and says growing Armv9 use in cloud and automotive will lift royalties through FY 2026. An update on large AI-accelerator licenses now in negotiation could refill RPO and restore confidence in the full-year sales range. Investors also want proof that a richer royalty mix can keep operating margin in the mid-40s while R&D rises to defend IP. Arm trades at 91 forward P/E and 35 forward P/S. A clean beat with upbeat AI and IoT commentary could keep that premium intact, but a renewed guide cut or slower royalty run-rate might cap any post-print upside. This article first appeared on GuruFocus.

Regular passports valid, touts spreading fake info: RPO chief
Regular passports valid, touts spreading fake info: RPO chief

Time of India

time22-07-2025

  • Time of India

Regular passports valid, touts spreading fake info: RPO chief

Pune: Passport agents and touts are exploiting the launch of e-passports to spread false information that regular passports are no longer valid, said Arjun Deore, regional passport officer at Pune RPO, on vested interests trying to drum up unnecessary business, there have been instances where citizens were misled into believing they need to replace their existing valid passports immediately with e-passports."There is misinformation circulating among people. Citizens with passports valid for several years are being told that their documents are no longer valid because 'passport' offices are now issuing e-passports. There are vested interests — certain agents who want to generate new applicants — who are spreading this kind of misinformation," said warning comes as Pune RPO (regional passport office) has now transitioned to issuing only e-passports since the first week of May 2025, making it one of the major passport offices in India to implement the new technology under the Passport Seva Programme 2.0. "All passports that we have been issuing since the first week of May are e-passports," Deore Pune RPO chief emphasised that citizens should not fall for these misleading claims. "Unless your passport is damaged or invalid, it remains perfectly acceptable for use. Only those who genuinely need new passports — those with expired passports, exhausted pages or damaged documents — should apply. Citizens should not apply merely for the novelty of having an e-passport," he per the ministry of external affairs, all regular passports issued under the previous Passport Seva Programme 1.0 remain completely valid and can continue to be used for travel purposes, subject to normal validity periods and other provisions under the Passports Act, e-passport rollout at Pune RPO is part of a nationwide expansion of the technology, which was initially piloted in smaller offices in Nagpur and Bhubaneswar last year before being extended to major regional the digital nomenclature, e-passports are still physical booklets identical to regular passports, with one crucial addition — an embedded RFID (radio frequency identification) chip that stores passport data securely."The term e-passport does not mean it can be downloaded to a mobile phone or any digital device. It remains a physical booklet. The only difference is that it contains an embedded chip," explained Deore. The booklet features a distinctive chip logo on the front cover though the actual chip is located on a different page chip technology, similar to that used in debit cards, enables automated identity verification at immigration counters and significantly enhances security by making tampering extremely RPO wins national awardRegional Passport Office, Pune, received the first prize for "innovative steps and citizen-centric initiatives" during the recent Passport Seva Divas celebration. Minister of state for external affairs Pabitra Margherita presented the award to Arjun Deore, regional passport its notable achievements, Pune RPO became the first passport office to install an 80kW rooftop solar plant in Jan 2025 under the Pradhan Mantri Surya Ghar Muft Bijli Yojana, generating 25% of its monthly electricity needs and saving Rs1 lakh per month.

Madras High Court orders reissue of NTK leader Seeman's lost passport
Madras High Court orders reissue of NTK leader Seeman's lost passport

The Hindu

time22-07-2025

  • Politics
  • The Hindu

Madras High Court orders reissue of NTK leader Seeman's lost passport

Observing that politicians would naturally have criminal cases pending against them and that, by itself, cannot be a ground to deny passport, the Madras High Court on Monday (July 21, 2025) directed the Regional Passport Officer in Chennai to reissue the lost passport of Naam Tamilar Katchi (NTK) leader S. Seeman within four weeks. Justice N. Anand Venkatesh allowed a writ petition filed by the party leader and quashed an order passed by the RPO refusing to reissue the passport. He pointed out that a Division Bench of the High Court had already held that the permission of criminal courts is not required to seek the renewal/reissuance of passports. Individuals facing criminal cases would have to obtain the permission of the criminal court concerned only when they intend to travel abroad, the judge said and directed the RPO to process the petitioner's application and reissue the passport within a month if the application was in order otherwise. In his affidavit, Mr. Seeman stated he had been facing motivated criminal cases since 2008 and yet, he had been visiting many foreign countries to meet the Tamil diaspora. When the RPO refused to reissue his passport with additional pages in 2013, he had approached the High Court and obtained a favourable order. However, when he planned to visit some neighbouring countries in September 2024, he found that he had lost his passport. Immediately, a police complaint was lodged and a Lost Document Report (LDR) was obtained on October 10, 2024. Thereafter, he applied for the reissuance of the passport in November 2024. The RPO on January 31, 2025, refused to reissue the passport, the petitioner complained and contended he was not facing any serious charges and there was no likelihood of him absconding or evading the course of justice. Mere pendency of a few 'motivated criminal cases' could not be a reason to deny passport, he argued.

Fake viral post quoting Sultan Ibrahim debunked by RPO
Fake viral post quoting Sultan Ibrahim debunked by RPO

The Sun

time19-07-2025

  • Politics
  • The Sun

Fake viral post quoting Sultan Ibrahim debunked by RPO

KUALA LUMPUR: The Johor Royal Press Office (RPO) has detected a fake social media post that used a photo of His Majesty Sultan Ibrahim, King of Malaysia, along with a false statement related to the Islamic world. In a post on Sultan Ibrahim Sultan Iskandar's official Facebook page, the RPO clarified that the content of the viral post is not true. 'The public is advised to remain vigilant and not be easily influenced by statements spread through these fake accounts,' it said. The Facebook post also included two screenshots of the fake statement, allegedly published by a social media account under the name 'Daily Iran News'. - Bernama

Viral Post Quoting Sultan Ibrahim Is Fake, Says RPO
Viral Post Quoting Sultan Ibrahim Is Fake, Says RPO

Barnama

time19-07-2025

  • Politics
  • Barnama

Viral Post Quoting Sultan Ibrahim Is Fake, Says RPO

KUALA LUMPUR, July 19 (Bernama) -- The Johor Royal Press Office (RPO) has detected a fake social media post that used a photo of His Majesty Sultan Ibrahim, King of Malaysia, along with a false statement related to the Islamic world. In a post on Sultan Ibrahim Sultan Iskandar's official Facebook page, the RPO clarified that the content of the viral post is not true. 'The public is advised to remain vigilant and not be easily influenced by statements spread through these fake accounts,' it said.

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