Softbank Group Corp. · TSE:9984

Softbank — Arm Holdings — Q2 FYE26 Earnings Presentation

13 slides from Softbank's earnings presentation, November 2025

  1. Slide 1: Arm Holdings plc SoftBank Investor Briefing

    Arm Holdings plc SoftBank Investor Briefing Jason Child Chief Financial Officer November 2025 1

  2. 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

  3. Slide 3: Q2 FYE26: From Revenues to Profits

    Q2 FYE26: From Revenues to Profits 98% 41% Non-GAAP Non-GAAP Gross Margin Operating $20m Margin $648m License Revenue $515m Royalty Revenue $620m Notes: 1. Depreciation and amortization for Q2 FYE26 was $55m 2. See Arm’s shareholder letter for reconciliation of Non-GAAP metrics to the most directly

  4. Slide 4: License revenue up 55% Y/Y due to multiple high-value deals

    License revenue up 55% Y/Y due to multiple high-value deals ATA and CSS grow licensing today; foundation for future royalty growth Arm Total Access 48 44 • Arm Total Access (ATA) provides major technology company with broad range of Arm CPUs and GPUs for multiple years 31 18 • Enables rapid adoption

  5. Slide 5: 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 • Current industry demand driven by AI, data center, networking, and consumer electronic markets. Arm Addressable Semiconductor Market $ (B)

  6. Slide 6: Near-Term Guidance

    Near-Term Guidance Q3 FYE26 Revenue ($m) $1.225bn ± $50m Non-GAAP Operating Expense ($m)1 ~$720m Non-GAAP fully diluted earnings per share ($)1 $0.41 ± $0.04 (1) For more information and definitions of the non-GAAP measures see the “Key Financial and Operating Metrics” section of our most recent Sha

  7. Slide 7: Introducing Arm Lumex

    arm SME2 enabled Ci-DSU Mali Gi-Ultra MMU L1 sili System interconnect Introducing arm |umex MCN SLC NoC [Reta irpiementation © 2025 Arm 7

  8. Slide 8: Next generation CSS for AI-enabled smartphones and mobile computers

    arm SME2 enabled Ci-DSU Mali Gi-Ultra MMU L1 sili System interconnect Next generation CSS for Al-enabled smartphones and mobile computers MCN SLC NoC [Reta irpiementation ©2025 Arm 8

  9. Slide 9: Highest performance Armv9 CPUs, 5x AI acceleration

    arm SME2 enabled Ci-DSU Mali Gi-Ultra MMU L1 sili System interconnect Highest performance Armv9 CPUs 5x Al acceleration MCN SLC NoC [Reta irpiementation ©2025 Arm 9

  10. Slide 10: Mobile-First GPU, 2x Ray Tracing Performance

    arm SME2 enabled Ci-DSU Mali Gi-Ultra MMU L1 sili System interconnect Mobile-First GPU 2x Ray Tracing Performance MCN SLC NoC [Reta irpiementation ©2025 Arm 10

  11. Slide 11: Higher performance, much greater capability

    arm SME2 enabled Ci-DSU Mali Gi-Ultra MMU L1 sili System interconnect Higher performance Much greater capability Delivering higher value MCN SLC NoC [Reta irpiementation ©2025 Arm 11

  12. Slide 12: Arm and Meta Announce Strategic Partnership

    Arm and Meta Announce Strategic Partnership • Broad strategic partnership from data centers to edge devices • Meta deploying Arm-based compute for general purpose and AI-accelerated workloads • Arm and Meta will optimize open-source software for training and inference applications 12

  13. Slide 13: To be replace d

    To be replace d 13

Arm Holdings — Q2 FYE26 Earnings Presentation on 6ix