Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
ARM Holdings PLC
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Semiconductors & Related Devices
Prev close 241.61 · gapped below the open, then crossed back over prior close. High/low 252.03 at 9:45 am ET, 238.30 at 5:00 am ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of ARM revenue | Skew |
|---|---|---|---|
| QCOMQualcomm Inc. and Qualcomm Technologies, Inc. (together "Qualcomm") | 1.00% | 9.00% | 9.0× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“We can provide no assurances regarding the outcome of either litigation or how the litigation will affect our relationship with or revenue from Qualcomm, which is currently a major customer of ours and accounted for 10% of our total revenue for the fiscal year ended March 31, 2025.”
$492M relationship9.0× more of ARM’s book than QCOM’s
basisARM fy2026 · closed 2026-03 $4.9BQCOM fy2025 · closed 2025-09 $44.3B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING20-F0001973239-25-000016cik 0001973239
“In April 2025, we entered into a definitive agreement with Cadence to sell our Artisan foundation IP business, consisting of standard cell libraries, memory compilers, and general-purpose I/Os for total gross consideration of approximately $150.0 million, subject to purchase price adjustments.”
FILING20-F0001973239-25-000016cik 0001973239
“In March 2026, the Company entered into a development agreement with Ampere (the "Ampere Development Agreement"), enabling Ampere to provide consulting services to the Company under one or more statements of work.”
FILING20-F0001973239-26-000097cik 0001973239
“On August 31, 2022, we sued Qualcomm and Nuvia, in the U.S. District Court for the District of Delaware alleging that, inter alia, Qualcomm and Nuvia breached the termination provisions of Nuvia's Architecture License Agreement (the "Nuvia ALA") with us by failing to destroy technology Nuvia developed under the Nuvia ALA, which we terminated in March 2022 based on Nuvia's failure to obtain our consent to the assignment of the Nuvia ALA to Qualcomm.”
FILING20-F0001973239-26-000097cik 0001973239
“We are party to a consulting agreement with SoftBank Group pursuant to which we provide to SoftBank Group and its affiliates certain technical consultancy and advisory services relating to potential transactions, strategic partnerships, licensing agreements, commercial arrangements or other arrangements involving SoftBank Group or its affiliates.”
FILING20-F0001973239-25-000016cik 0001973239
“In connection with the sale, the Company entered into a transition services agreement pursuant to which the Company and Cadence are providing certain transition support services to each other for a period of up to 18 months following completion of the sale.”
FILING20-F0001973239-26-000097cik 0001973239
“Mr. Fadell served as a member of our Board of Directors until September 2024, after which we entered into an advisory services agreement with Mr. Fadell, pursuant to which Mr. Fadell will provide us with advisory and consulting services, as reasonably requested by us.”
FILING20-F0001973239-26-000097cik 0001973239
“We also paid NPM a fee of $1.0 million for services.”
FILING20-F0001973239-25-000016cik 0001973239
“In connection with the IPO, Raine Securities LLC, a subsidiary of The Raine Group LLC, performed certain initial public offering advisory services on our behalf.”
FILING20-F0001973239-25-000016cik 0001973239
Watchlist prices, news filtered to it, and its next report on your desk.
ARM Holdings PLC has 5 disclosed suppliers and 4 disclosed customers. Each one is named in an SEC filing, either ARM Holdings PLC’s own annual report or the counterparty’s, and carries the sentence that discloses it.
ARM (ARM Holdings PLC) has 5 disclosed suppliers and 4 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: QCOM +4.35%, in semiconductor.