Q2 2014 Highlights

Q2 2014 Highlights ARM reports Q2 group revenues of $310m and EPS of 5.43p

Our continued strong licensing performance reflects the intent of existing and new customers to base more of their future products on ARM technology. This bodes well for growth in ARM’s medium and long-term royalty revenues.

“

Simon Segars CEO

Performance overview 2014 Q2

2013 Q2

Revenue ($)

309.6m

264.3m

Licensing revenue ($)

146.1m

102.6m

Royalty Revenue ($)

135.5m

135.3m

Operating Margin

48.9%

48.6%

Earnings per share (p)

5.43p

4.89p

Dividend (p)

2.52p

2.10p

+17% +42% +0% +11% +20%

Growth drivers

41

Licenses signed by market

licences signed taking the total number of licences signed to 1,062

by processor

3

8

Home

4

13

Mali

Enterprise

Cortex-A/R

21

Mobile

13

Embedded

20

Cortex-M

Royalty units

2.7bn

by market 17%

by processor

5%

Home

33%

Enterprise

ARM-based chips reported as shipped in the quarter Total reported as shipped is more than 56 billion

43%

44%

Cortex-M

Classic ARM

Mobile

4%

35%

Cortex-R

Embedded

19%

Cortex-A

Global talent Net hires

Net hires

UK

US

73

54

+

+

Total in region 1,258

Total in region 723

Net hires

Rest of Europe

46

+

Total in region 401

Net hires Asia Pacific

Net hires

12

+

India

26

211

+

Total in region 241

Total in region 421

net hires since start of the year. Total number of employees 3,044

Key stories ARM Partners announce progress in ARMv8-A based servers: • AMD disclosed a roadmap of ARM-based chips for server and client computing markets • Applied Micro partners with multiple server companies using their X-Gene chip • Cavium disclosed details of its Thunder-X chips for data centre and cloud applications

Ecosystem announces support for ARMv8-A architecture: • Google announced the latest version of the Android operating system which includes support for the ARMv8-A architecture • Mediatek announced the MT6795 with an ARMv8-A big. LITTLE octa-core configuration for smartphones and tablets

Developer community benefit from new low-cost development boards for ARM technology: • NXP announced that its popular LPCXpresso development boards now support the ARM mbed™ platform for Internet of Things applications • Arduino Zero is a simple and powerful ARM based development board, providing creative individuals with the potential to realize truly innovative ideas.

News this quarter Click on story panels for links to more information.

AMD Unveils Ambidextrous Computing Roadmap

ARM Establishes World-Class CPU Design Center in Taiwan

Cavium Introduces ThunderX™: A 2.5 GHz, 48 Core Family of Workload Optimized Processors for Next Generation Data Center and Cloud Applications ARM acquired Duolog Technologies

NXP LPCXpresso and ARM’s mbed platform now fully aligned MediaTek Launches 64-bitTrue Octacore™ LTE Smartphone SoC with World’s First 2K Display Support

Actions Semiconductor Licenses ARM Cortex-A50 Processor Family to Target 64-bit Tablet Market AppliedMicro Announces Readiness of 64-bit ARM(R)Based Server SoC for High Performance Computing

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