ARM Holdings PLC · NASDAQ:ARM
ARM — Q1 FYE27 Earnings Presentation
11 slides from ARM's earnings presentation, August 2026
Slide 1: Arm Holdings plc SoftBank Investor Briefing
Arm Holdings plc SoftBank Investor Briefing Jason Child Chief Financial Officer August 2026 1
Slide 2: Nomenclature difference between Arm and SoftBank Group
Nomenclature difference between Arm and SoftBank Group Fiscal year ending March 31, 2027 Fiscal year ending March 31, 2027 FY2026 FYE27 2
Slide 3: Q1 FYE27: From Revenues to Profits
Q1 FYE27: From Revenues to Profits 98% 41% Non-GAAP Non-GAAP Gross Margin Operating Margin $25m $733m License Revenue $574m Royalty Revenue $715m Notes: 1. Depreciation and amortization for Q1 FYE27 was $75m 2. See Arm’s website for reconciliation of Non-GAAP metrics to the most directly comparable
Slide 4: Near-Term Guidance
Near-Term Guidance Q2 FYE27 Revenue ($m) $1,380m +/- $50m Non-GAAP Operating Expense ($m)1 ~$780m Non-GAAP fully diluted earnings per share ($)1 $0.47 +/- $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
Slide 5: Initial product has been delivered to multiple customers
“Our confidence in achieving upside to our “Initial product has been $1 billion opportunity has increased.” delivered to multiple customers” 5
Slide 6: Arm AGI CPU: Demand for FYE27 & FYE28 is exceeding supply
Arm AGI CPU: Demand for FYE27 & FYE28 is exceeding supply Wafers & many more Manufacturing Substrates $1bn +$2bn Packaging Testing • We have secured supply to support initial revenue forecast of $1bn for FYE27 & FYE28. • We are making progress on expanding capacity, and optimizing customer mix and c
Slide 7: Arm is the CPU of choice for AI in the data center
Arm is the CPU of choice for AI in the data center NVIDIA Vera AWS Graviton5 Azure Cobalt 200 Google Axion C4A NVIDIA Vera in full AWS Graviton5 is being Microsoft Cobalt 200 is Google has created low- production used by Meta, Uber and fully optimized for agentic latency infrastructure for $20bn ord
Slide 8: Arm is the CPU of choice for AI beyond the data center
Arm is the CPU of choice for AI beyond the data center NVIDIA RTX Spark Li Auto Mach M100 Lineshine HPC Arm Neural Dawn Arm-based PC chip for AI- Li Auto developed their Exascale supercomputer Mobile game developed enabled Windows laptops own Mach M100 chip. using 14m Armv9 cores by Arm to demonstra
Slide 9: More than 50% of all CPUs are now Arm-based
More than 50% of all CPUs are now Arm-based Notes: Based on Arm internal estimates. Other includes legacy and niche architectures such as: • Proprietary architectures (68000, 80x51, AVR, Coldfire, PIC, PowerPC, RH850, etc.) • Licensable and open-source architectures (Arc, Andes, Leon, MIPS, OpenPowe
Slide 10: Gaining share in a massive CPU market
Gaining share in a massive CPU market Market share1 Market value1 FYE22 to FYE26 FYE22 FYE26 MOBILE APPLICATIONS >99% >99% $29bn $43bn OTHER MOBILE 70% 70% $18bn $19bn Edge AI CONSUMER ELECTRONICS 30% 36% $72bn $67bn IoT & EMBEDDED 50% 56% $49bn $51bn CLOUD COMPUTE 3 9% 23% $16bn $50bn Cloud AI NETW
Slide 11: To be replace d
To be replace d 11