Headquartered in 110 Fulbourn Road, Cambridge Fiscal year ends March NASDAQ: ARM arm.com
Arm Holdings plc architects, develops and licenses high-performance, energy-efficient compute platforms for the semiconductor industry. Its offerings include:
- CPU intellectual property
- GPU and NPU accelerators
- System IP such as interconnects
- Compute subsystems (CSS)
- Associated software, tools and services
The company says the Arm architecture runs the vast majority of the world's software and supports more than 30 million developers. It spans smartphones, tablets, PCs, data centers, networking equipment, vehicles and embedded IoT devices, and is increasingly positioned around AI and agentic AI workloads from edge to cloud.
**Revenue streams**
- **License and Other Revenue:** fees from several license structures:
- Arm Total Access and Arm Flexible Access portfolio agreements
- Technology License Agreements
- Architecture License Agreements
- Software development tools, design services, training, and support and maintenance
- **Royalty Revenue:** per-chip royalties based on a percentage of a chip's average selling price or a fixed fee per unit. Royalties are recognized when customers ship Arm-based chips. Higher-value products such as Armv9 and Arm CSS carry higher royalty rates.
- **Consulting fees** from SoftBank Group affiliates.
**Product expansion**
- In March 2026 Arm extended into Arm-designed production silicon with the Arm AGI CPU, with production expected by the end of calendar 2026.
- The company is entering supply and capacity agreements with semiconductor suppliers to support this move.
- The July 2026 acquisition of DreamBig Semiconductor added advanced networking technology.
- Arm sold its Artisan foundation IP business to Cadence in 2025.
**Customers and ownership**
- Customers include semiconductor companies, OEMs and cloud service providers.
- Customers are concentrated in the United States, the PRC, Japan, Taiwan and South Korea.
- Substantially all PRC revenue flows through a license agreement with Arm China, a related party.
- SoftBank Group Corp. is the controlling shareholder. Updated
License and other revenue jumped 50% to $773 million, yet earnings came in far below expectations after equity investment losses and Arm China credit charges. Management flagged that the AGI CPU push into production silicon carries materially different margins than IP licensing, with capacity reservation payments due in the first half of 2027.
Optical and chip names owned the close, with Lumentum up 8.21% to $818.26 and Coherent, Applied Optoelectronics and Arm all gaining more than 5%. Both Petrobras lines sat at the bottom, the preferred shares down 15.6%.
argenx is down 10.91% at the open, more than double any other decliner in a 382-stock universe. Palantir leads the gainers at 4.17%, with Big Oil names filling out the rest.
With breadth the narrowest since the dot-com unwind, Cramer's answer is to concentrate: energy for pricing power, CPU names for a product cycle that higher rates cannot dent. Owners of Intel get told the 7-point drop is an invitation, and Nvidia holders get the biggest buyback ever as the floor under the stock.
AMC Entertainment's 10.88% jump to $3.26 was the only double-digit move of the session, and the downside was where the size was: five names finished off more than 6%, led by Arm at -8.48%. Chip and consumer-tech leaders took the brunt of it.
Arm's 8.5% slide was the deepest move in a 111-stock priority list at Wednesday's close, with Bruker leading the upside at 7.5%.
Arm closed up 17.19% at $323, topping a session where four other priority names each added more than 12%. Declines stayed shallow: Novo Nordisk's 7.94% drop was the only one past 4%, with Exxon Mobil and Chevron down under 3%.
Same $10,000 three years ago: $37,586 in Arm versus $16,682 in Qualcomm. That $20,904 gap is what backing the licensor over the licensee bought you since Arm's 2023 debut.
Zscaler finished Monday up 16.8% at $192.17 while Coherent shed 12.5%. Four of the top five gainers are cybersecurity names, and four of the five losers are chip and infrastructure plays.
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Arm Holdings plc architects, develops and licenses high-performance, energy-efficient compute platforms for the semiconductor industry.
24/7 Wall St.'s 12-month price target for ARM is $188.64, rated Buy. The Wall Street consensus target is $290.70. ARM price prediction →
