#1The Future is Built on arm +#2HD Safe Harbor Arm Holdings plc (the "Company") has filed a registration statement (including a preliminary prospectus) on Form F-1 (File No. 333-274120) with the Securities and Exchange Commission (the "SEC") for the offering to which this presentation relates. The registration statement has not yet become effective. Before you invest, you should read the preliminary prospectus in that registration statement and other documents the Company has filed with the SEC for more complete information about the Company and this offering. You may get these documents for free by visiting the SEC website at http://www.sec.gov. Alternatively, copies of the preliminary prospectus may be obtained from Barclays Capital Inc., c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, by telephone at 1-888-603-5847 or by email at [email protected]; Goldman Sachs & Co. LLC, Attn: Prospectus Department, 200 West Street, New York, NY 10282, by telephone at 866-471-2526 or by email at [email protected]; J.P. Morgan Securities LLC, c/o Broadridge Financial Solutions, 1155 Long Island Avenue, Edgewood, NY 11717, by telephone at 866-803-9204 or by email at [email protected] or Mizuho Securities USA LLC, Attention: U.S. ECM Desk, 1271 Avenue of the Americas, New York, NY 10020, by telephone at (212) 205-7602 or by email at [email protected]. This confidential presentation (the "Presentation") shall not constitute an offer to sell or the solicitation of an offer to buy any securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction. In furnishing this Presentation, the Company undertakes no obligations to provide the recipient with access to additional information, updates to this Presentation or to correct any inaccuracies herein. No representation or warranty, expressed or implied is, or will be made, and no responsibility or liability is, or will be accepted, by the Company or by any of its officers, directors, employees, agents, affiliates, or other representatives as to or in relation to the accuracy, completeness, quality dequacy or appropriateness of the information contained in this Presentation (including the achievement or reasonableness of any future projections, prospects or returns) or any other written or oral information made available to any recipient or its advisors and any liability therefore is hereby expressly disclaimed. By electing to view the internet roadshow presentation, you represent and agree that (i) you will not download, print, copy, videotape, record, distribute, hyperlink or otherwise attempt to reproduce or re-transmit (in any form, including hard copy or electronic distribution format) the contents of the internet roadshow presentation, and (ii) the confidential password assigned to your organization has not been, and will not be, disclosed to any person or entity other than an employee or director of that organization or a person authorized to receive it. Any copy, download, record, distribution, publication or reproduction of the internet roadshow presentation in whole or in part is unauthorized. Failure to comply may result in a violation of the Securities Act of 1933, as amended, or the applicable laws of other jurisdictions. Forward-Looking Statements This Presentation may contain certain "forward-looking statements, including statements regarding the Company and its management team's expectations, hopes, beliefs, intentions or strategies regarding the future. Forward-looking statements are generally identifiable by statements that refer to projections, forecasts or other characterizations of future events or circumstances, including any underlying assumptions. The words "anticipate," "believe," "continue," "could," "estimate," "expect," "intends," "may," "might," "plan," "possible," "potential," "predict," "project," "should," "would" and