SoftBank Investor Presentation Deck
SVF1
PROGRESS & HIGHLIGHTS
Al Runs on Arm
As of September 30, 2023
INVESTING
arm
MONETIZATION
VALU
CREATION
Im
Mobile
Higher smartphone
compute tailwind for
Arm-based CPUs
99%
KEY SEGMENTS & 2022 MARKET SHARE ¹
IoT
Continued expansion
into consumer and
industrial verticals
65%
+7%
Automotive
Providing the brains
for demanding
computing systems
Footnotes:
1. Source: Arm F-1 Filing. Market share represents market share by segment as of December 31, 2022, with market share growth representing growth between December 31, 2020, and December 31, 2022.
41%
+8%
Cloud
The information herein is provided solely for illustrative purposes, reflects the current beliefs of SBIA as of the date hereof. Certain information was provided by a third party and SBIA makes no representation regarding the accuracy of the information. The Investments
presented herein are solely for illustrative purposes, have been selected in order to demonstrate examples of SoftBank Vision Fund 1 investments, and do not purport to be a complete list thereof. Please refer to visionfund.com/portfolio for a more complete list of SoftBank
Vision Fund 1 Investments. Past performance of specific investments is not indicative of future company or fund results. The metrics regarding select aspects of the company's operations were selected by SBIA on a subjective basis. Such metrics are provided solely for
illustrative purposes to demonstrate elements of the company's business, are incomplete, and are not necessarily indicative of the company's performance or overall operations. There can be no assurance that historical trends will continue throughout the life of SoftBank
Vision Fund 1. As of the date of this presentation, Vision Fund 1 has sold substantially all its holdings in Arm.
Performance-optimized
CPUs driving growth
in the Cloud vertical
10%
Expanding product line-up positions Arm as core to the Al Revolution
+3%
=SoftBank
Investment AdvisersView entire presentation