Hollsteen

Arm

Dependency

Three customers: 42% of revenue

42%per filing, FY2026
●42% of revenueCUSTOMERS ●Customer A (not named in the filing)Customer A16%Customer B (not named in the filing)Customer B14%3 customers combined42%HOLDINGS ◆No holding between Arm and the other 99 companies found in SEC filings (not reported).not reportedREGIONS ■No revenue split by country in the dataset (neither an XBRL concentration fact nor a country axis).not reportedSUPPLIERS ○No supplier shares in the dataset: SEC XBRL does not tag supplier concentration as a share of revenue or purchases; filing texts are not interpreted for this.not in datasetArm$4.9B · FY2026
Arm$4.9B · FY2026

Customers

Customer A16%
Customer B14%
3 customers combined42%

Holdings

not reported

Regions

not reported

Suppliers

not in dataset

Line: solid ● customers (share of revenue) · dashed ◆ holding · dotted ■ revenue by region · grey ○ no data. Customers are not named in the filing.

Relationships

5 documented relationships

TypeCounterpartyValuePeriodConfidenceReverse edge
Customer (share)Customer(s) per quote57%FY2026 (per quote)0.9–
Customer (share)Customer(s) per quote42%FY2026 (per quote)0.9–
names as partnerQualcomm–Mar 31, 20260.7no
names as partnerApple–Mar 31, 20260.7no
names as partnerCadence–Mar 31, 20260.7no
Region (share)USA35.8%a12 months to Mar 31, 20261.0–
Region (share)China17.8%a12 months to Mar 31, 20261.0–
Region (share)Japan16.8%a12 months to Mar 31, 20261.0–

Related party: not reported – No related-party statement naming any of the 100 covered companies (47 related-party statements in the 20-F filed May 26, 2026, none referring to them).

Holdings: not reported – No holding between this company and the other 99 companies in 13F-HR / 13G / Filing-Text.

SEC filings only, quotes in the sources. Confidence 1.0 XBRL/13F · 0.9 quote with value · 0.7 mention without value.

Revenue

Revenue FY2026: +22.8% vs. FY2025

$4.9BFY2026
Revenue · FY2016: missing – No verified SEC value extracted, although the company reports this metric in other periods.Revenue · FY2017: missing – No verified SEC value extracted, although the company reports this metric in other periods.Revenue · FY2018: missing – No verified SEC value extracted, although the company reports this metric in other periods.Revenue · FY2019: missing – No verified SEC value extracted, although the company reports this metric in other periods.Revenue · FY2020: missing – No verified SEC value extracted, although the company reports this metric in other periods.Revenue · FY2021: missing – No verified SEC value extracted, although the company reports this metric in other periods.Revenue · FY2022: $2.7B · 20-F 0001973239-24-000012 filed May 29, 2024Revenue · FY2023: $2.7B · 20-F 0001973239-24-000012 filed May 29, 2024Revenue · FY2024: $3.2B · 20-F 0001973239-24-000012 filed May 29, 2024Revenue · FY2025: $4.0B · 20-F 0001973239-25-000016 filed May 28, 2025Revenue · FY2026: $4.9B · 20-F 0001973239-26-000097 filed May 26, 2026missing4.92.7FY2016FY2026FY2021
Revenue · FY2021: missing – No verified SEC value extracted, although the company reports this metric in other periods.Revenue · FY2022: $2.7B · 20-F 0001973239-24-000012 filed May 29, 2024Revenue · FY2023: $2.7B · 20-F 0001973239-24-000012 filed May 29, 2024Revenue · FY2024: $3.2B · 20-F 0001973239-24-000012 filed May 29, 2024Revenue · FY2025: $4.0B · 20-F 0001973239-25-000016 filed May 28, 2025Revenue · FY2026: $4.9B · 20-F 0001973239-26-000097 filed May 26, 20264.92.7FY2021FY2026FY2024

$B per fiscal year. No segment mix chart: No revenue breakdown by segment or revenue type in the 10-K XBRL data.

Debt

Total debt: not reported

All metrics →
Sources (12)

Dependency

Relationships (quotes)

  • Customer (share) Customer(s) per quote 20-F, filed May 26, 2026 0001973239-26-000097
    “In particular, our top five customers (including Arm China and SoftBank Group) collectively accounted for approximately 57%, 56% and 54% of our total revenue for the fiscal years ended March 31, 2026, 2025 and 2024, respectively, and our largest customer individually, Arm China, accounted for approximately 16%, 17% and 21% of our total revenue, respectively, during those fiscal years.”
  • names as partner Qualcomm 20-F, filed May 26, 2026 0001973239-26-000097
    “District Court for the District of Delaware alleging that, inter alia, Qualcomm and Nuvia breached the termination provisions of Nuvia’s Architecture License Agreement (the “Nuvia ALA”) with us by failing to destroy technology Nuvia developed under the Nuvia ALA, which we terminated in March 2022 based on Nuvia’s failure to obtain our consent to the assignment of the Nuvia ALA to Qualcomm.”
  • names as partner Apple 20-F, filed May 26, 2026 0001973239-26-000097
    “History Established in 1990, Arm began as a joint venture between Acorn Computers, Apple Computer, and VLSI Technology.”
  • names as partner Cadence 20-F, filed May 26, 2026 0001973239-26-000097
    “Definitive Agreement with Cadence Design Systems, Inc.”
  • Region (share) USA 20-F, filed May 26, 2026 0001973239-26-000097
    “XBRL-Fakt country:US (id f-557) / Gesamt (id f-575)” · Calculation: RevenueFromContractWithCustomerExcludingAssessedTax[country:US] 1,761,000,000 / RevenueFromContractWithCustomerExcludingAssessedTax total 4,920,000,000 (period 2025-04-01–2026-03-31)
  • Region (share) China 20-F, filed May 26, 2026 0001973239-26-000097
    “XBRL-Fakt country:CN (id f-560) / Gesamt (id f-575)” · Calculation: RevenueFromContractWithCustomerExcludingAssessedTax[country:CN] 874,000,000 / RevenueFromContractWithCustomerExcludingAssessedTax total 4,920,000,000 (period 2025-04-01–2026-03-31)
  • Region (share) Japan 20-F, filed May 26, 2026 0001973239-26-000097
    “XBRL-Fakt country:JP (id f-563) / Gesamt (id f-575)” · Calculation: RevenueFromContractWithCustomerExcludingAssessedTax[country:JP] 825,000,000 / RevenueFromContractWithCustomerExcludingAssessedTax total 4,920,000,000 (period 2025-04-01–2026-03-31)

Revenue

Data quality

Legal name
ARM HOLDINGS PLC /UK
CIK
0001973239
Period
FY2016 – FY2026
Coverage
97.6% · 74 reported · 6 derived · 2 missing · 479 not reported
Periods
Arm files annual reports with the SEC on Form 20-F (US GAAP, USD); quarterly figures appear only in 6-K reports and are not captured here as quarterly series.

missing = the company reports the value, it is not (yet) captured here · not reported = the company does not disclose the value · a = derived · ~ = reported rounded only.