similar expressions may identify forward-looking statements, but the absence of these words does not mean that a statement is not forward-looking. The forward-looking statements contained herein are based on the Company's current expectations and beliefs concerning future developments and their potential effects. There can be no assurance that future developments will be those that we have anticipated. These forward-looking statements involve a number of risks, uncertainties (some of which are beyond the Company's control) or other assumptions that may cause actual results or performance to be materially different from those expressed or implied by these forward-looking statements. You should also carefully read the risk factors described in the section of the Company's registration statement on Form F-1 entitled "Risk Factors" for a description of the material risks that could, among other things, cause the Company's actual results to differ materially from those expressed or implied in our forward-looking statements. Except as required by law, the Company is not undertaking any obligation to update or revise any forward looking statements whether as a result of new information, future events or otherwise. Non-GAAP Financial Measures This Presentation includes certain non-GAAP financial measures, such as non-GAAP operating income and non-GAAP free cash flow, that differ from measures calculated in accordance with GAAP. These non-GAAP measures are in addition to, and not a substitute for or superior to, financial measures prepared in accordance with GAAP and should be considered in conjunction with, the Company's historical GAAP financial measures. These non-GAAP financial measures are presented for supplemental informational purposes only, should not be considered a substitute for financial information presented in accordance with GAAP, and may differ from similarly titled metrics or measures presented by other companies. A reconciliation of these measures to the most directly comparable GAAP measure is included in the Appendix to this Presentation. Third-Party Information The Company has neither sought nor obtained the consent from any third party to use any logos, statements or information contained herein that have been obtained or derived from logos, statements or information made or published by such third parties. Any such logos, statements or information should not be viewed as indicating the support of such third parties for the views expressed herein. While the information included herein obtained from third parties is believed to be reliable, neither the Company nor any of its affiliates assume any responsibility for the accuracy of such information.#3Play#4Live Living Room 21⁰ ļ#5Learn#64- + ++ Changed the World +#7Smartphone Revolution#8+ + + + Building the Future X + +#9#10A - IN BLAIE Al to Work#11ILLG Al to Work Everywhere + BAR 404#12The Future Mobile Experience#135G Cloud Computing 7 FO#14II P Transforming Automotive GRINNING#15loT Economy#16M 1.1.1.): II.J աք 06 11.11 1111 --r: L 7241 1111 FFFFFFF#17Every Major Electronics Company SERB#18Innovators 4#19Building Products#20Demand for Computing#21Three Decades#22+ + + + Over 250 Billion +#23Rene Haas Chief Executive Officer, Arm#24250+ Billion Arm-Based Chips Shipped Since Inception#2515+ Million Software Developers on Arm Worldwide#26STOP FIEC#27The Foundation of the Semiconductor Industry#28The Foundation of the Semiconductor Industry arm Arm CPU - The Brain of Everything TH H#29EDA The Foundation of the Semiconductor Industry Software + arm Chip Designers intel aws, Google AMD MEDIATEK Arm CPU - The Brain of Everything NVIDIA#30Jensen Huang Founder, President & CEO, NVIDIA p#31arm PARTNER MEETING#32ITIT PASSE I r www WHILE TIT I#33SOVIDIA