ARMArm Holdings plc

Business Overview Arm Holdings plc designs and licenses processor architectures and CPU/GPU/NPU/interconnect IP (e.g., Armv9, Cortex, Neoverse, Mali, Ethos) and earns revenue primarily through upfront license fees plus per-chip royalties when customers ship Arm-based semiconductors. It also sells Arm Total Access / Arm Flexible Access portfolio licenses and related software/tools, support, training, and design services. Market Position Arm’s IP underpins a large global semiconductor ecosystem and is widely deployed across mobile and embedded compute, with Arm stating its technology is in 350B+ chips shipped to date and used in ~99% of smartphones. Key differentiators include a broad partner ecosystem, a large base of proven IP and software enablement, and a licensing model that scales with customer unit shipments. Key Segments Arm commonly describes revenue as Royalty and License and other (which includes licensing plus tools/services/support), with operational KPIs including Annualized Contract Value (ACV) and the number of extant Arm Total Access / Arm Flexible Access licenses.