SoftBank Investor Presentation Deck slide image

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 Advisers
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