SoftBank Results Presentation Deck

Guidance (US-GAAP) ● Arm has good visibility of its licensing pipeline although timing, deal size, etc. can change Analysts forecast that the semiconductor industry will continue to recover although trajectory is unclear Revenue Non-GAAP operating expense Non-GAAP fully diluted earnings per share FY2023 Q3 (E) $720M - $800M ~$460M arm FY2023 (E) $2,960M - $3,080M ~$1,765M $1.00 - $1.10 $0.21 - $0.28 (Source) Arm Arm's FY2023 non-GAAP operating expense guidance includes a one-time increase in social security taxes of approximately $45M in the fourth quarter, related to the vesting of certain equity awards following its IPO. For details, see Arm Investor Relations website (https://investors.arm.com/). 33

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