InVIDI#34PERA NVIDIA 11₁ 11 - 820 O' FREE B ============== NVIDIA www***** 11111111#35EDA The Foundation of the Semiconductor Industry Software arm Foundries Kil D CLEA tsmc intel. SAMSUNG Chip Designers intel aws Google AMD MEDIATEK Arm CPU - The Brain of Everything NVIDIA#36EDA The Foundation of the Semiconductor Industry Software arm Products Foundries tsmc intel. SAMSUNG Chip Designers intel aws Google AMD MEDIATEK Arm CPU - The Brain of Everything NVIDIA#3770% of the World's Population Uses Arm-Based Products#38CPU arm#39Arm's Transformation E8 SOC#40Newton#41□□ 西 CPU arm#42***** rrrr 90 FFFF EFFE 1111 1111 arm L JIFF EXCURTALE EEEEEEE 44444 AAAA !!!!/ JJJJJJJJJ FFFFF 111#4314- >99% Mobile Applications Processor Market Share#44General Purpose CPUs General CPU arm#45Market Specific Strategy Mobile CPU arm Datacenter CPU arm Automotive CPU arm IoT CPU arm#46+ 8 1 milliter#47Automotive Enhanced Platform Support Cortex- A78AE Tools Software Cortex-R52 Cortex-M85 CoreLink AE System IP Safety Island / Certification Arm Architecture Arm Physical IP / POP IP Mali-G78AE Mali-C78AE#48Market Specific Strategy Reflects revenue as of FYE23 loT Auto Cloud & Networking Consumer Electronics Mobile#49Performance, Efficiency & Software Ecosystem#50CPU arm android SO!!#51Dr. Rick Tsai Vice Chairman & CEO, MediaTek#52The Cloud Runs on Arm * +-- +#5311- 11- 11- 11- 11- || || ... | | | . . . || | . . . || | 0¹ Neoverse CPU arm#54Neoverse CPU arm#55Neoverse Up to 192 CPUs arm#56Support Neoverse Platform Tools Software Neoverse-V2 NI-700, MMU-700, GIC-700 Armv9 Architecture Arm Physical IP / POP IP CMN-700#57X Up to 40% X Price-to-Performance Over the x86 X#58James Hamilton SVP & Distinguished Engineer, Amazon#59|| 11- 二 11- || || || . . . || | . . . || | . . . || | . . . || | 口口 可 Neoverse arm#60Neoverse V1 arm#61|||| |||| O |||| ||| Arm CPU Compute Performance Power Efficiency Software Ecosystem#62Automotive#63Ola Källenius Chairman of the Board of Management, Mercedes-Benz Group AG#64#6530 C Automotive CPU arm#66AIM Automotive Enhanced Platform Support Cortex- A78AE Tools Software Cortex-R52 Cortex-M85 CoreLink AE System IP Safety Island / Certification Arm Architecture Arm Physical IP/POP IP Mali-G78AE Mali-C78AE#67Automotive Enhanced Platform Support Cortex- A78AE Tools Software Cortex-R52 Cortex-M85 CoreLink AE System IP Safety Island / Certification Arm Architecture Arm Physical IP / POP IP Mali-G78AE Mali-C78AE#68SOAFEE Architecture v1.0 Release The SOAFEE SIG are pleased to announce the release of the SOAFEE Architecture v1.0, the first ever architecture release from the initiative. Learn More SOAFEE is an industry-led collaboration between companies across the automotive and technology sectors... Working together to build open-source architecture for software-defined vehicles Together we have one single goal to create a shared platform for vehicles using cloud-native architecture that accommodates multiple Welcome to the Scalable Open Architecture for Embedded Edge special interest group (SIG), known as SOAFEE for short. Register Now →#69|||| O |||| |||| Arm CPU Compute Performance Power Efficiency Software Ecosystem#7093 GOL FE E கடிதட்ட HRERY நடிதப்பட பாடம் A Alain க CA பூதம் Mwitte Macam Sho ER 40 SAKT BAIRA ALபடது MRROR DOCKNI iya 10#71Payment accepted IoT CPU arm#7200 Support loT Solutions Platform Customer Application Code Ecosystem Middleware Libraries, Reference Stacks, Tools Operating System/Firmware Cortex-A CPU Mali GPU Cortex-M CPU Ethos-U NPU#73O WI Support loT Solutions Platform Customer Application Code Ecosystem Middleware Libraries, Reference Stacks, Tools Operating System / Firmware Cortex-A CPU Mali GPU Cortex-M CPU Ethos-U NPU#74|||| ם |||| Arm CPU Compute Performance Power Efficiency Software Ecosystem#75Rapid Innovation More Devices |||| Arm CPU More Customers#76Eben Upton Founder & CEO, Raspberry Pi#77DISPLAY FC 72 HDMI TC 00 Raspberry Pi loT CPU arm#78Al on Arm#79H#80Accelerating Al in the Cloud Poid Ke3L /*<replacegen var procXXSN BILIT NWXIS NAXZS1 NAXIS2 cile s con3orm Ko KITS A number bits per data pH numbFor dDta axes 2M/Lengt6 oY Lata axis 1 20A / 1#812-4x Faster Al Training#82Better Performance Per Watt#83H 90#84T TW 2012A1 TBM844.C00 GA100-884AA-A1 2012A1 e1 NVIDIA Envidi T TW T8M844.C00 GA100-884AA-A1 2012A1 2012A1 et 17 SAVIDIA NVIDIA T TW T8M844.C00 GA100-884AA-A1#85Unparalleled Software Ecosystem 149#86More Arm Chips More Software#87ALITAT Compute Subsystems#88Design Cost Advanced Design Cost ($M) 2019-2023 Advanced Design Node Cost: ~3x growth $249M 7nm $449M 5nm $581M 3nm $725M 2nm#89Arm is the Ubiquitous Choice TEE LILLL 'n#90#91BTC ||||| SELL 000 BUY HINTAI Arm's Financial Opportunity 23% TRADE FX ALL IN ONE AVG TRADE 1.45% AVG SAAN 2.27% AVG TRADE 842% AVG SAAN-1.22% ON 100 AVERAGE SPR SPREADS MTE -3.81% GBP/USD RSI 4.05% FREE -3.81% DAILY EUR USO 0.86% FOREX 0.86% STOCKS RS 4.28% 1.84 0.72 56132 28M BTC BUY MARKET STOCK Daily CHROLOGICAL OOO 1.2 3.5- 0.2 -7.1, -2.3 1.5- 27M#92Jason Child Chief Financial Officer, Arm#93+ Strong Revenue Growth Balancing Maximizing Profitability While Investing for Sustained Long-Term Growth Profits →Cash 0.40% ********** 2.28129 2.7814125 MARKET CAP H 16M 32% DOLAR EURO POUND YEN SWISS FRANC 1.90% 3:141 O 30% SELL ⒸOTH USD/JP 0.5 110 50/3 BRI AET MIXED IRM BULL BUY GPB#942022 Total Opportunity TAM $200 Billion#952025 est Total Opportunity TAM $250 Billion#96- Mobile Cloud Compute Automotive loT & Embedded#97Revenue Opportunity 4- Mobile Cloud Compute Automotive loT & Embedded Market Share (2020-2022) >99% 7% 33% 58% >99% 10% 41% 65% 2025 TAM $36Bn $28Bn $29Bn $50Bn TAM CAGR (2022-2025) 6% 17% 16% 7%#98+ $2.7 Billion Revenue in FYE22 1.3% Industry Silicon TAM = Market Share of All Chips With Processors = 49% 11 OOT#99More Chips With More Advanced Arm Technology Shipped Increased Opportunity for Royalty Revenue Increased Share#100> Royalty-Led Subscription Model#101arm Total Access Multi-Year Commitment With Annual Subscription Fee Offers Access to the Latest Technologies Ideal for Large Companies FYE23 = 18 Licensees Royalty-Led Subscription Model arm Flexible Access Provides Access to Arm's Most Popular Products Ideal for Startups & Companies Experimenting With Different CPUs FYE23= 203 Licensees#102arm Total Access |||| |||| Semiconductor +- Companies Royalty-Led Subscription Model OEMs 4- Software Companies arm Flexible Access 4- Cloud Service Providers#103Revenue Opportunity: Focus on Long-Term Royalty Access to Entire Arm Portfolio More Arm Content Available 9.00 Products Designed With Arm Technology ठठठ More Products Designed With Arm ¯×׶ׯ XX ××× Next Generation of Chips Built on Arm *¯X X0 More Royalty Revenue Over Time#104Revenue Opportunity: Royalty Revenue is Profit $1,600m $1,200m $800m $400m $0m 2011 2012 2013 2014 2015 2016 2017 Royalty Revenue From Products Launched 2019-2023 Royalty Revenue From Products Launched 2014-2018 Royalty Revenue From Products Launched 2009-2013 Royalty Revenue From Products Launched 1990-2008 2018 2019 2020 2021 2022 2023#105Revenue Opportunity: Royalty Revenue is Profit $1,600m $1,200m $800m $400m $0m 2011 2012 Still collecting royalties on products developed in the early 1990s Long term visibility, near term predictability 2013 2014 2015 2016 2017 Royalty Revenue From Products Launched 2019-2023 Royalty Revenue From Products Launched 2014-2018 Royalty Revenue From Products Launched 2009-2013 Royalty Revenue From Products Launched 1990-2008 2018 2019 2020 2021 2022 2023 ~46% of FYE23 Revenue#106arm CHINA 安谋 中国 Exclusive Licensor of Arm IP to China-Headquartered Companies#107東北 