Semiconductors

Arm Holdings

High75% confidenceProfile verified Jul 13, 2026
OverviewIndicatorsMore SignalsSourcesDependency mapStoryMilestonesHistory

A chip architecture licensing company roughly 90%-owned by SoftBank, whose processor designs underpin the vast majority of the world's mobile devices and which SoftBank has positioned as central to its dedicated AI chip strategy under 'Project Izanagi.' Arm posted record full-year FY2026 revenue of $4.92 billion, with data center royalty revenue more than doubling year-over-year on AI, physical AI and edge AI demand; its new AGI CPU for agentic AI workloads has already generated more than $2 billion in customer demand, with shares up 224.4% in the first half of 2026.

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Leading Indicators

Hiring and patent filing trends — the underlying numbers Momentum is computed from. Insider filing activity is tracked separately under Sources below.

Steadyinsider filing activity unchanged since last check
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Additional Intelligence Signals

Patent citation lineage, earnings-call mentions, and federal contract disclosures — automatically collected, not yet visible anywhere else on the site.

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Sources

Every claim traced to a primary source — evidence, recent activity, and insider filing behavior, all in one place.

Evidence

4 sources · 1 government/SEC filing · 78% avg. source confidence

Insider Filing Activity

24Form 4 filings, trailing 90 days0 since last week's snapshot

Counts filing frequency only — transaction direction/size wasn't parseable from the sampled filings · sourced from SEC EDGAR · as of Jul 28, 2026

Correlated Activity

Both Arm Holdings and Microsoft Azure — which it depends on — are showing accelerating Activity at the same time (2 recorded changes for Microsoft Azure in the last 90 days).

Timing correlation only — not evidence of a causal link

Both Arm Holdings and Apple — which it depends on — are showing accelerating Activity at the same time (2 recorded changes for Apple in the last 90 days).

Timing correlation only — not evidence of a causal link

Both Arm Holdings and SoftBank Group — which it depends on — are showing accelerating Activity at the same time (1 recorded change for SoftBank Group in the last 90 days).

Timing correlation only — not evidence of a causal link

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Dependency Map

What Arm Holdings depends on below, and who depends on Arm Holdings above — click any node to make it the new center, 2 levels deep.

2 levels3 levels5 levels

Connection type

Investment
Dependency
Supply Chain
Development
Enablement
Competition / Other
Succession

Click any node to make it the new center. Scroll to zoom, drag to pan.

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The Story So Far (last 6 months)

Apr 2026: Arm's architecture underpins custom CPUs at Amazon, Google, Microsoft, NVIDIA and more→May 2026: Reportedly approached Cerebras Systems with an acquisition offer ahead of its IPO (unconfirmed)→May 2026: Arm posts record $4.92B FY2026 revenue as data center royalties more than double on AI de…→May 2026: Arm Holdings plc FY2026 Annual Report (Form 20-F), filed with the SEC→May 2026: SoftBank owns approximately 90% of Arm Holdings→Jul 2026: Stock surges 224% in H1 2026, then wobbles on valuation concerns ahead of July 29 earnings

Auto-generated from this entity's dated milestones, relationship updates, and sourced evidence — not AI-written, just sorted.

Market Intelligence

Unverified

Credibly-reported claims — analyst notes, sourcing citing “people familiar with the matter,” deals where the companies involved declined to comment — that haven't been officially confirmed. Kept structurally separate from the sourced evidence above; treat as a lead worth researching further, not an established fact.

Reportedly approached Cerebras Systems with an acquisition offer ahead of its IPO

42% confidence

Arm Holdings and majority owner SoftBank reportedly approached AI computing company Cerebras Systems with a preliminary acquisition offer shortly before Cerebras's anticipated IPO (which would have valued Cerebras at roughly $34 billion). Cerebras declined the approach.

Reported by Bloomberg; neither Arm nor SoftBank has confirmed the approach, and Cerebras proceeded with its IPO plans rather than engaging further.

Bloomberg (via Investing.com) · May 1, 2026

SoftBank Group
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Arm Holdings's Timeline

A sourced, dated history of Arm Holdings's key moments — founding to present.

  1. Jan 1990 · Founded

    Arm Holdings was founded, later becoming the dominant chip architecture licensor for the world's mobile devices and, increasingly, AI silicon.

  2. Jan 2026 · Record $4.92B FY2026 revenue

    Arm posted record full-year FY2026 revenue of $4.92 billion, with data center royalty revenue more than doubling on AI demand and its new AGI CPU generating over $2 billion in customer demand.

  3. Jul 2026 · Stock surges 224% in H1 2026, then wobbles on valuation concerns ahead of July 29 earnings

    Arm shares rose 224.4% in the first half of 2026 -- among the strongest performers in the semiconductor sector, reaching a $350 billion market cap by July 9 -- before sliding nearly 5% on an analyst downgrade citing stretched valuation and supply-constraint concerns ahead of its July 29, 2026 Q1 FY2027 earnings report.

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How These Connections Evolved

How a relationship changed over time, not just its current state — sourced, dated, and traceable.

Arm Holdings ↔ Apple

  1. 2020–2026

    Apple's continued reliance on Arm's architecture for its custom A-series and M-series silicon underpinned its full transition of the Mac lineup away from Intel and its ongoing iPhone chip designs.

  2. Now

    Apple licenses Arm's architecture for its custom silicon across iPhone, Mac and other devices.

Arm Holdings ↔ SoftBank Group

  1. 2016–2026

    SoftBank built and retained a roughly 90% ownership stake in Arm Holdings since its 2016 acquisition, positioning Arm as central to its dedicated AI chip strategy.

  2. Now

    Arm Holdings is roughly 90%-owned by SoftBank, which has positioned the company as central to its dedicated AI chip strategy.