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    ARM HOLDINGS PLC /UK (ARM)

    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.

    1. Royalty Revenue - Generates income from royalties on products that incorporate Arm's IP, recognized based on customer shipments and market data.
    2. 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.
    3. Software and Tools - Supplies development tools and a comprehensive software ecosystem, supporting the world's most widely adopted processor architecture.

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    NamePositionExternal RolesShort 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.

    1. 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?

    2. 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?

    3. 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?

    4. 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?

    5. 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?

    Research analysts who have asked questions during ARM HOLDINGS PLC /UK earnings calls.

    Andrew Gardiner

    Citigroup

    4 questions for ARM

    Also covers: ASML, ERIC, IFNNY +1 more

    Lee Simpson

    Morgan Stanley

    4 questions for ARM

    Also covers: CDNS, IFNNY, SNPS +1 more

    Vivek Arya

    Bank of America Corporation

    4 questions for ARM

    Also covers: ADI, ALGM, AMAT +22 more

    Mark Lipacis

    Evercore ISI

    3 questions for ARM

    Also covers: ALAB, ALGM, GFS +5 more

    Vijay Rakesh

    Mizuho

    3 questions for ARM

    Also covers: ALGM, ALV, AMAT +16 more

    Harlan Sur

    JPMorgan Chase & Co.

    2 questions for ARM

    Also covers: ADI, ALAB, AMAT +15 more

    John DiFucci

    Guggenheim Securities

    2 questions for ARM

    Also covers: AKAM, CHKP, CRWD +10 more

    Joseph Quatrochi

    Wells Fargo Securities, LLC

    2 questions for ARM

    Also covers: AEIS, ALGM, AMAT +10 more

    Ross Seymore

    Deutsche Bank

    2 questions for ARM

    Also covers: ADI, ALAB, AMBA +14 more

    Sreekrishnan Sankarnarayanan

    Wolfe Research, LLC

    2 questions for ARM

    Also covers: AAPL, AEIS, AMAT +21 more

    Charles Shi

    Needham & Company

    1 question for ARM

    Also covers: ACLS, ACMR, ALTR +18 more

    David O'Connor

    BNP Paribas

    1 question for ARM

    Also covers: AMBA, CEVA

    Joe Quatrochi

    Wells Fargo

    1 question for ARM

    Also covers: AEIS, ALGM, AMAT +6 more

    Sebastien Cyrus Naji

    William Blair & Company, L.L.C.

    1 question for ARM

    Also covers: ANET, CSCO, FFIV

    Sebastien Naji

    William Blair

    1 question for ARM

    Also covers: ALAB, ANET, CSCO +1 more

    Srini Pajjuri

    Raymond James Financial

    1 question for ARM

    Also covers: AVGO, MRVL

    Srinivas Pajjuri

    Raymond James & Associates, Inc.

    1 question for ARM

    Also covers: ALAB, AMAT, INTC +10 more

    Stephane Houri

    ODDO BHF

    1 question for ARM

    Also covers: ASML, IFNNY, STM

    Steven Chin

    TD Cowen

    1 question for ARM

    Also covers: HPQ, RGTI, SKYT

    Timm Schulze-Melander

    Rothschild & Co Redburn

    1 question for ARM

    Also covers: AMAT, ASML, KLAC +2 more

    Toshiya Hari

    Goldman Sachs Group, Inc.

    1 question for ARM

    Also covers: AMAT, AMD, AMKR +17 more

    Recent press releases and 8-K filings for ARM.

    SoftBank's Masayoshi Son Regains Richest Person Title
    ·$ARM
    New Projects/Investments
    M&A
    • Masayoshi Son, SoftBank's founder and CEO, has reclaimed his position as Japan's richest person, with his net worth estimated at $50.5 billion, driven by a surge in SoftBank's shares due to investor optimism about its AI investments.
    • SoftBank's shares have surged over 60% this year, helping Son regain the title after a four-year gap.
    • Son's AI strategy includes significant investments, such as the 2016 acquisition of Arm for $32 billion and the 2025 acquisition of US chipmaker Ampere Computing for $6.5 billion.
    • SoftBank is the lead investor in OpenAI's $40 billion funding round, planning to invest up to $30 billion directly.
    Aug 11, 2025, 1:33 AM
    Arm Holdings PLC Reports Record Q1 Revenue and Strategic AI Investments
    ·$ARM
    Earnings
    New Projects/Investments
    Guidance Update
    • Arm achieved a record first quarter revenue of over $1 billion and saw royalties increase by 25% year-on-year.
    • The company is doubling down on investments in the AI domain, expecting to reach over 50% market share on CPUs in the data center by the end of the year.
    • Arm is involved in Project Stargate, a $500 billion investment by SoftBank and OpenAI for data centers, where Grace Blackwell (based on Arm) is the CPU of choice.
    • Despite potential quarter-to-quarter lumpiness, Arm's licensing activity is robust and very strong, with record licensing revenue in recent years.
    • The company did not provide full-year guidance due to geopolitical uncertainties but remains very bullish on long-term demand given strong fundamentals and growth in AI and automotive sectors.
    Jul 31, 2025, 7:31 PM
    Arm Holdings Shifts to Developing Own Chips
    ·$ARM
    New Projects/Investments
    Demand Weakening
    Guidance Update
    • Arm Holdings is shifting from solely licensing its chip blueprints to developing and building its own chips, including chiplets, with increased research and development spending to accelerate this transition.
    • This strategic pivot aims to expand beyond design into full chip production and system-level solutions, placing Arm in direct competition with some of its traditional customers, such as Nvidia.
    • The move comes amid challenges including a recent profit forecast miss and slowing smartphone sales, which have impacted Arm’s stock price.
    • Prototypes of AI chips are expected by spring 2025.
    Jul 30, 2025, 10:41 PM
    Arm Holdings Q4 & Fiscal Year 2025 Results and Q1 2026 Guidance
    ·$ARM
    Earnings
    Revenue Acceleration/Inflection
    Guidance Update
    • 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% .
    May 7, 2025, 9:01 PM