arm Arm Technology arm CHINA 安谋 中国 90% Revenue Share#1081 High-Performance + + Power-Efficient Products Extensive Software Ecosystem#109Profit Opportunity: Investing for Sustainable Long-Term Growth Revenues today generated by investments made in prior years Royalty Revenue License Revenue FYE23 Revenues COGS Opex FYE23 Costs Investments today yield license fees and royalty revenues for years and decades to come#110777130 EFFEE 5 tallet 11 110 O Maximizing Profits Increasing Investments in R&D#111arm Products Markets Partners Developers Support & Training Company Arm is Building the Future of Computing From the sensor to the smartphone and the supercomputer. The future is built on Arm. XXX Watch Full Video X XX X#112From Revenues to Profit to Cash Data From FYE23 $2.7Bn Royalty Revenue License Revenue Revenue $0.1Bn COGS 96% GP Margin $2.6Bn Gross Profit $1.9Bn Operating Costs $0.7Bn Operating Income $0.1Bn Non-GAAP Adjustments 29% Non-GAAP Operating Margin $0.8Bn Non-GAAP¹ Operating Income² Depreciation and amortisation for FYE23 totals $170m ¹ Non-GAAP Operating Income and Free Cash Flow are non-GAAP metrics. Please see the Appendix to this presentation for a reconciliation of each to the most directly comparable GAAP metric 2 Non-GAAP Operating Income does not include the full value of share-based compensation expense of $326m, which would give a Non-GAAP operating margin of 39% 23% Revenue to Cash Conversion $0.6Bn Non-GAAP¹ Free Cash Flow#113ENE#114Arm CPUs + + Increase Compute Performance Power Efficient Unrivaled Software Ecosystem SHIL mnous MAN HALFPFFFFFFFFF TELEET HEROILONO#115The Future is Built on arm#116Endnotes Cost & Complexity of SoC Design graph source: IBS Global Semiconductor Industry Service Report - July 2022. Revenue Opportunity: 2022 and 2025. Based on the aggregate value of chips containing Arm technology. Revenue Opportunity chart: Market Share 2020-2022. Based on the aggregate value of chips containing Arm technology. Revenue Opportunity: Royalty Revenue is Profit graph. Based on data derived from royalty reports provided by Arm's customers. China Revenue Opportunity flywheel graphic: Reflects the revenue share for high-value products and the majority of other products.#117Reconciliations: GAAP to Non-GAAP and Adjustments (in USD millions, except per share amounts) Total Revenue Reconciliation of GAAP operating income to Non-GAAP operating income: GAAP operating income Non-GAAP Adjustments: Acquisition-related intangible asset amortization Share-based compensation expense (equity settled) (¹) Costs associated with disposal activities Impairment of long-lived assets Restructuring and related costs Public company readiness costs Other operating income (expenses), net Non-GAAP operating income Non-GAAP operating margin FYE 2023 2,679 671 5 60 4 0 1 42 0 783 29% FYE 2021 2,027 239 11 41 4 3 0 1 5 304 15% FQE June 30, 2023 675 111 1 146 0 0 0 14 0 272 40% (in USD millions, except per share amounts) Reconciliation of Net cash provided by operating activities to Non-GAAP free cash flow: Net cash provided by operating activities Adjusted for: Purchases of property and equipment Purchases of intangible assets Payment of intangible asset obligations Non-GAAP free cash flow FYE 2023 739 (64) (29) (40) 606 FYE 2021(2) 1,233 (104) (61) (38) 1,030 (1) Total share-based compensation expense, including both cash and equity settled awards, was $326 million and $54 million for the fiscal years ended March 31, 2023 and 2021, respectively. Total share-based compensation expense, including both cash and equity settled awards, was $158 million for the fiscal quarter ended June 30, 2023. (2) Includes a one-time $750 million non-cancellable and non-refundable prepayment from a large technology customer. FQE June 30, 2023 (114) (26) 0 (10) (150)