Disclosed events
DreamBig Semiconductor, Inc. · Capital and financing
Acquisition of DreamBig Semiconductor, Inc. (AI networking / chiplet) · approximately $265.0m in cash · signed October 2025 · closed 1 July 2026 [5]
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Arm
ARM·NASDAQ·USD
226.60+3.25 (+1.46%)
Updated data is available.
Price history2023-09-14 — 2026-10-23Valid trading days: 781 · Through 2026-10-23 · All expected trading dates since listing are present · History update delayed
Operating history2022-03-31 — 2026-03-3110 historical metrics · 5 workpaper periods
Coverage limitations
Daily history updates are delayed. Available history through 2026-10-23 remains visible; a current quote does not establish that daily history has been updated.
Requests to the historical-data source are rate limited, delaying daily-price updates. Existing verified periods are retained; trading days not yet retrieved are not fabricated.
The first price observation reaches the verified listing date. This does not mean that security continuity, every trading day and adjusted prices have all been verified throughout the history.
The first price reaches the verified listing date 2023-09-14. Trading-date coverage and price verification are shown separately below.
Trading dates checked for 2023-09-14 — 2026-10-23: all 781 expected dates are present. Complete dates do not establish independent verification of every price.
Security basis: The current security identity has been checked. Continuity with earlier issuers has not been independently verified; listing-date coverage is shown separately. Historical closes use the provider's split adjustments and exclude dividend distributions. Full-history adjustment factors have not been independently recalculated. Price changes do not represent total returns including dividends.
Original verification records
verified-listing-start-covered
History update reason: source-rate-limited-until 2026-10-28T04:39:08.620Z
Coverage is limited to the Nasdaq-listed ADSs from 2023-09-14. It excludes the previously listed shares from before the 2016 privatization.
Public financial analysis · Annual
Compare growth, earnings, cash flow and capital investment for aligned reporting periods to examine company-wide financial drivers. Calculation inputs and original filings remain available.
Coverage and applicability
2022-03-31 — 2026-03-31 · Valid observations: 47. These observations analyze public financial data; they are not a standalone sector research report, score or price target. Company-wide figures do not replace segment, product or contract disclosures.
- Cash purchases of productive assets / revenue: The selected capital-expenditure measure does not represent the broader concept of productive-asset purchases.
Price and operations
Last value in range
ARM Share priceTrading day
Gross marginAnnual observations
Operating marginAnnual observations
Net marginAnnual observations
(CFO − cash purchases of PP&E) / revenueAnnual observations
Time rangeARM Share price
2022-03-31 — 2026-10-23
Methodology and controls
Each panel has its own value axis; dates and the cursor are synchronized. Operating data appear only on their observed dates; other dates are left blank. US daily prices are checked against the verified 1997–2027 trading calendar. A missing expected trading day breaks the line; weekends and recorded exchange holidays do not. Annual observations retain annual frequency; guidance and scenarios are labeled separately. Operating data are positioned at the actual period end, which is not necessarily the date of public disclosure. Drag within the chart to zoom and move the range window below to pan. Quarterly values are not filled across other trading days.
