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ARM HOLDINGS PLC director Jeffrey Sine reported a bona fide gift of 9,572 American Depositary Shares (ADSs), each representing one ordinary share, on 2026-08-07. The ADSs were transferred to a charitable donor-advised fund, and his directly held ordinary share/ADS position reported in this filing became 0 shares afterward.
Arm Holdings plc is convening its 2026 Annual General Meeting on 9 September 2026 at 3:00 p.m. (BST), at 110 Fulbourn Road, Cambridge, UK, with parallel electronic participation via meetnow.global/AHGAGM2026. Holders will vote on receiving the Annual Report and Accounts for the year ended 31 March 2026, a binding 2026 Directors’ Remuneration Policy, an advisory directors’ remuneration report, re-appointment of Deloitte LLP as auditor, authorization for the audit committee to set auditor pay, and the re-election of eight directors including Chairman Masayoshi Son and CEO Rene Haas. The remuneration policy changes increase the Performance Share Unit maximum achievement level from 125% to 200% and introduce a new Value Creation Plan Performance Share Unit award for the CEO, with a five-year performance focus and seven-year vesting. Ordinary shareholders and ADS holders of record as of 31 July 2026 receive proxy materials; ADSs each represent one ordinary share, and ADS holders may not attend the AGM but can instruct Citibank, N.A. as depositary to vote on their behalf by 2 September 2026.
Arm Holdings reported strong growth for the three months ended June 30, 2026. Total revenue was $1,289 million, up from $1,053 million, with license and other revenue of $574 million and royalty revenue of $715 million. Net income rose to $270 million from $130 million, supported by $128 million of income from equity investments and a $17 million income tax benefit.
Operating income was $91 million, compared with $114 million a year earlier, as research and development expenses increased to $838 million and selling, general and administrative expenses to $317 million, including higher share‑based compensation of $343 million. Operating margin was 7% versus 11% in the prior-year period.
Arm generated $902 million of cash from operating activities and ended June 30, 2026 with cash and cash equivalents of $3,058 million and short‑term investments of $830 million. Remaining performance obligations totaled $2,122.6 million. On July 1, 2026, Arm completed the $265.0 million all‑cash acquisition of DreamBig Semiconductor to add advanced networking technology and strengthen more complete compute solutions.
Arm Holdings reported record first‑quarter fiscal 2027 results, with revenue of $1.29 billion, up 22% year over year, driven by 22% growth in royalty revenue to $715 million and 23% growth in licensing revenue to $574 million. Non‑GAAP EPS rose 29% to $0.45, above the top end of guidance.
GAAP gross margin was 97.2% and non‑GAAP 98.1%. GAAP operating income was $91 million, while non‑GAAP operating income increased to $531 million, a 41.2% margin. GAAP net income was $270 million, more than double a year earlier. Operating cash flow was $902 million and non‑GAAP free cash flow $665 million; cash, cash equivalents and short‑term investments totaled $3,888 million.
The Arm AGI CPU business is progressing, with customer demand for fiscal 2027‑2028 now exceeding $2 billion. Annualized contract value rose 13% to $1,732 million, and data‑center royalties more than doubled as Arm Neoverse core shipments surpassed 1.5 billion. For Q2 fiscal 2027, the company guides to revenue of $1.38 billion ± $50 million and non‑GAAP EPS of $0.47 ± $0.04.
ARM Holdings plc reported that Chief Accounting Officer Laura Kathleen Bartels executed an open-market sale of 11,306 Ordinary Shares on June 2, 2026. The weighted average sale price was $392.70 per share, with individual trades ranging from $392.60 to $393.09.
Following this transaction, Bartels directly holds 12,135 Ordinary Shares. The shares are Ordinary Shares with a nominal value of 0.001 GBP, held in the form of American Depositary Shares, with each ADS representing one Ordinary Share.
ARM Holdings Chief Commercial Officer William Abbey reported open-market sales of Ordinary Shares held as American Depositary Shares. He sold 3,922 shares at a weighted average price of $415.52 per share and 2,644 shares at $383.73 per share, totaling 6,566 shares. Each ADS represents one Ordinary Share, and he continues to hold a substantial direct equity stake following these transactions.
ARM Holdings PLC Chief Commercial Officer William Abbey sold 4,200 Ordinary Shares in an open-market transaction. The sale occurred on May 28, 2026 at a weighted average price of $343.81 per share, with individual trade prices ranging from $343.80 to $344.09. After this transaction, Abbey directly holds 27,129 Ordinary Shares. The shares are held in the form of American Depositary Shares, with each ADS representing one Ordinary Share.
Arm Holdings Chief Commercial Officer William Abbey reported an open-market sale of 2,300 Ordinary Shares on May 22, 2026. The shares, held in the form of American Depositary Shares, were sold at a weighted average price of $305.82 per share.
The sales prices ranged from $305.82 to $305.91, and Abbey now directly holds 31,329 Ordinary Shares. This filing reflects a partial sale while retaining a meaningful continuing equity stake in Arm Holdings.
Arm Holdings plc has filed its annual Form 20-F for the fiscal year ended March 31, 2026, prepared under U.S. GAAP and presented in U.S. dollars. The company reports that 1,064,055,252 ordinary shares were outstanding as of that date.
The report highlights extensive risks tied to volatility in the semiconductor and electronics industries, intense competition from x86 and open-source RISC-V architectures, and Arm’s strategic push into production silicon, including the Arm AGI CPU and more integrated compute subsystems. Management explains that these moves require significant R&D spending, new manufacturing and supply-chain capabilities, and may create conflicts with existing licensee customers.
Arm also discloses heavy dependence on a concentrated group of customers, including SoftBank Group affiliates and Arm China, as well as significant revenue exposure to the People’s Republic of China. The filing details complex governance and commercial arrangements with Arm China, export-control and geopolitical risks, and the implications of Arm’s status as both a controlled company and a foreign private issuer under U.S. securities rules.