Softbank Group Corp. · TSE:9984
Softbank — Arm Holdings — Q3 FYE25 Earnings Presentation
10 slides from Softbank's earnings presentation, February 2025
Slide 1: Arm Holdings plc SoftBank Investor Briefing
Arm Holdings plc SoftBank Investor Briefing Jason Child Executive Vice President and Chief Finance Officer February 2025 1
Slide 2: Nomenclature difference between Arm and SoftBank Group
Nomenclature difference between Arm and SoftBank Group Fiscal year ending March 31, 2025 Fiscal year ending March 31, 2025 FY2024 FYE25 2
Slide 3: Q3 FYE25: From Revenues to Profits
Q3 FYE25: From Revenues to Profits 98% 45% Non-GAAP Non-GAAP Gross Margin Operating Margin $983m $19m $964m $522m License Revenue $403m $442m $417m Royalty Revenue $580m Revenue Non-GAAP Non-GAAP Non-GAAP Non-GAAP Non-GAAP COS Gross Profit Operating Operating Net Income Expense Income Notes: 1. Depr
Slide 4: Semiconductor industry recovered after inventory correction
Semiconductor industry recovered after inventory correction • After slow start to the year, semiconductor industry has recovered, growing 13% YoY in December • Industry demand driven by AI and consumer. Automotive and industrial electronics are weaker Arm Addressable Semiconductor Market $ (Bs) Reve
Slide 5: Driving revenue today: Share gains in the data center
Driving revenue today: Share gains in the data center Graviton4 Axion Cobalt 100 Powered By Powered By Powered By Arm Neoverse V2 Arm Neoverse V2 Arm Neoverse CSS N2 5
Slide 6: Driving revenue today: Armv9 and CSS in latest smartphones
Driving revenue today: Armv9 and CSS in latest smartphones Oppo Find X8 Vivo Neo 10Pro Vivo X200 Pro 6
Slide 7: Driving revenue next year: NVIDIA DIGITS AI PC
Driving revenue next year: NVIDIA DIGITS AI PC • NVIDIA’s DIGITS AI PC targeting early model development • GB10 superchip combines 20 Armv9 CPU cores with Blackwell GPU • Also helping to develop AI developer ecosystem around Arm technology • AI is developed on Arm first 7
Slide 8: Driving future revenue: Software defined and autonomous vehicles
Driving future revenue: Software defined and autonomous vehicles • Software Defined Vehicles (SDV) need cloud and car parity. Only Arm can provide the same Neoverse technology running in both cloud and vehicles • Autonomous vehicles need high performance driving core count, and the new safety-critic
Slide 9: Near-Term Guidance
Near-Term Guidance Q4 FYE 25 FYE 25 Revenue ($m) $1,175m - $1,275m $3.94b - $4.04b Non-GAAP Operating Expense ($m)1 ~$590m ~$2.07b Non-GAAP fully diluted earnings per share ($)1 $0.48 - $0.56 $1.56 - $1.64 (1) For more information and definitions of the non-GAAP measures see the “Key Financial and
Slide 10: To be replace d
To be replace d 10