Underlying data Operating metrics: 4
Observations in this chart, including unverified periods or dates · original values and source versions retained
| Reporting period end | Gross margin% · Calculated from disclosures | Operating margin% · Calculated from disclosures | Net margin% · Calculated from disclosures | (CFO − cash purchases of PP&E) / revenue% · Calculated from disclosures |
|---|---|---|---|---|
| 2026-03-312026-03-31 | 97.54%Basis · Calculated from disclosuresSource version date: 2026-05-26 View calculation inputs · 4 items
| 18.29%Basis · Calculated from disclosuresSource version date: 2026-05-26 View calculation inputs · 4 items
| 18.37%Basis · Calculated from disclosuresSource version date: 2026-05-26 View calculation inputs · 4 items
| 19.90%Basis · Calculated from disclosuresSource version date: 2026-05-26 View calculation inputs · 5 items
|
| 2025-03-312025-03-31 | 96.98%Basis · Calculated from disclosuresSource version date: 2026-05-26 View calculation inputs · 4 items
| 20.74%Basis · Calculated from disclosuresSource version date: 2026-05-26 View calculation inputs · 4 items
| 19.77%Basis · Calculated from disclosuresSource version date: 2026-05-26 View calculation inputs · 4 items
| 4.44%Basis · Calculated from disclosuresSource version date: 2026-05-26 View calculation inputs · 5 items
|
| 2024-03-312024-03-31 | 95.24%Basis · Calculated from disclosuresSource version date: 2026-05-26 View calculation inputs · 4 items
| 3.43%Basis · Calculated from disclosuresSource version date: 2026-05-26 View calculation inputs · 4 items
| 9.46%Basis · Calculated from disclosuresSource version date: 2026-05-26 View calculation inputs · 4 items
| 30.87%Basis · Calculated from disclosuresSource version date: 2026-05-26 View calculation inputs · 5 items
|
| 2023-03-312023-03-31 | 96.04%Basis · Calculated from disclosuresSource version date: 2025-05-28 View calculation inputs · 4 items
| 25.05%Basis · Calculated from disclosuresSource version date: 2025-05-28 View calculation inputs · 4 items
| 19.56%Basis · Calculated from disclosuresSource version date: 2025-05-28 View calculation inputs · 4 items
| 25.20%Basis · Calculated from disclosuresSource version date: 2025-05-28 View calculation inputs · 5 items
|
| 2022-03-312022-03-31 | 95.15%Basis · Calculated from disclosuresSource version date: 2024-05-29 View calculation inputs · 4 items
| 23.42%Basis · Calculated from disclosuresSource version date: 2024-05-29 View calculation inputs · 4 items
| 20.31%Basis · Calculated from disclosuresSource version date: 2024-05-29 View calculation inputs · 4 items
| 15.69%Basis · Calculated from disclosuresSource version date: 2024-05-29 View calculation inputs · 5 items
|
Calculations and sources 4 items
Gross margin% · Calculated from disclosures
Calculation basis
Gross profit / revenue × 100
Reading guide
Company-wide reported gross margin is not the margin of any individual product, segment or order. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Data classification
Calculated from disclosures · %
Operating margin% · Calculated from disclosures
Calculation basis
Operating income / revenue × 100
Reading guide
Uses reported operating income, not adjusted earnings. Differences in expense classification can still limit comparisons across companies. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Data classification
Calculated from disclosures · %
Net margin% · Calculated from disclosures
Calculation basis
Selected net-income concept / revenue × 100
Reading guide
May reflect differences in non-controlling interests, taxes and one-time gains or losses. The specific net-income concept is retained for each observation. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Data classification
Calculated from disclosures · %
(CFO − cash purchases of PP&E) / revenue% · Calculated from disclosures
Calculation basis
(Operating cash flow − cash purchases of PP&E) / revenue × 100
Reading guide
A free-cash-flow proxy deducting only identified PP&E purchases. It does not deduct acquisitions, capital prepayments, intangible assets or lease principal, and does not establish cash distributable to common shareholders. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Data classification
Calculated from disclosures · %
Business and research scope
How the business turns into revenue and cash, and what the available evidence can establish.
ARM HOLDINGS PLC /UK. The quote provider classifies its industry as Semiconductors. Structured segment, customer-mix and contract information is not yet available. Company information and original financial documents are provided below; business revenue is not inferred from supply-chain classification.
