Arm Holdings plc
Arm Holdings plc designs and licenses processor architectures, CPU cores, and related intellectual property used in semiconductors and computing devices. Its technology is embedded across mobile, cloud, automotive, industrial, and edge applications through a broad network of chipmakers and ecosystem partners.
Tilikausi 2026 · muutos edellisvuodesta
Kehitys 2022–2026
Liiketoiminta
Osuus liikevaihdostaRights to use Arm instruction sets and CPU architectures in chip designs.
Standardized CPU cores and related IP blocks used in semiconductor designs.
Ongoing fees tied to customer shipments of chips incorporating Arm IP.
Engineering support, enablement, and ecosystem collaboration for licensees.
Tuotteet
Raportoitu · osuus liikevaihdosta- Royalty53,1 %
- License and Other Revenue46,9 %
Lähde: 20-F FY2026, yhtiön tuotelinjoittain raportoima liikevaihto (SEC XBRL). Osuudet on laskettu näytetyistä riveistä ja ne summautuvat 100 %:iin.
Asiakkaat
Arm sells to semiconductor companies, device makers, cloud platform participants, and other technology firms that design chips or build products around Arm-based compute. Its model depends on large customers licensing its IP for future chip programs, while downstream royalty revenue is tied to the volume of devices shipped by those customers. The reports also indicate meaningful concentration among top customers, including Arm China and SoftBank Group Corp.
Chip designers and foundries license Arm architecture and core IP for new processors.
Companies shipping Arm-based chips that generate recurring royalty revenue.
Infrastructure companies using Arm compute for power-efficient server and AI workloads.
OEMs and suppliers using Arm IP in embedded and connected systems.
Mobile and connected-device makers that buy Arm-based designs for volume products.
Strategia
Arm focuses on extending its architecture across more compute categories and on preserving its position as a low-power standard in semiconductors. The company emphasizes close alignment with customers and ecosystem partners so that Arm-based designs are adopted early in chip development cycles and continue to earn royalties over time. Its strategy also depends on sustained R&D investment to keep pace with next-generation workloads and emerging market requirements.
More design wins increase long-run royalty-bearing chip volume.
Energy efficiency is a core selling point in customer roadmaps.
Early collaboration improves design adoption and royalty durability.
Competitive relevance depends on new architectures and enhancements.
Maantiede
2026Arm's business is global, with customers and ecosystem partners spread across North America, Europe, and Asia. The company does not manufacture chips itself; instead, its geography reflects where chip designers, device makers, and royalty-generating end markets are located. Its exposure to Asia is especially important because a large share of semiconductor design and manufacturing activity sits there.
Osuus liikevaihdosta, jonka yhtiö raportoi maantieteellisesti.
Riskit
Arm is exposed to customer concentration, architecture competition, and the risk that partners or customers develop alternative compute platforms. Because its revenue depends on design wins and downstream chip shipments, any slowdown in customer adoption or loss of major accounts can affect future royalty streams. The business also faces standard semiconductor risks such as rapid technology change, regulatory scrutiny, and the need for sustained R&D spending.
- Customer concentrationVaikutus: KorkeaTodennäköisyys: Korkea
A small number of customers generate a large share of revenue.
Kohdistuu: Top five customers were about 57% of net revenue
- Competitive displacementVaikutus: KorkeaTodennäköisyys: Kohtalainen
Customers may move to alternative or proprietary architectures.
Kohdistuu: Core CPU IP and compute platform adoption
- R&D execution riskVaikutus: KorkeaTodennäköisyys: Kohtalainen
The business must keep improving architecture to stay relevant.
Kohdistuu: Next-generation products and applications
- End-market demand shiftsVaikutus: KeskitasoTodennäköisyys: Kohtalainen
Royalty revenue depends on the pace of customer chip shipments.
Kohdistuu - Regulatory and partner scrutinyVaikutus: KeskitasoTodennäköisyys: Kohtalainen
Broader product offerings may create conflicts with key partners.
Kohdistuu: Ecosystem relationships and licensing model
Kirjanpito
Harkinnanvaraiset erätArm's mix of license and royalty revenue affects timing and volatility.
Vaikutus: Quarterly revenue and deferred revenue balances
Equity investments measured at fair value can create gains or losses.
Vaikutus: Other income and asset values
Employee awards are a meaningful non-cash operating expense.
Vaikutus: Operating margin and diluted EPS
Acquired intangibles depend on future performance assumptions.
Vaikutus: Potential non-cash impairment charges
Global operating structure requires judgment on tax positions and rates.
Vaikutus: Tax expense and effective tax rate
Samankaltaisia listattuja yhtiöitä
Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.
Rambus, Inc
RMBS · Semiconductors & Related Devices
Rambus is a U.S.-based semiconductor company that designs memory interface chips, security silicon IP, and patent licenses for data-intensive computing systems.
Arteris, Inc.
AIP · Semiconductors & Related Devices
CEVA, Inc
CEVA · Services-Computer Programming, Data Processing, Etc.
GCT Semiconductor Holding, Inc.
GCTS-WT · Semiconductors & Related Devices
QUALCOMM Incorporated
QCOM · Radio & Tv Broadcasting & Communications Equipment
QUALCOMM Inc.
Intel Corporation
INTC · Semiconductors & Related Devices
Intel Corp designs, manufactures, markets, and services semiconductor products used in personal computers, data centers, and edge devices.
Päivitetty: 28.9.2026