ARM
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Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
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Arm Holdings
Customers
Competitors
Notes
Arm's IP underpins ~99% of smartphone application processors and is gaining share in data center (AWS Graviton, NVIDIA Grace) and automotive. Key risks include the open-source RISC-V architecture eroding licensing economics over time, and customer concentration with hyperscalers and smartphone OEMs. Majority-owned by SoftBank following its 2023 IPO.
Arm Holdings filed a 6-K interim report with the SEC on 2026-09-18, likely containing quarterly financial results or an operational update consistent with its fiscal calendar as a foreign private issuer. Full filing body not analyzed; description inferred from form + item codes. PMs should review for royalty revenue trends, licensing deal flow, and any updated AI/data-center chip IP guidance that could signal demand shifts across ARM-dependent semiconductor supply chains.
Arm Holdings submitted a 6-K interim report to the SEC on 2026-09-10, likely containing a press release, financial update, or material disclosure required for foreign private issuers. Full filing body not analyzed; description inferred from form + item codes. PMs should review for any guidance updates, licensing/royalty trends, or commentary on AI chip demand that could affect near-term earnings expectations.
Arm Holdings filed a 6-K interim report with the SEC on 2026-08-10, likely containing quarterly financial results or a trading update for its fiscal quarter ending around June 2026 (FY2027 Q1). As a foreign private issuer listed on Nasdaq, Arm uses 6-K to furnish material periodic disclosures; this filing is relevant to PMs tracking AI/edge compute royalty growth, licensing revenue mix, and Armv9 adoption momentum. Full filing body not analyzed; description inferred from form type and filing date.
Arm Holdings filed a 6-K interim report covering the period ended June 30, 2026, likely containing fiscal Q1 FY2027 financial results and management commentary. As the dominant semiconductor IP licensor underpinning mobile, AI edge, and data-center SoCs, Arm's royalty trends and licensing backlog are direct read-throughs for TSMC, Samsung LSI, Qualcomm, and NVIDIA. Full filing body not analyzed; description inferred from form + item codes.
Arm filed a 6-K on 2026-07-29, consistent with its Q1 FY2027 interim financial report (fiscal year ends March 31, making April–June 2026 Q1). Full filing body not analyzed; description inferred from form + item codes. PMs should watch royalty revenue trends and AI/data-center licensing mix, as ARM's top-line sensitivity to Armv9 adoption and CSP compute build-outs makes each quarterly print a read-through for semiconductor IP demand.
Arm filed its annual 20-F covering the fiscal year ended 2026-03-31, the key disclosure for full-year revenue mix (royalties vs. licensing), AI/datacenter traction, customer concentration, and forward risk factors. PMs should mine it for v9/CSS adoption metrics, Arm China commentary, and any litigation/Qualcomm update. Full filing body not analyzed; description inferred from form + item codes.
Full filing body not analyzed; description inferred from form + item codes. Arm filed a 6-K interim report with the SEC, which foreign private issuers use to furnish material information disclosed abroad (e.g., earnings, guidance, board actions, or material agreements). PMs should pull the exhibit to determine whether it carries quarterly results or routine corporate housekeeping before sizing any position impact.
Arm filed a 6-K interim report with no item codes specified, which typically conveys material information furnished outside the regular 10-Q/10-K cycle (e.g., earnings, guidance updates, or regulatory disclosures from its UK domicile). PMs should review for any revised royalty/licensing trends, AI-related design wins, or capital actions that could reset semiconductor IP sentiment. Full filing body not analyzed; description inferred from form + item codes.
Arm Holdings filed a 6-K interim report with the SEC. Full filing body not analyzed; description inferred from form + item codes. 6-K filings by foreign private issuers typically furnish material information already disclosed in the home market (UK) — could range from routine governance updates to material business developments, so PMs should check the exhibit for substance before reacting.
Arm filed a 6-K interim report, the standard vehicle for foreign private issuers to disclose material updates between annual filings — possible contents include trading updates, governance changes, material agreements, or capital actions relevant to AI/datacenter and edge licensing momentum. PMs should check for updated royalty/licensing commentary, customer concentration disclosures, or guidance signals that could move semis sentiment in Korea/Taiwan supply-chain names. Full filing body not analyzed; description inferred from form + item codes.
Arm filed a 6-K interim report with the SEC; foreign private issuers use this form to disclose material updates such as earnings, guidance, governance changes, or M&A activity. Full filing body not analyzed; description inferred from form + item codes. PMs should pull the exhibit to confirm whether this carries quarterly results or other price-sensitive disclosures.
Arm filed a 6-K interim report covering the period ending 2025-12-31, likely furnishing quarterly results, royalty/licensing trends, or material updates relevant to its AI and smartphone IP franchise. PMs should watch for royalty rate trajectory, v9/CSS adoption commentary, and any AI compute design-win disclosures that read across to Samsung, MediaTek, and TSMC. Full filing body not analyzed; description inferred from form + item codes.