Company profile and filings
- Legal name
- ARM HOLDINGS PLC /UK
- Exchange / quote currency
- NASDAQ / USD
- Reporting currency
- USD
- Source industry classification
- Semiconductors
- Financial period end / Source version used
- 2026-03-31 / 2026-05-26
- Value-chain roles (not revenue shares)
- EDA / IP
Related companies in the value chain
Shared value-chain roles do not establish direct peer status or valuation comparability.MARKET DATAQuote details
Candlesticks, volume and cross-company prices
226.60 +1.46%
Quote details
Candlesticks, volume and cross-company prices
2026-07-23 — 2026-10-23Price change over the selected period -25.69%
Daily · Provider split-adjusted prices, excluding dividends · USD · Valid closes: 781 / trading dates: 781Market data source
MARKET & FUNDAMENTALS
Data timestamps Quote and valuation methodology
Trading overview
- Previous close
- 223.35
- Session open
- 223.98
- Session range
- 222.00 – 227.83
- Session volume
- 3.75 M
- 20 Average daily volume
- 4.89 M
- Historical range
- 46.50 – 452.70
Valuation and cash
- Market cap · USD
- 245.76 B
- Price / sales · Annual
- 49.95
- Free cash flow yield
- 0.40%
Financial denominator
- Revenue · Annual
- 4.92 B USD
- Period end
- 2026-03-31
- Source version
- 2026-05-26
Quote 2026-10-27Market cap retrieved 2026-10-28Financial period end 2026-03-31
Research archiveNo standalone articles or full reports for this company have been included yet
Public financial and operating analysis is available. Standalone research has not yet been published; exploreOperating data、Financial comparison and SourceSource document。
Financial comparison
Select two specific periods to compare changes in scale, earnings and cash.
USD · Annual
Current period 2025-04-01 — 2026-03-31Comparison period 2024-04-01 — 2025-03-31
| Line item | Current period | Comparison period | Amount change | Growth |
|---|---|---|---|---|
| RevenueRecognized revenue; growth is calculated only when the comparison-period base is positive | 4.92 B | 4.01 B | +913.00 M | +22.79% |
| Gross profitGross margin 97.54% · Change +0.56 percentage points | 4.80 B | 3.89 B | +913.00 M | +23.49% |
| Operating incomeOperating margin 18.29% · Change -2.45 percentage points | 900.00 M | 831.00 M | +69.00 M | +8.30% |
| Net incomeNet margin 18.37% · Change -1.39 percentage points | 904.00 M | 792.00 M | +112.00 M | +14.14% |
| Operating cash flowOperating cash flow / revenue 30.98% · Change +21.07 percentage points | 1.52 B | 397.00 M | +1.13 B | +283.88% |
| Capital expenditureCapital expenditure / revenue 11.08% · Change +5.61 percentage points | 545.00 M | 219.00 M | +326.00 M | +148.86% |
The change is the current value minus the comparison value; it is not automatically classified as year-over-year or quarter-over-quarter. Select a value to inspect reporting dates, filing versions and reconstruction inputs.
Historical trends and full financials
Comparable-period financial trends
Last value in range
Time rangeRevenue
2022-03-31 — 2026-03-31
Methodology and controls
Series with the same unit and frequency share a value axis. Annual observations retain annual frequency; guidance and scenarios are labeled separately. Each column compares observations with matching period boundaries and units. Records that fail those checks remain blank. Drag within the chart to zoom and move the range window below to pan. Quarterly values are not filled across other trading days.
Scroll to see all periods; select a value to open its source →
| Reporting period end · USD | 2022-03-31 | 2023-03-31 | 2024-03-31 | 2025-03-31 | 2026-03-31 |
|---|---|---|---|---|---|
| Revenue | 2.70 B | 2.68 B | 3.23 B | 4.01 B | 4.92 B |
| Gross profit | 2.57 B | 2.57 B | 3.08 B | 3.89 B | 4.80 B |
| Operating income | 633.00 M | 671.00 M | 111.00 M | 831.00 M | 900.00 M |
| Net income | 549.00 M | 524.00 M | 306.00 M | 792.00 M | 904.00 M |
| Operating cash flow | 458.00 M | 739.00 M | 1.09 B | 397.00 M | 1.52 B |
| Capital expenditure | 34.00 M | 64.00 M | 92.00 M | 219.00 M | 545.00 M |
Comparison rules and gaps
Comparison columns require aligned period boundaries, currency and duration. Blank values are not zero; directly reported quarters and cumulative reconstructions are distinguished. A non-positive comparison base is shown as an amount change without a percentage growth rate.
