Financial Highlights - Total revenue reached $1135 million, a 34% year-over-year increase[11, 24] - Royalty revenue grew to $620 million, up 21% year-over-year, driven by Arm technology adoption and increased usage in data centers[24] - License and other revenue increased significantly to $515 million, a 56% year-over-year increase, due to the timing of high-value license agreements[24] - Non-GAAP operating income was $467 million, resulting in a non-GAAP operating margin of 41%[44] - Trailing twelve months Non-GAAP free cash flow was $1073 million[11] Market and Technology Trends - Arm forecasts its market share with top hyperscalers will approach 50% in 2025[13] - The cumulative number of Arm-based chips shipped since 1990 exceeds 325 billion[12] - Armv9 architecture adoption is driving royalty growth, commanding higher royalties per chip compared to previous architectures[25, 28] - Semiconductor industry revenue is forecasted to grow at a CAGR of 8%[17] Compute Subsystems (CSS) - Arm signed another three CSS licenses in the quarter, for chips used in smartphones, PCs, and AI data centers[14] - CSS substantially increases Arm's royalty revenue per chip[41]

investor.relations@arm.com https://investors.arm.com May 7, 2025 © 2025 Arm 1 Arm Holdings plc Q4 FYE25 Investor Presentation In addition to disclosing results determined in accordance with generally accepted accounting principles, or GAAP, Arm utilizes, and this presentation includes, certain non-GAAP financial measures that differ from measures calculated in accordance with GAAP. Arm's non-GAAP financial measures include non-GAAP cost of sales, non-GAAP gross profit (loss), non-GAAP gross margin, non-GAAP ...