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Arm Holdings plc is a global leader in the semiconductor industry, specializing in the licensing, marketing, and development of intellectual property (IP) and related technologies. The company enables the design and manufacture of modern computer chips by providing energy-efficient CPU IP, complementary technologies, and a robust software ecosystem. Its products are widely adopted across industries such as consumer electronics, automotive, data centers, and IoT devices.
- Royalty Revenue - Generates income from royalties on products that incorporate Arm's IP, recognized based on customer shipments and market data.
- License and Other Revenue - Includes IP licenses, software sales, professional services, and support/maintenance, with revenue recognized either at a point in time or over time.
- CPU Products - Offers high-performance, energy-efficient CPUs for diverse applications.
- Graphics Processing Units (GPUs) - Provides advanced visual and computational capabilities.
- System IP - Includes memory controllers, interconnects, and on-chip peripherals.
- Compute Platforms - Enables system-level creation for sophisticated devices and applications.
- Software and Tools - Supplies development tools and a comprehensive software ecosystem, supporting the world's most widely adopted processor architecture.
| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Rene Haas ExecutiveBoard | Chief Executive Officer (CEO) | Board Member of Arm China; Board Member of SoftBank Group | CEO since February 2022; joined ARM in October 2013; previously President of IP Product Groups and Chief Commercial Officer; former NVIDIA executive. | View Report → |
Jason Child Executive | Chief Financial Officer (CFO) | Board Member of Coupang, Inc.; Member of the Global Advisory Board at UW | CFO since November 2022; previously CFO at Splunk, Groupon, and Opendoor; held leadership roles at Amazon for 11 years. | |
Richard Grisenthwaite Executive | Chief Architect | Member of the U.K. government’s Semiconductor Advisory Panel | Joined ARM in 1997; responsible for ARM architecture evolution, including Armv6 to Armv9; holds 120 patents in microprocessors. | |
Spencer Collins Executive | Chief Legal Officer (CLO) | None | CLO since September 2022; previously Interim General Counsel; former Managing Partner and General Counsel at SoftBank Investment Advisors. | |
Will Abbey Executive | Chief Commercial Officer (CCO) | Board Member of EnPro Industries | Joined ARM in 2004; previously SVP of Sales and Partner Enablement; leads sales, field engineering, and partner enablement. | |
Jeffrey A. Sine Board | Non-Executive Director | Co-Founder and Partner of The Raine Group; Board Member of NPR, TelevisaUnivision, ITHAKA, ETS, American University, and Manhattan Theatre Club | Non-Executive Director since September 2022; co-founder of The Raine Group; extensive experience in technology, media, and communications. | |
Karen E. Dykstra Board | Non-Executive Director | Lead Independent Director at Gartner, Inc. | Non-Executive Director since September 2022; former CFO of VMware and AOL; extensive financial and board experience. | |
Masayoshi Son Board | Chairman of the Board | Chairman and CEO of SoftBank Group; Chairman of SoftBank Corp.; Honorary Chairman of Broadband Association in Japan | Chairman of ARM since March 2018; founder of SoftBank Group; oversees investments in technology, AI, and IoT. | |
Ronald D. Fisher Board | Non-Executive Director | Senior Advisor at SoftBank Investment Advisors | Non-Executive Director since March 2018; former Vice Chairman of SoftBank Group; founder of SoftBank Capital. | |
Rosemary Schooler Board | Non-Executive Director | Board Member of Zurn Water Solutions and Densify | Non-Executive Director since December 2022; former Intel executive with 33 years of experience in IoT, networking, and data center technologies. |
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Despite earlier expectations of v9 adoption increasing by 5 percentage points each quarter, it has remained at 25% for several quarters; what is causing this stagnation, and how does it impact your future royalty growth projections?
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Annualized Contract Value (ACV) growth decelerated to 9% year-on-year this quarter, below the recent run rate of low teens; are there structural challenges in your licensing business affecting long-term revenue growth, and how do you plan to address them?
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There is ongoing speculation about Arm potentially moving beyond its traditional IP model into the silicon space, possibly through M&A; can you elaborate on your strategic considerations here and how such a move might affect your ecosystem and customer relationships?
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Royalty revenue from Arm China has remained at 25% for several quarters, despite previous expectations for it to decrease to the mid-teens; what factors are contributing to this sustained percentage, and how might this impact your revenue diversification efforts?
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With large licensing deals taking longer to close due to their complexity, is there a risk that this could hinder near-term licensing revenue growth, and what steps are you taking to mitigate this potential impact?
Recent press releases and 8-K filings for ARM.
- Record-breaking Q4 performance: Arm delivered record Q4 results with total revenue reaching $1,241 million , marking the first time a quarter has surpassed $1 billion .
- Full-year strength: Fiscal year 2025 results exceeded expectations with total revenue topping $4 billion and full-year royalty revenue over $2 billion .
- Robust segment growth: Strong performance in smartphones (up approximately 30% YoY) and accelerating demand in data centers, automotive, and IoT segments, driven by advanced Armv9 technology .
- Record Q4 royalties & licensing: Achieved record Q4 royalty revenue of $607 million alongside licensing revenue of $634 million .
- Cautious Q1 FYE26 outlook: Guidance projects Q1 revenue in the range of $1,000m - $1,100m with anticipated royalty growth of 25%-30% .