View filing sourceEvents and disclosure records
Completed events, conditional arrangements and the document versions used are listed separately.
Disclosed events
NVIDIA · Supply
Arm architecture / Neoverse licence · NVIDIA's Vera CPU is built on Arm and has entered full production · up to 50% higher CPU performance and 2x greater energy efficiency than comparable x86 systems · licence value not disclosed [9]
Disclosed events
Amazon · Supply
Arm Neoverse licence · AWS's Arm-based Graviton platform, including Graviton5 · licence value not disclosed [11]
Disclosed events
SoftBank · Capital and financing
Controlling shareholder · the 20-F states SoftBank Group controls the Company · Shareholder Governance Agreement confers rights over Board composition and matters requiring shareholder approval [1]
View remaining recorded events (8)
Disclosed events
SoftBank · Customer
Consulting Agreement · licensing and service arrangements with an affiliate of SoftBank Group · FY26 related-party revenue $704.4m (14% of $4,920m total revenue, second-largest customer) · contract assets $645.8m [2]
Disclosed events
Arm Technology (China) Co., Ltd. (Arm China) · Customer
IPLA (IP licence agreement) · channel to the PRC market · FY26 revenue $790.6m (16% of $4,920m total revenue, largest customer) · net receivable $276.2m [3]
Disclosed events
Anonymous customer · ARM (third-largest customer, 12%) · Customer
Third-largest customer in the 20-F revenue concentration disclosure · 12% of FY26 revenue · not named [4]
Conditional arrangements
Meta · Customer
Lead partner and co-developer of the Arm AGI CPU · multi-generation roadmap · runs alongside Meta's own custom silicon, supporting its family of apps for more than 3 billion users [6]
Disclosed events
Alphabet · Supply
Arm architecture licence · Google's custom Arm-based Axion CPU serves as the host CPU for its latest TPU AI systems (TPU8t / TPU8i), replacing x86 · licence value not disclosed [10]
Conditional arrangements
OpenAI · Customer
Named by Arm among confirmed Arm AGI CPU customers that will deploy the chip · for accelerator management, control-plane processing and cloud/enterprise API and application hosting · no contract value disclosed [7]
Disclosed events
TSMC · Supply
Foundry for the Arm AGI CPU · TSMC manufactures it on its advanced 3nm process technology · no contract value disclosed [8]
Disclosed events
Cadence · Capital and financing
Acquisition of the Artisan foundation IP business from Arm Limited · aggregate purchase consideration of $128.5m · standard cell libraries, memory compilers and general-purpose I/Os optimized for advanced process nodes · acquisition date 26 Aug 2025 · Arm's 20-F recognised a $131.0m pre-tax gain on divestiture, with a transition services agreement of up to 18 months [12]
Included financial source versions
- 20-F Original financial filings ↗
This page cites periods ending through 2026-03-31. The same document includes multiple comparison periods.
- 20-F Original financial filings ↗
This page cites periods ending through 2023-03-31.
- 20-F Original financial filings ↗
This page cites periods ending through 2022-03-31.
Industry relationships and operating mechanisms
Trace supply and demand through contract performance, operating metrics and cash attribution.
Direct relationships: 12 · Excluded by current filters: 0
Upstream supply
1 companies2026-03-241 record
Downstream demand
8 companiesCapital sources
2 companies2026-05-261 record
2025-08-261 record
Capital deployed
1 companies2026-07-291 record
Goods and services are arranged from supplier to customer; capital is shown separately. Select a relationship to inspect its evidence and operating mechanism. Second-degree paths do not establish guarantees or certain revenue.
