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Raw inputs
Equipment
Foundry
Chip design
Software
AI demand
—
Company details
Market cap
~$140B
P/E ratio
~80×
Revenue (FY26)
$4.92B
Rev. growth
+24%
Royalty rev.
$2.61B
License rev.
$2.31B
Non-GAAP EPS
$1.77
SoftBank stake
~89%
In plain English
Arm doesn't make a single chip — it designs the CPU blueprints (the Armv9 architecture, Cortex cores, Neoverse for data centers, Mali GPUs and ready-made Compute Subsystems) that almost every phone and a fast-growing share of cloud and AI silicon are built on. It earns money two ways: upfront license fees when a company takes its IP, then a per-chip royalty every time a licensee ships silicon. It owns no fabs and sells no chips; ~99% of the world's smartphones run on Arm. SoftBank owns the overwhelming majority of the company after Arm re-listed on Nasdaq in 2023.
In simple terms
What Arm Holdings really sells
Arm doesn't make a single chip — it designs the CPU blueprints (the Armv9 architecture, Cortex cores, Neoverse for data centers, Mali GPUs and ready-made Compute Subsystems) that almost every phone and a fast-growing share of cloud and AI silicon are built on. It earns money two ways: upfront license fees when a company takes its IP, then a per-chip royalty every time a licensee ships silicon. It owns no fabs and sells no chips; ~99% of the world's smartphones run on Arm. SoftBank owns the overwhelming majority of the company after Arm re-listed on Nasdaq in 2023.
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