Arm Holdings(ARM)

Leader#5 in Semiconductors

Arm Holdings (ARM) reported $3.23B revenue in FY2025 (ended Mar), up 23% YoY. Royalty revenue +17%. Market cap ~$160B. 7,500+ employees. Cambridge, UK. CPU architecture in 99% of smartphones, expanding into AI/datacenter.

AI Inference Chips
ARM
Visit Website
Updated March 2026
AI Supply Chain
earlysig.com/universe
Ticker
ARM
Market Cap
$140B
AI Revenue
30%
Supply Layer
L2: Chips & Accelerators
View AI Universe →

Company Overview

About Arm Holdings

Arm Holdings designs the CPU architecture used in virtually every smartphone on Earth — over 280 billion Arm-based chips have shipped since 1990. Unlike Intel or AMD, Arm does not manufacture chips; instead, it licenses its instruction set architecture (ISA) and processor designs to companies like Apple, Qualcomm, Samsung, and MediaTek.

Business Model & Competitive Advantage

Arm's business model generates revenue through upfront licensing fees and per-chip royalties. The company is expanding beyond mobile into servers (AWS Graviton, Ampere), automotive, and IoT. Arm's v9 architecture adds AI and security capabilities.

Competitive Landscape 2025–2026

SoftBank acquired Arm for $32B in 2016 and took the company public again in September 2023 at a $54B valuation. The stock has surged on AI demand, with Arm's Neoverse server cores gaining share in cloud data centers.

Revenue
$3230M
Curated content • Fact-checked and verified
Loading News...
Loading Culture...

Open Positions

Reddit Discussions

Loading Competitive Intelligence...

Key Differentiators

Market Leader

Arm Holdings is recognized as a market leader in the Semiconductors sector, demonstrating strong industry presence and customer trust.

Enterprise Scale

With $3230M in revenue, Arm Holdings operates at enterprise scale with proven market validation.

Top 10 Ranked

Ranked #5 in the Semiconductors category, among the industry's best.

Frequently Asked Questions

Compare Arm Holdings with Competitors

Side-by-side AI visibility scores, platform breakdown, and market position.

Start Comparison →
For Arm Holdings

Claim This Profile

Are you from Arm Holdings? Claim your profile to see full AI mention excerpts, get weekly visibility change alerts, and optimize how AI systems describe your brand.

Claim Arm Holdings Profile →
For competitors & analysts

Track AI Visibility in Real Time

Monitor how ChatGPT, Gemini, Perplexity, and Claude mention Arm Holdings vs competitors. Get alerts when AI recommendations shift.

Start Free Tracking →