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Arm Holdings (ARM) investor relations material
Arm Holdings Trading Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Trading Update summary27 Nov, 2025
Trading performance and business activity
FY25 results are expected to be broadly in line with market expectations of £42.6m revenue and £10.0m adjusted EBITDA.
Activity expanded beyond HETV and film, with growth in commercials and event support.
All business units contributed to major productions for Netflix, Disney, and Apple.
Financial position and cost management
Revenue and gross margin increased in the second half due to higher activity levels.
Exceptional and one-off costs of about £1.7m are expected, mainly from management changes and equipment disposals.
Net debt stood at £13.8m as of 31 October 2025, with all debt covenant free.
Operational updates and outlook
Recruitment for permanent CEO and CFO is at an advanced stage.
FY26 market activity is anticipated to be similar to FY25, with further cost savings expected from efficiency measures and integration.
FY26 results are expected to be slightly ahead of FY25.
Detail exceptional cost impact on FY26 profit
Strategy to manage rising net debt
Future growth contribution from new segments?
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Next Arm Holdings earnings date
Q3 20264 Feb, 2026
Next Arm Holdings earnings date
Q3 20264 Feb, 2026
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Frequently asked questions
Advanced Risc Machines
Arm Holdings is a British semiconductor and software design company with global operations. The company specializes in the development of ARM (Advanced RISC Machine) processors and related technologies, which are integral to a wide range of electronic devices, from smartphones to supercomputers. Notably, Arm does not manufacture chips but licenses its intellectual property to other companies, who then incorporate Arm's designs into their products. The company is headquartered in Cambridge, England, and its shares are listed on the Nasdaq.
The Designs
Arm Holdings operates primarily as a semiconductor and software design company, specializing in creating architectures and licenses for ARM (Advanced RISC Machine) processors. Unlike other semiconductor companies, Arm does not manufacture its own chips; instead, it develops and licenses its processor designs and related technologies to other firms. These licensees, ranging from mobile device manufacturers to automotive companies, integrate Arm's designs into their products and rely on them for the functionality of the end product. Additionally, the company offers software tools, systems-on-chips (SoCs), and platforms that are instrumental in sectors like Internet of Things, consumer electronics, and cloud computing.
Where the Products are Used
Processors based on Arms designs are used in just about every modern product needing computational power. This means that the company’s designs can be found in everything from cars, smartwatches, smartphones, personal computers, servers, and everything in between. Arm's processors also play a crucial role in infrastructure and networking equipment and are increasingly utilized in cloud computing and data centers.
Arm’s IPO
Arm’s IPO in 2023 was one of the most talked about IPO’s in 2023. The company has been owned by SoftBank since 2016, and in 2020 Nvidia attempted to purchase the company. This was rebutted due to national security concerns from the UK government, as well as several competitional concerns from large American tech companies.
Arm was initially founded with backing from Apple, the company’s first products, the massive challenges faced during the early days, as well as setting the stage for their IPO in 2023.
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