Arm Holdings plc (ARM) Shareholder/Analyst Call Prepared Remarks Transcript
Summarize this article with:
SA Transcripts159.1K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Arm Holdings plc (ARM) Shareholder/Analyst Call March 24, 2026 1:00 PM EDT Company Participants Rene Haas - CEO & DirectorMohamed Awad - Executive Vice President of Cloud AI Business Unit Conference Call Participants Santosh Janardhan - Meta Platforms, Inc.Kevin Weil - OpenAI, L.L.C.Paul Saab Presentation Unknown Attendee [Presentation] Unknown Attendee Please welcome Arm's Chief Executive Officer, Rene Haas. Rene HaasCEO & Director Such a nice warm welcome. Thank you. So welcome to our live stream audience, watching the Arm Everywhere event. I don't think we've ever done a live stream event like this and to the folks here in the audience, thank you so much for coming to the historic Fort Mason. And you may not know that Fort Mason here in California, was actually an official defense site for the Civil War. And this is where a very famous battle between Alabama, Georgia and California took place. Now you're thinking to yourself, I don't remember that battle. That's why this area looks so pristine. There actually was not a battle. But it actually was a fort. So I thought that was actually kind of neat. I didn't actually know that. So thank you again for attending a big day for us. We have a lot to share with you. So I'm going to jump right into it. When we thought about how to name this event and how to talk about our company, we thought Arm Everywhere was really appropriate because one of the things that we're very proud of that we don't always think about in our daily lives at Arm, but it's really quite impactful. It's just the scale of the company and the scale of the magnitude we have. So when we start looking at numbers, 117 billion, what is the number? That's the total