Softbank Group Corp. · TSE:9984
Softbank — Arm Holdings — Q4 FYE25 Earnings Presentation
10 slides from Softbank's earnings presentation, May 2025
Slide 1: Arm Holdings plc SoftBank Investor Briefing
Arm Holdings plc SoftBank Investor Briefing Jason Child Executive Vice President and Chief Finance Officer May 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 © 2025 Arm 2
Slide 3: Q4 FYE25: From Revenues to Profits
Q4 FYE25: From Revenues to Profits 98% 53% Non-GAAP Non-GAAP Gross Margin Operating $20m $566m Margin License Revenue $634m Royalty Revenue $607m Notes: 1. Depreciation and amortization for Q4 FYE25 was $49m 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: Armv9 adoption driving royalty growth
Armv9 adoption driving royalty growth • Armv9 commands a higher royalty per chip than prior architectures • Armv9 adoption has started in smartphones and cloud compute * Royalty mix by architecture such as Armv9 is estimated at the system-on-a-chip ("SoC") level based on the architecture of the prim
Slide 6: Arm is now the first choice for top cloud service providers
Arm is now the first choice for top cloud service providers Graviton 4 Axion Cobalt 100 AmpereOne CSP software running on Arm 1000’s of companies now running on Arm in the cloud © 2025 Arm 6
Slide 7: Arm is continuing to gain share in the data center
Arm is continuing to gain share in the data center 1B+ Neoverse Cores Shipped ARM CORES SHIPP ED toINTO Data Centers DATACENTER S © 2025 Arm 7
Slide 8: Arm is gaining share in the data center
Arm is gaining share in the data center ~50% Neoverse Cores Shipped NEOVERSE CORES SHIPP ED toINTO Data Centers DATACENTERS ( ARM FORECAST FOR 2 0 2 5) For details, see press release on Arm’s website dated April 01, 2025, © 2025 Arm 8
Slide 9: Guidance
Guidance Q1 FYE26 Revenue ($m) $1,000m - $1,100m Non-GAAP Operating Expense ($m)1 ~$625m Non-GAAP fully diluted earnings per share ($)1 $0.30 - $0.38 (1) For more information and definitions of the non-GAAP measures see the “Key Financial and Operating Metrics” section of our most recent Shareholde
Slide 10: To be replace d
To be replace d 10