Arm Holdings plc Files 20-F for Fiscal Year Ended March 31, 2026: Revenue Concentration, Production Silicon Expansion, and Key Risk Disclosures
Arm Holdings plc's annual 20-F filing for fiscal year 2026 discloses customer and geographic revenue concentration, an expanding push into production silicon, and a detailed risk framework spanning competition, geopolitics, and business-model transition.
Sourced from the primary SEC filing. 20-F filed May 26, 2026 · SEC EDGAR ↗
Summary
Arm Holdings plc filed its annual report on Form 20-F with the U.S. Securities and Exchange Commission on May 26, 2026, covering the fiscal year ended March 31, 2026. The filing discloses that the company's top five customers collectively accounted for approximately 57% of total revenue during the fiscal year, while revenues from the People's Republic of China represented approximately 18% of total revenue. Management also disclosed an expanded strategic direction into production silicon products, including the Arm AGI CPU, a move the company itself characterizes as introducing materially different risk profiles compared to its traditional IP licensing model.
Key metrics
Top five customers (including Arm China and SoftBank Group) collectively accounted for approximately 57% of total revenue in FY2026, up from 56% in FY2025 and 54% in FY2024, as disclosed in the filing.
Prior-year comparative figure for top five customer revenue concentration.
Two-year prior comparative figure for top five customer revenue concentration.
Arm China individually accounted for approximately 16% of total revenue in FY2026, down from 17% in FY2025.
Prior-year comparative figure for Arm China revenue concentration.
Two-year prior comparative figure for Arm China revenue concentration.
Revenues from the PRC (including Arm China-derived revenues) represented approximately 18% of total revenue in FY2026.
Prior-year comparative figure for PRC revenue concentration.
Two-year prior comparative figure for PRC revenue concentration.
Total revenues derived from the PRC increased by 17% compared to the prior fiscal year, driven mainly by royalty revenue growth, as stated in the filing.
Mobile applications processors constituted approximately 43% of royalty revenue for the fiscal year ended March 31, 2026, as disclosed in the filing.
The company disclosed purchase commitments of approximately $100 million to be purchased over the next 12 months in connection with an agreement to arrange for certain semiconductor products to be supplied by a third party to a customer.
Total ordinary shares of Arm Holdings plc outstanding as of the close of the period covered by the annual report.
Keep reading with a membership
You’ve read the impersonal summary and the extracted KPIs for “Arm Holdings plc Files 20-F for Fiscal Year Ended March 31, 2026: Revenue Concentration, Production Silicon Expansion, and Key Risk Disclosures”. The complete analysis — segment walk-throughs, filing-by-filing reasoning, and the data tables — is reserved for members.
- Every published deep-dive, unlocked in full
- Structured KPI snapshots straight from the filings
- Same impersonal, educational framing — no advice, ever