Arm Holdings plc

NasdaqGS:ARM Stock Report

Market Cap: US$148.5b

Arm Holdings Management

Management criteria checks 1/4

Arm Holdings' CEO is Rene Anthony Andrada Haas, appointed in Feb 2022, has a tenure of 3.5 years. total yearly compensation is $70.13M, comprised of 1.9% salary and 98.1% bonuses, including company stock and options. directly owns 0.033% of the company’s shares, worth $49.30M. The average tenure of the management team and the board of directors is 2.5 years and 2.9 years respectively.

Key information

Rene Anthony Andrada Haas

Chief executive officer

US$70.1m

Total compensation

CEO salary percentage1.92%
CEO tenure3.5yrs
CEO ownership0.03%
Management average tenure2.5yrs
Board average tenure2.9yrs

Recent management updates

Recent updates

ARM: High Margins, High Valuation And Slow Growth

Aug 26

Arm Holdings: Earnings Growth Doesn't Show The Whole Picture

Apr 28

ARM: Perils Of Future Growth Speculation

Apr 22

V9 And CSS Technologies Will Advance AI Integration

Strong AI demand and strategic partnerships drive revenue growth across diverse markets, enhancing Arm's overall revenue streams and market position.

Arm Holdings plc's (NASDAQ:ARM) 30% Share Price Plunge Could Signal Some Risk

Apr 05
Arm Holdings plc's (NASDAQ:ARM) 30% Share Price Plunge Could Signal Some Risk

Arm Holdings' Selloff Is Here, Warranting An Upgrade To Opportunistic Buy

Mar 15

Arm Holdings: Severe Overvaluation And Weaker Market Outlook

Feb 16

Arm Holdings (NASDAQ:ARM) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Feb 13
Arm Holdings (NASDAQ:ARM) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Arm Holdings plc's (NASDAQ:ARM) Share Price Not Quite Adding Up

Feb 07
Arm Holdings plc's (NASDAQ:ARM) Share Price Not Quite Adding Up

Arm Holdings Earnings: Bullish Thesis Hits A Wall

Feb 06

Arm Holdings: China Pops The AI Spending Bubble

Jan 30

Arm Holdings: Beware Of Project Stargate Speculation

Jan 23

Arm Holdings' (NASDAQ:ARM) Returns On Capital Not Reflecting Well On The Business

Jan 02
Arm Holdings' (NASDAQ:ARM) Returns On Capital Not Reflecting Well On The Business

ARM Holdings: Overhyped Stock With Limited Upside

Dec 21
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Narrative update from Goran Damchevski

ARM is guiding for a 22% growth midpoint over FYE 2024.

Arm's AI Catalysts Are Robust, But Near-Term Pressures Remain

Nov 17

Arm Holdings Q2: Demand For Armv9 Exceeds Expectations

Nov 06

Arm Holdings: The Predictability Risks For Long-Term Investors

Oct 14
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Power-Efficient Technologies And AI Capabilities Spark Revenue Surge And Market Expansion

Arm's focus on power-efficient computing and AI technology shows promising growth in licensing revenue from partnerships with major cloud providers.

Navigating ARM Holdings' Valuation And Risks Amid The AI Revolution

Sep 19

Arm Holdings (NASDAQ:ARM) Will Want To Turn Around Its Return Trends

Sep 17
Arm Holdings (NASDAQ:ARM) Will Want To Turn Around Its Return Trends

Arm Holdings: Watch Those iPhone 16 Shipments

Sep 12

ARM: Bad Stock, Increasing Competition (Rating Downgrade)

Aug 20
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Narrative update from Goran Damchevski

Valuation Upgrade: Despite The Established Market Share, ARM Continues To Find New Growth AvenuesDatacenter And AI Chip Adoption Drive Growth Above ExpectationsIn Q1’25 Arm grew revenues by 39% YoY to

Arm Holdings: Options Play Remains The Way To Go On This

Aug 07

Arm Holdings Earnings: Chipping Away At Investors' Patience

Aug 01

Arm Holdings: Even With Optimistic Assumptions, The Stock Is Grossly Overvalued

Jul 24

Arm Holdings: Surprise Potential For Q1 (Rating Upgrade)

Jul 18

Arm Holdings: A Complementary Investment To Nvidia

Jul 08

Arm Holdings Has Significant Upside Potential With Arm Neoverse

Jul 01

Arm Holdings: Solid Growth Ahead But Stock Is Overvalued; Initiate With 'Sell'

Jun 11

Computex Chronicles Part 3: Arm Unveils New Architectures And AI Libraries

Jun 04

Arm Holdings: High Valuation Is Deserved

May 17
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Narrative update from Goran Damchevski

Arm’s Q424 revenue was $928M, up 47% YoY. Annual revenue was $3.233B, up by 21% from last year.