Relationship records
12 records| Economic direction / relationship type | Status / record date | Recorded amount | Capacity basis | Evidence source |
|---|---|---|---|---|
| Signed / existing2026-07-29 | USD 0.265 billionAcquisition consideration | Not structured | A · Original filingCheck public source ↗ | |
| Signed / existing2026-07-29 | No attributable amount providedAmount classification not yet structured | Not structured | A · Original filingCheck public source ↗ | |
| Signed / existing2026-07-29 | No attributable amount providedAmount classification not yet structured | Not structured | A · Original filingCheck public source ↗ | |
| Signed / existing2026-05-26 | No attributable amount providedAmount classification not yet structured | Not structured | A · Original filingCheck public source ↗ | |
| Signed / existing2026-05-26 | USD 0.704 billionAmount classification not yet structured | Not structured | A · Original filingCheck public source ↗ | |
| Signed / existing2026-05-26 | USD 0.791 billionAmount classification not yet structured | Not structured | A · Original filingCheck public source ↗ | |
| Signed / existing2026-05-26 | No attributable amount providedAmount classification not yet structured | Not structured | A · Original filingCheck public source ↗ | |
| Framework / intent2026-05-06 | No attributable amount providedAmount classification not yet structured | Not structured | A · Original filingCheck public source ↗ | |
| Signed / existing2026-05-06 | No attributable amount providedAmount classification not yet structured | Not structured | A · Original filingCheck public source ↗ | |
| Non-binding plan2026-03-24 | No attributable amount providedAmount classification not yet structured | Not structured | B · Company / mediaCheck public source ↗ | |
| Signed / existing2026-03-24 | No attributable amount providedAmount classification not yet structured | Not structured | B · Company / mediaCheck public source ↗ | |
| Signed / existing2025-08-26 | USD 0.129 billionAcquisition consideration | Not structured | A · Original filingCheck public source ↗ |
1–12 / 12 records
What this relationship establishes
Arm architecture / Neoverse licence
- Relationship type
- Supply
Recorded as signed or existing; performance progress requires separate verification
- Amount basis
- Amount classification not yet structured
No attributable amount is available for this record. This does not mean the amount is zero.
A period-by-period schedule of payments and revenue recognition has not been established. The recorded amount is not converted into current-period revenue, cash paid or stock-price impact.
- Attribution
- Applies to this relationship; the original document determines the specific legal entities and attribution.
- Concentration
- A relationship amount and company denominator with matching periods and definitions are not provided
Relationship counts, capacity and total contract value are not measures of revenue or procurement concentration.
Complete record and source location
Arm architecture / Neoverse licence · NVIDIA's Vera CPU is built on Arm and has entered full production · up to 50% higher CPU performance and 2x greater energy efficiency than comparable x86 systems · licence value not disclosed
A · Original filing
ARM 6-K (2026-07-29)
Customer demand and execution
The excerpts below come from this record. Verify signed status separately from actual completion.
- This record does not specify performance milestones, payment arrangements or termination provisions.
Limitations in the original record
- licence value not disclosed
Inputs still needed to quantify the impact
- The relevant business's revenue or purchase amount and the denominator used
- Order obligations, pricing and cost pass-through provisions
- Execution progress, collection schedule and substitutability
The amount associated with a relationship cannot substitute for the company's revenue, earnings or stock-price impact. Applies to this relationship; the original document determines the specific legal entities and attribution.
How to test the operating mechanism
Analytical framework, not a realized impact
- Supply and demand terms
ARM supplies products or services to NVDA; a customer list is not an irrevocable order.
- Operating process
Verify orders, performance, invoicing and collections; monitor changes in customer demand, product mix and selling prices.
- Financial outcomes
Assess whether incremental revenue, costs and gross profit, accounts receivable and operating cash flows are consistent.
- Testing price implications
First verify the sustainability of earnings and cash flows, then compare valuations; do not infer share-price upside directly from a partnership announcement.
Cross-check relationship events against subsequent disclosures of company revenue, costs, working capital and cash flows; movements in the same direction alone do not establish causation.
Operating data to test the relationship
ARM · Company-specific metric definitions and classificationsMetrics test operating processes; an overall change cannot be attributed to a single relationship. Expand the definitions to check calculation methods and their applicable boundaries.
