ARM Holdings Plc (ARMH) Q3 2024 Earnings Conference Call February 7, 2024 5:00 PM ET

Company Participants

Ian Thornton - Head of IR

Rene Haas - CEO

Jason Child - CFO

Conference Call Participants

Harlan Sur - JPMorgan

Gary Mobley - Wells Fargo

Thomas O'Malley - Barclays

Vivek Arya - Bank of America Securities

Mehdi Hosseini - SIG

Vijay Rakesh - Mizuho

Ross Seymore - Deutsche Bank

Charles Shi - Needham & Company

Matthew Ramsay - TD Cowen

Andrew Gardiner - Citigroup

Operator

Thank you for standing by, and welcome to Arm's Third Quarter Fiscal Year-End 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speakers’ presentation, there will be a question-and-answer session. [Operator Instructions]

I would now like to hand the call over to Head of Investor Relations, Ian Thornton. Please go ahead.

Ian Thornton

Thank you, Latif. Thank you, everybody. My name is Ian Thornton, and I'm the Head of Investor Relations at Arm. I would like to welcome you to our earnings conference call for the third quarter of the fiscal year ending March 31, 2024. I'm joined today by Rene Haas, the Chief Executive Officer of Arm; and Jason Child, Arm's Chief Financial Officer. Hopefully, you will all have downloaded and read the shareholder letter. If not, it is available on the Arm Investor Relations website at investors.arm.com. The shareholder letter provides a rich update on our strategic progress in the quarter.

Before we begin, I'd like to remind everyone that during the course of this conference call, Arm will discuss forecasts, targets and other forward-looking information regarding the company and its financial results. While these statements represent our best current judgment about the future results and performance as of today, our actual results are subject to many risks and uncertainties that could cause actual results to differ materially from what we expect.

In addition to any risks that we highlight during this call, important risk factors that may affect our future results and performance are described in our registration statement on Form S-1 filed with the SEC on September 14, 2023. Arm assumes no obligation to update any forward-looking statements, which speak only as of the date they are made.

In addition, we refer to non-GAAP financial measures during the discussion. Reconciliations of certain of these non-GAAP financial measures to the most directly comparable GAAP financial measures and a discussion of certain projected non-GAAP financial measures that we were not able to reconcile without unreasonable efforts and supplementary financial information can be found in the shareholder letter that we released earlier today. The shareholder letter and other earnings related materials are available on our website at investors.arm.com.