1、 Corrected Transcript 1-877-FACTSET Total Pages:14 Copyright 2001-2025 FactSet CallStreet,LLC 30-Jul-2025 Arm Holdings Plc(ARM)Q1 2026 Earnings Call Arm Holdings Plc(ARM)Q1 2026 Earnings Call Corrected Transcript 30-Jul-2025 1-877-FACTSET 2 Copyright 2001-2025 FactSet CallStreet,LLC CORPORATE PARTIC

2、IPANTS Jeffrey Thomas Kvaal Vice President-Investor Relations,Arm Holdings Plc Rene Anthony Andrada Haas Chief Executive Officer&Director,Arm Holdings Plc Jason E.Child Executive Vice President&Chief Financial Officer,Arm Holdings Plc .OTHER PARTICIPANTS David OConnor Analyst,Exane BNP Paribas Vivek

3、 Arya Analyst,BofA Securities,Inc.Joe Quatrochi Analyst,Wells Fargo Securities LLC Mark Lipacis Analyst,Evercore Group LLC Andrew Michael Gardiner Analyst,Citigroup Global Markets Ltd.Vijay Raghavan Rakesh Analyst,Mizuho Securities USA LLC Sebastien Naji Analyst,William Blair&Co.LLC Stphane Houri An

4、alyst,Oddo BHF SCA Lee Simpson Analyst,Morgan Stanley&Co.International Plc .MANAGEMENT DISCUSSION SECTION Operator:Good day and thank you for standing by.Welcome to the Arm First Quarter Fiscal Year 2026 Webcast and Conference Call.At this time,all participants are in a listen-only mode.After the sp

5、eakers presentation,there will be a question-and-answer session.Operator Instructions Please be advised that todays conference is being recorded.I would now like to hand the conference over to your first speaker today,Jeff Kvaal,Vice President of Investor Relations.Please go ahead.Jeffrey Thomas Kva

6、al Vice President-Investor Relations,Arm Holdings Plc Thank you very much,Sharon,and welcome,everyone.This is our first earnings call of fiscal year 2026.On the call today are Rene Haas,Arms Chief Executive Officer;and Jason Child,Arms Chief Financial Officer.During the call,Arm will discuss forecas