Profit and costs
Can revenue growth translate into earnings attributable to shareholders?
Preserve the distinctions relating to depreciation, stock-based compensation, adjustments and segments. The company's margin cannot be applied as this contract's margin.| Operating metric | Latest value | Definition and boundaries |
|---|---|---|
| Gross margin ↗2026-03-31 · Research calculation | 97.54% | Definition and boundariesGross profit / revenue × 100 Company-wide reported gross margin is not the margin of any individual product, segment or order. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Operating margin ↗2026-03-31 · Research calculation | 18.29% | Definition and boundariesOperating income / revenue × 100 Uses reported operating income, not adjusted earnings. Differences in expense classification can still limit comparisons across companies. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Net margin ↗2026-03-31 · Research calculation | 18.37% | Definition and boundariesSelected net-income concept / revenue × 100 May reflect differences in non-controlling interests, taxes and one-time gains or losses. The specific net-income concept is retained for each observation. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Operating cash flow / revenue ↗2026-03-31 · Research calculation | 30.98% | Definition and boundariesOperating cash flow / revenue × 100 Shows operating cash inflows and outflows, including working capital and taxes. It is neither a contract collection rate nor cash available for shareholder distribution. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| (CFO − cash purchases of PP&E) / revenue ↗2026-03-31 · Research calculation | 19.9% | Definition and boundaries(Operating cash flow − cash purchases of PP&E) / revenue × 100 A free-cash-flow proxy deducting only identified PP&E purchases. It does not deduct acquisitions, capital prepayments, intangible assets or lease principal, and does not establish cash distributable to common shareholders. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
Show remaining company metrics (5)
Other operating observations
What verifiable information does this metric provide about this relationship?
Use the metric's definition and original inputs. Quantitative attribution to this relationship has not been established.| Operating metric | Latest value | Definition and boundaries |
|---|---|---|
| Revenue growth YoY ↗2026-03-31 · Research calculation | 22.79% | Definition and boundaries(Current-period revenue / comparable prior-year revenue − 1) × 100 Requires the same concept and currency for equal-length periods one year apart, with positive prior-year revenue. A 53-week versus 52-week year may still differ by one week; no daily adjustment is made. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Operating cash flow / net income ↗2026-03-31 · Research calculation | 1.69 x | Definition and boundariesOperating cash flow / net income（Net income > 0） Examines cash conversion when earnings are positive. No multiple is calculated when net income is non-positive; taxes, non-cash charges and working capital can all cause divergence. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| (Net income − operating cash flow) / revenue ↗2026-03-31 · Research calculation | -12.6% | Definition and boundaries(Net income − operating cash flow) / revenue × 100 The amount difference divided by revenue. This is not the Sloan accrual ratio or an earnings-manipulation score. A positive value only indicates that earnings exceed operating cash flow for the same period. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Days sales outstanding (average balance) ↗2026-03-31 · Research calculation | 89.28 days | Definition and boundaries(Opening net receivables + closing net receivables) / 2 / revenue × actual days in the period A company-wide proxy for manufacturing and hardware businesses using average opening and closing balances. It is not the payment term in customer contracts. Comparison is with the corresponding prior-year period. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
Investment and funding needs
How much cash is required for construction and procurement before delivery?
Compare prepayments, cash capital expenditure and commissioning plans. Current-period revenue is not a substitute for a full investment-recovery calculation.| Operating metric | Latest value | Definition and boundaries |
|---|---|---|
| Cash purchases of PP&E / revenue ↗2026-03-31 · Research calculation | 11.08% | Definition and boundariesCash purchases of PP&E / revenue × 100 Identified cash purchases of PP&E, excluding non-cash additions. Maintenance and expansion investment are not separated. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
Related companies in the value chain 3 companies · EDA / IP
Related browsing is based on overlapping segments in the current graph. It does not establish direct peers, valuation comparability, or a supply, customer or investment relationship.
