1 supplier
ARM
52 customers
Export controls
No export-control designations were found.
Licensed data lists a customer that matches the Entity List, without a date.
Suppliers and customers
Other includes 1 company in 1 country.
All 1 supplierOther includes France 2, South Korea 2, United Kingdom 2 and 1 more.
Alphabet buys Arm Neoverse V2 (Axion), Amazon.com Arm CPU architecture (Graviton), Arm Technology (China) Co. SEC >10% customer disclosure, Microsoft Arm Neoverse CSS V3 (Cobalt 200), NVIDIA Arm CPU architecture (Grace and Vera CPUs), and Qualcomm is also named as a customer.
All 52 customersLicensed data records 20 partners. Neither company in a partnership is listed as the other’s supplier. All 20 partners
Financial profile
Revenue by segment, fiscal 2025
Revenue by country, 8 of 109
Revenue grew in three of the five years to March 2026, and R&D rose from 25–50% of revenue to 50% or more.
Annual figures, 2021 to 2026
| Year | Revenue growth | Capex growth | Capex / revenue | R&D / revenue | Operating cash flow | Free cash flow | Capex, licensed |
|---|---|---|---|---|---|---|---|
| Mar 2026 | +10 to +25% | +100% or more | 10–20% | 50% or more | |||
| Mar 2025 | +10 to +25% | +100% or more | 5–10% | 50% or more | $200–500M | $100–200M | −$200–500M |
| Mar 2024 | +10 to +25% | +25 to +50% | 2–5% | 50% or more | $1–2B | $0.5–1B | −$50–100M |
| Mar 2023 | −10 to 0% | +50 to +100% | 2–5% | 25–50% | $0.5–1B | $0.5–1B | −$50–100M |
| Mar 2022 | not reported | not reported | under 2% | 25–50% | $200–500M | $200–500M | −$20–50M |
| 2021 | $1–2B | $1–2B | −$100–200M |
| Year | Revenue growth | Capex growth |
|---|---|---|
| Mar 2026 | +10 to +25% | +100% or more |
| Mar 2025 | +10 to +25% | +100% or more |
| Mar 2024 | +10 to +25% | +25 to +50% |
| Mar 2023 | −10 to 0% | +50 to +100% |
| Mar 2022 | not reported | not reported |
| 2021 |
| Year | Capex / revenue | R&D / revenue |
|---|---|---|
| Mar 2026 | 10–20% | 50% or more |
| Mar 2025 | 5–10% | 50% or more |
| Mar 2024 | 2–5% | 50% or more |
| Mar 2023 | 2–5% | 25–50% |
| Mar 2022 | under 2% | 25–50% |
| 2021 |
| Year | Operating cash flow | Free cash flow |
|---|---|---|
| Mar 2026 | ||
| Mar 2025 | $200–500M | $100–200M |
| Mar 2024 | $1–2B | $0.5–1B |
| Mar 2023 | $0.5–1B | $0.5–1B |
| Mar 2022 | $200–500M | $200–500M |
| 2021 | $1–2B | $1–2B |
| Year | Capex, licensed |
|---|---|
| Mar 2026 | |
| Mar 2025 | −$200–500M |
| Mar 2024 | −$50–100M |
| Mar 2023 | −$50–100M |
| Mar 2022 | −$20–50M |
| 2021 | −$100–200M |
Licensed financial-statements database, consolidated annual statements, in US dollars. Growth compares each fiscal year with the one before. Pulled 6 Sep 2026. Bands only; exact figures held under licence.
Ownership
SoftBank Group Corp. is the documented parent. SEC EDGAR.
The drawn ownership chain ends at SoftBank Group Corp.
| Year | Change | Parties | Value |
|---|---|---|---|
| 2025 | Corporate divestiture, completedQualcomm Inc, participant; Renesas, seller; ARM, seller and 4 parties withheld under licence | Qualcomm Inc, participant; Renesas, seller; ARM, seller and 4 parties withheld under licence | |
| 2016 | Public to private, completedVLSI TECHNOLOGY INC, seller; Apple, seller and 1 party withheld under licence | VLSI TECHNOLOGY INC, seller; Apple, seller and 1 party withheld under licence | $10B or more |
| 2008 | Corporate divestiture, completedARM, acquirer and 1 party withheld under licence | ARM, acquirer and 1 party withheld under licence |
“Participant” means the source gives no buyer or seller role, and the acquired company is not separately identified. “Public to private” is the source’s classification, and the post-deal state is unverified.