ARM Q4 Preview: Cure To AI Energy Shortage?

Apr 26

Arm Holdings: Sell On Valuation And Income Statement Analysis

Apr 05

Arm Stock: AI Chip Favorite Is Overpriced

Mar 26

ARM: Everything You Need To Know About The Lock-Up Expiry (Rating Upgrade)

Mar 12

Arm's Share Price Has Gotten Ahead Of Operating Growth

Feb 26

Arm Holdings: Approaching An Nvidia Moment, Consensus Estimates Are Too Low

Feb 15
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Narrative update from Goran Damchevski

ARM’s IPO lock up ends on the 12th of March, and SoftBank will be able to start selling its 90% stake of 930M ARM shares. My hypothesis is that management will be initially aggressive on buybacks to d

Arm Holdings' Earnings: Showering Profits

Feb 08

Beyond The Surface: What Led Me To Buy Arm Holding

Feb 02

Arm Holdings' Upcoming Earnings: High Growth Expectations In A Tough Market

Jan 18
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Patent Expirations And Competition May Limit ARM’s Market Share

ARM is a leader with a saturated number of customers limiting future growth.

CEO Compensation Analysis

How has Rene Anthony Andrada Haas's remuneration changed compared to Arm Holdings's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 30 2025n/an/a

US$699m

Mar 31 2025n/an/a

US$792m

Dec 31 2024n/an/a

US$806m

Sep 30 2024n/an/a

US$641m

Jun 30 2024n/an/a

US$424m

Mar 31 2024US$70mUS$1m

US$306m

Compensation vs Market: Rene Anthony Andrada's total compensation ($USD70.13M) is above average for companies of similar size in the US market ($USD13.58M).

Compensation vs Earnings: Insufficient data to compare Rene Anthony Andrada's compensation with company performance.

CEO

Rene Anthony Andrada Haas (63 yo)

3.5yrs
Tenure
US$70,133,000
Compensation

Mr. Rene Anthony Andrada Haas is Non-Executive Director of AstraZeneca PLC from January 1, 2025. Mr. Haas is the Chief Executive Officer & Director of ARM Limited since February 8, 2022. Mr. Haas served as...

Leadership Team

NamePositionTenureCompensationOwnership
Rene Anthony Andrada Haas
CEO & Director3.5yrsUS$70.13m0.033%
$ 49.3m
Jason Child
Executive VP & CFO2.8yrsno datano data
Eric Hayes
Executive Vice President of Operationsless than a yearno datano data
Laura Bartels
Chief Accounting Officerno datano datano data
Ian Thornton
Head of Investor Relationsno datano datano data
Spencer Collins
Executive VP & Chief Legal Officer2.9yrsno datano data
Ami Badani
Chief Marketing Officer1.8yrsno datano data
Charlotte Eaton
Chief People Officerless than a yearno datano data
Richard Grisenthwaite
Executive VP & Chief Architect3.4yrsno datano data
William Abbey
Executive VP & Chief Commercial Officer2.3yrsno datano data
Tamika Smith
Senior VP & Chief DEI Officerno datano datano data
Drew Henry
Executive Vice President of Strategy & Ecosystemno datano datano data
2.5yrs
Average Tenure
55yo
Average Age

Experienced Management: ARM's management team is considered experienced (2.5 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Rene Anthony Andrada Haas
CEO & Director3.5yrsUS$70.13m0.033%
$ 49.3m
Masayoshi Son
Chairman7.4yrsno datano data
Paul Jacobs
Independent Director2.7yrsUS$325.00k0.00070%
$ 1.0m
Young Sohn
Independent Directorless than a yearno datano data
Karen Dykstra
Independent Director2.9yrsUS$355.00k0.0011%
$ 1.6m
Jeffrey Sine
Director2.9yrsUS$335.00k0.00070%
$ 1.0m
Ronald Fisher
Director7.4yrsUS$350.00k0.0034%
$ 5.0m
Rosemary Schooler
Independent Director2.7yrsUS$341.00k0.00070%
$ 1.0m
2.9yrs
Average Tenure
67.5yo
Average Age

Experienced Board: ARM's board of directors are not considered experienced ( 2.9 years average tenure), which suggests a new board.

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/08/27 15:00
End of Day Share Price 2025/08/27 00:00
Earnings2025/06/30
Annual Earnings2025/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Arm Holdings plc is covered by 62 analysts. 37 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Brett SimpsonArete Research Services LLP
Janco VenterArete Research Services LLP
Alex PoundArete Research Services LLP