Arm Holdings plc
ARMpublicSemiconductor IP
UK-based semiconductor IP company — designs CPU/NPU architectures used in virtually all mobile devices and increasingly in AI accelerators. ARM Neoverse powers AWS Graviton, Ampere, and datacenter CPUs. The company earns royalties, not CAPEX-intensive manufacturing. SoftBank IPO'd ARM in Sept 2023; SoftBank retains ~90% ownership.
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2024 CAPEX
$0.2B
YoY 2024 vs 2023
-0.0%
Latest Quarter
$0.1B
Q4'24
CAPEX History — Quarterly
Quarterly Data & Sources
| Quarter | CAPEX | Revenue | % Rev | Source |
|---|---|---|---|---|
| Q4'24 | $0.1B | $1.2B | 4.0% | ARM Q4 FY2025 Earnings (est.) |
| Q3'24 | $0.1B | $1.0B | 6.1% | ARM Q3 FY2025 Earnings |
| Q2'24 | $0.1B | $0.8B | 7.1% | ARM Q2 FY2025 Earnings |
| Q1'24 | $0.1B | $0.9B | 5.4% | ARM Q1 FY2025 Earnings |
| Q4'23 | $0.1B | $0.9B | 6.5% | ARM Q4 FY2024 Earnings |
| Q3'23 | $0.1B | $0.8B | 6.1% | ARM Q3 FY2024 Earnings |
| Q2'23 | $0.1B | $0.8B | 7.4% | ARM Q2 FY2024 Earnings |
| Q1'23 | $0.1B | $0.7B | 7.2% | ARM Q1 FY2024 Earnings |
Q1'23 — ARM FY ends March 31. Minimal CAPEX — IP/licensing business model.
Q4'23 — FY2024 total CAPEX: ~$0.22B (IP company, CAPEX not the story)
Q4'24 — FY2025 revenue record; ARM royalty revenue driven by AI chip proliferation
Key Quotes
Jason Child·CFO·2025-02-05
“AI is driving a fundamental shift in compute architecture. Every AI chip — whether for mobile, edge, or cloud — uses ARM IP. Our royalty revenue growth directly reflects the AI investment wave.”
Q3 FY2025 Earnings Call
Partnerships & Investments
NVIDIA
ARM CPU IP used in NVIDIA Grace Hopper superchip (GB200). ARM Neoverse V2 cores.
compute
SEC Filings
europeuksemiconductor-IPCPUNPUARMroyaltypublicAI-chips