ARM
ARM Holdings PLC
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
13F top-10 QoQ
Top fund weight
Largest filed tie
9.00%
of ARM revenue · Qualcomm Inc. and Qualcomm Technologies, Inc. (together "Qualcomm")
ARM has 5 disclosed suppliers and 4 disclosed customers in SEC filings.
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
SentenceWe 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 9% of our total revenue for the fiscal year ended March 31, 2026.
basisARM FY2026 revenue $4.9BQCOM FY2025 revenue $44.3BFY mismatch
SentenceIn 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.
SentenceIn 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.
ARM 20-Faccession 0001973239-26-000097
SentenceMr. 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.
ARM 20-Faccession 0001973239-26-000097
SentenceWe also paid NPM a fee of $1.0 million for services.
ARM 20-Faccession 0001973239-25-000016
SentenceIn connection with the IPO, Raine Securities LLC, a subsidiary of The Raine Group LLC, performed certain initial public offering advisory services on our behalf.
ARM 20-Faccession 0001973239-25-000016
SentenceIn 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.
SentenceOn 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.
ARM 20-Faccession 0001973239-26-000097
SentenceWe 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.
ARM 20-Faccession 0001973239-25-000016
ARM Holdings PLC
204.97
−23.80 · −10.40%
post 206.51 +0.75%
Expected move
Inputsstraddle ±10.4%
spot 205.97exp Nov 6ATM strike 205ATM straddle 25.25IV 111%