Arm (ARM) Arm Everywhere: Investor Session summary

Keynote and Agenda Overview

• Leadership introduced the event, emphasizing a pivotal moment and outlining sessions on Edge AI, Physical AI, Cloud AI, software, and financials.

Forward-looking Statements and Financial Measures

• Presentation includes forward-looking statements on TAM, revenue, product mix, and growth drivers, with risks and uncertainties highlighted.

• Non-GAAP financial measures such as operating margin and EPS are used for internal decision-making and investor comparison.

Market Opportunity and Growth Engines

• Three AI growth engines—Edge AI, Cloud AI, and Physical AI—each leverage a unified compute platform and software ecosystem.

• Total addressable market projected to grow from $415B in FYE26 to over $1.5T in FYE31, with Cloud AI as the fastest-growing segment.