Softbank Group Corp. · TSE:9984
Softbank — Arm Holdings — Q1 FYE26 Earnings Presentation
11 slides from Softbank's earnings presentation, August 2025
Slide 1: Arm Holdings plc SoftBank Investor Briefing
Arm Holdings plc SoftBank Investor Briefing Ian Thornton VP Investor Relations August 2025 1
Slide 2: Nomenclature difference between Arm and SoftBank Group
Nomenclature difference between Arm and SoftBank Group Fiscal year ending March 31, 2026 Fiscal year ending March 31, 2026 FY2025 FYE26 2
Slide 3: Q1 FYE26: From Revenues to Profits
Q1 FYE26: From Revenues to Profits 98% 39% Non-GAAP Non-GAAP Gross Margin Operating $22m Margin $619m License Revenue $468m Royalty Revenue $585m Notes: 1. Depreciation and amortization for Q1 FYE26 was $60m 2. See Arm’s shareholder letter for reconciliation of Non-GAAP metrics to the most directly
Slide 4: Semiconductor industry is highly cyclical while growing over long term
Semiconductor industry is highly cyclical while growing over long term • Semiconductor industry has grown at a ~5% CAGR (2018 to 2024) and has seen many cycles • Underlying industry demand driven by AI, automotive, data center and consumer electronic markets. Arm Addressable Semiconductor Market $ (
Slide 5: Updated data for FYE25: Arm's end markets
Updated data for FYE25: Arm’s end markets +20% • Arm is increasing revenue beyond mobile through a broadening range of products including CPUs and systems for markets such as cloud, automotive and IoT/embedded compute Note: royalties represent approximate mix, based on reports received from our part
Slide 6: Updated data for FYE25: Arm's end markets
Updated data for FYE25: Arm’s end markets Market Share1 Market Value1 FYE22 to FYE25 FYE22 to FYE25 MOBILE APPLICATIONS >99% >99% $29bn $40bn OTHER MOBILE Client 70% 70% $18bn $17bn CONSUMER ELECTRONICS 30% 35% $70bn $61bn CLOUD Auto Infrastructure COMPUTE 3 9% 20% $16bn $25bn NETWORKING EQUIPMENT 2
Slide 7: Near-Term Guidance
Near-Term Guidance Q2 FYE26 Revenue ($bn) $1.01bn - $1.11bn Non-GAAP Operating Expense ($m)1 ~$655m Non-GAAP fully diluted earnings per share ($)1 $0.29 - $0.37 (1) For more information and definitions of the non-GAAP measures see the “Key Financial and Operating Metrics” section of our most recent
Slide 8: Compute Subsystems (CSS)
Compute Subsystems (CSS) Integrated, pre-validated AI compute subsystems that simplify silicon and software development for the next era of AI-Enabled Vehicles 8
Slide 9: Arm Zena Compute Subsystem (CSS) for Automotive
Arm Zena Compute Subsystem (CSS) for Automotive Accelerating development of the AI-enabled vehicle CPU CPU High-performance compute with Armv9 cluster Cluster Cluster CPU CPU Support for accelerators including Arm’s own GPU and ISP Cluster Cluster Security Safety Island for fault monitoring and safe
Slide 10: Arm Zena Compute Subsystem (CSS) for Automotive
Arm Zena Compute Subsystem (CSS) for Automotive Accelerating development of the AI-enabled vehicle IO Peripherals PCIe/CXL Peripheral Phys CPU CPU Mali Cluster Cluster ISP Fewer engineers UCIe per project CPU CPU Differentiation Cluster Cluster Mali • Accelerators & GPU partner specific Safety Islan
Slide 11: To be replace d
To be replace d 11