Softbank Group Corp. · TSE:9984
Softbank — Arm Holdings — Q3 FYE26 Earnings Presentation
10 slides from Softbank's earnings presentation, February 2026
Slide 1: Arm Holdings plc SoftBank Investor Briefing
Arm Holdings plc SoftBank Investor Briefing Jason Child Chief Financial Officer February 2026 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: Q3 FYE26: From Revenues to Profits
Q3 FYE26: From Revenues to Profits 98% 41% Non-GAAP Non-GAAP Gross Margin Operating Margin $21m $716m License Revenue $505m Royalty Revenue $737m Notes: 1. Depreciation and amortization for Q3 FYE26 was $63m 2. See Arm’s website for reconciliation of Non-GAAP metrics to the most directly comparable
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 • Current industry demand driven by AI, data center, networking, and consumer electronic markets. Arm Addressable Semiconductor Market $ (Bs
Slide 5: Near-Term Guidance
Near-Term Guidance Q4 FYE26 Revenue ($m) $1.470bn ± $50m Non-GAAP Operating Expense ($m)1 ~$745m Non-GAAP fully diluted earnings per share ($)1 $0.58 ± $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
Slide 6: Cloud AI – Arm servers continue to gain share in data centers
Cloud AI – Arm servers continue to gain share in data centers Graviton5 Google Axion N4A Microsoft Cobalt 200 Amazon announced Graviton5 Google announced 2nd generation Microsoft announced Cobalt 200 Based on Arm Neoverse-V3 cores of their Axion chip for Azure. 98% of AWS’ top 1,000 customers Based
Slide 7: Arm-based chips continue to outperform x86
Arm-based chips continue to outperform x86 7
Slide 8: Edge AI – Armv9 and CSS powering into new devices
Edge AI – Armv9 and CSS powering into new devices Samsung deploying Armv9 & CSS MediaTek expanding their Arm-based to accelerate AI in smartphones technology across more products 8
Slide 9: Physical AI – Driving autonomous vehicles
Physical AI – Driving autonomous vehicles Rivian’s autonomous driving Tesla’s Arm-based AI5 chip will power platform built on Arm technology next generation technology 9
Slide 10: To be replace d
To be replace d 10