Source grades, dates and quantitative definitions
A = original SEC or exchange filings; B = company announcements, IR materials, official websites or established media; C = industry-structure inferences or third-party accounts without an independent primary source
Key relationships were reviewed using public information available through 2026-10-23. Historical relationships have not all been individually reverified. Their original dates are retained; delisted entities remain in the relationship archive but are excluded from market-cap weights. Review coverage through 2026-10-23.
Signed status does not mean that the full amount has been paid or that capacity has been delivered. Assess contract value, period revenue, investment, loans, prepayments and guarantee caps separately; do not sum them as a single exposure. Distinguish total power capacity from critical IT load. Company-level metrics cannot be attributed directly to an individual relationship.
Source facts and operating implications are distinguished, with forecasts and conditional scenarios identified as such. Missing relationships mean that this graph has no record of them. Data version 60aad2cdea0eff4f82e9dafe344d1e57aa2b950269b621d7e5bddfef10520644.
EVIDENCE & SOURCES
Sources and filing versionsData and calculation basis
Quotes and valuation
2026-10-27, 16:00 ET · Regular-session close. History through 2026-10-23 uses provider split-adjusted prices, excluding dividends. Full-history adjustment factors have not been independently recalculated. MA20 is the arithmetic mean of 20 recorded trading-day closes and does not bridge missing prices or known corporate actions. Price comparisons exclude dividend reinvestment and do not represent total returns. Market cap retrieved on 2026-10-28. Prices refresh daily. Source timestamps and website update times are shown separately.
The current security identity has been checked. Continuity with earlier issuers has not been independently verified; listing-date coverage is shown separately.
Original verification notes
verified-listing-start-covered
Coverage is limited to the Nasdaq-listed ADSs from 2023-09-14. It excludes the previously listed shares from before the 2016 privatization.
Financial statements
Reporting period 2026-03-31; filed 2026-05-26. Financials use the company's reporting periods and currency; unavailable values appear as —. Expand the section below each chart to inspect metric definitions, inputs and original sources.
Business evidence
Based on value-chain records; original operating disclosures are still needed.
Citations: 12 · Documents: 6 · Duplicate documents are grouped; individual source locations are retained
1ARM 20-F (2026-05-26)Value-chain archive · 4 citations
References 1
ARM 20-F (2026-05-26) · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
References 2
ARM 20-F (2026-05-26) · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
References 3
ARM 20-F (2026-05-26) · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
References 4
Open source ARM 20-F (2026-05-26) · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
5ARM 6-K (2026-07-29)Value-chain archive
ARM 6-K (2026-07-29) · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
6ARM 6-K (2026-05-06)Value-chain archive · 2 citations
References 6
ARM 6-K (2026-05-06) · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
References 10
Open source ARM 6-K (2026-05-06) · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
7Arm press release 2026-03-24 [B]Value-chain archive · 2 citations
References 7
Arm press release 2026-03-24 [B] · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
References 8
Open source Arm press release 2026-03-24 [B] · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
9ARM 6-K (2026-07-29)Value-chain archive · 2 citations
References 9
ARM 6-K (2026-07-29) · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
References 11
Open source ARM 6-K (2026-07-29) · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
12CDNS Form 10-Q for the period ended 30 Sep 2025 (filed 29 Oct 2025), Note 5 'Acquisition of Arm Artisan Foundation IP' [A]; ARM 20-F (2026-05-26) recognising a $131.0m pre-tax gain on divestiture, with a transition services agreement of up to 18 months [A]Value-chain archive
CDNS Form 10-Q for the period ended 30 Sep 2025 (filed 29 Oct 2025), Note 5 'Acquisition of Arm Artisan Foundation IP' [A]; ARM 20-F (2026-05-26) recognising a $131.0m pre-tax gain on divestiture, with a transition services agreement of up to 18 months [A] · Document date unverified
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ResearchSource document
Sources: 301ARM · 20-F · Filing version 2024-05-29
The filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosure02ARM · 20-F · Filing version 2025-05-28
The filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosure03ARM · 20-F · Filing version 2026-05-26
The filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
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