arm IPO Presentation Deck slide image

arm IPO Presentation Deck

Reconciliations: 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)
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