Related pages
Sources
11 sources
| Source | Supplies here | Records | Date | Terms |
|---|---|---|---|---|
| Licensed market-data snapshot | Market value | 1 Apr 2026 | Exact figure held under licence | |
| Corporate ownership relationships | Parents and holdings | |||
| Export-control designations | Federal Register-anchored designations | 0 records | 3 Nov 2026 | |
| Supply-chain relationships | SEC disclosures, re-derived company disclosures, licensed supply-chain database | |||
| Licensed supply-chain database | Relationships: 1 supplier, 46 customers and 20 partners | Names and listing months; exact figures withheld | ||
| BIS Entity List cross-reference | Counterparties matched directly to the Entity List, confidence 0.9 or above | |||
| Geographic Revenue Exposure | Revenue by country | As of Mar '25 | Exact figures held under licence. Tildes mark estimates. | |
| Business Segments | Revenue by segment, fiscal 2025, USD | Exact figures held under licence. | ||
| Capital Allocation (Use of Cash) | Cash flow | Exact figures held under licence. | ||
| Licensed financial-statements database | Annual trajectory, 5 years | 6 Sep 2026 | Bands only | |
| SEC EDGAR filings |
- Licensed market-data snapshot: https://scrutica.com/methodology#licensed-substrate
- Corporate ownership relationships: https://scrutica.com/methodology#ownership
- Export-control designations: https://scrutica.com/methodology#export-controls
- Supply-chain relationships: https://scrutica.com/methodology#licensed-substrate
- Licensed supply-chain database: https://scrutica.com/methodology#licensed-supply-relationships
- BIS Entity List cross-reference: https://scrutica.com/export-controls
- Geographic Revenue Exposure: https://scrutica.com/methodology#licensed-substrate
- Business Segments: https://scrutica.com/methodology#licensed-substrate
- Capital Allocation (Use of Cash): https://scrutica.com/methodology#licensed-substrate
- Licensed financial-statements database: https://scrutica.com/methodology#licensed-substrate
- SEC EDGAR filings: https://www.sec.gov/cgi-bin/browse-edgar
How the figures were made
Ownership. Parent relationships and recorded holdings retain their sources, dates and confidence levels; conflicting accounts appear alongside them, and a holding is shown as a parent only where a source establishes control.
Financial profile. The breakdowns combine SEC filings with company-level aggregates from a licensed corporate database. Licensed shares and amounts print as bands, and a bar is drawn from the band’s edges.
Suppliers and customers. Records are grouped by counterparty, and counterparties with more current records come first; disclosures that name no counterparty share one entry. A disclosure more than 5 years old is kept as a record of the past, not evidence of a current relationship, and follows the current records with its fiscal year; a relationship whose recorded end date has passed is marked ended with that date and what it rests on, and follows them too. A product or service, a percentage (the supplier’s share of one product line in the customer’s inputs) and a sole-source mark appear only where the record’s cited source states them for the pair: where a record names no product, its source states none or the description on file has not been tied to the cited source, and records that would read the same are printed once with their count. Where one source’s records about a counterparty cite different documents, each names the site it cites. Alternative suppliers may exist outside this corpus.
Licensed supply-chain database. A licensed supply-chain database records 1 supplier, 46 customers and 20 partners of ARM beyond the public records, where its match to a Scrutica record rests on more than a name. The fan and country totals count them; the relationship lists give their names and observed listing months alone. Public relationships keep their own names and citations. Licensed sales years and amounts are not attached to them. The database lists 46 as of October 2026. Its latest lists no longer include 21 last listed in March 2026. A removed listing does not establish that the relationship ended. A further 1 customer was matched by name alone and is not named until the match is confirmed. It also records 1 of the public relationships. The database’s exact figures are withheld. Stock-price correlations appear only in fixed half-unit bands.
Names and pale marks. The companies named at the foot of each side lead the live record’s ledger: most current records first, ties in the ledger’s own order. What each supplies or buys is read from its latest dated record. A public counterparty is drawn pale when every record it has is a disclosure more than 5 years old or has ended.
Identity. Variant identifiers are resolved to one organisation before its data is combined.
| Quantity | Value | Definition |
|---|---|---|
| Suppliers drawn | 1 | 0 in public sources and 1 in licensed data. |
| Customers drawn | 52 | 6 in public sources and 46 in licensed data. |
| Partners recorded | 20 | 0 in public sources and 20 in licensed data. |
| Supply records in public sources | 6 | 0 with suppliers and 6 with customers. One counterparty can hold several records. |
| Licensed matches by name alone | 0, 1, 0 | Suppliers, customers and partners, neither drawn nor counted above until the match is confirmed. |
Identifiers
- SEC CIK
- 1973239
- LEI
- 213800N7TCCA6F7ZTX84
- Listed
- ARM · Nasdaq (ADS)
- Scrutica ID
- org-arm
Name forms resolved to this record: ARM HOLDINGS PLC.