1 ARM Holdings plc Annual General Meeting Warren East - CEO 2 May 2013

2  Major semiconductor companies continue to invest in ARM technology  ARM technology increasingly chosen by market leaders  Computers, servers and sensors becoming new markets for ARM technology  ARM continues to outperform the semiconductor industry  Increasing market share in our target markets  Strong growth in microcontrollers and consumer electronics  Extension of outsourcing model gains traction  Operating leverage delivers increased profit  16% growth in revenue led to a 18% growth in earnings Increasing the ARM value per product Growth in applications Extending IP Outsourcing FY 2012 Highlights 77% Processor Division 12% Physical IP Division 11% Dev. Sys. & Services FY Group Revenues $913m Growth Opportunities

3 Q Highlights  Gaining share as major companies choose ARM for their future designs  Q1 revenues at $263.9m, up 26%  Normalised PBT at £89.4m, up 44%  Normalised EPS at 5.31p, up 58%  Further strong cash generation  Processor Division  Licensing base grows by 22 to over 960  2.6 billion units shipped  $123.4m royalty revenues, up 33% whilst industry revenues up 2% 1 year-on-year  Physical IP Division  Strong demand for POP IP technology for optimising ARM processors Note: 1 – SIA March 2013 Some of the New ARM-based Products Recently Announced More Announcements Expected Through 2013

4 Smart Devices at the Heart of Our Lives Smart metering Sport & Lifestyle Healthcare Security Consumer goods Recreation Gaming & toys Mobile payments Personal devices

5 ARM: Continuing to Outperform Shipments Billions of Units Profit Before Tax Revenue People  ARM has outperformed the industry through the cycle  Profitability growing at the same time as increasing investment in R&D Growth Rate (%) ARM Royalty Revenue ($M) ARM $ Royalty CAGR (08-12) = 17% Industry $ Revenue CAGR (08-12) = 1%  Source: SIA February 2013, excludes memory and analog * Industry data offset 1 quarter to align with ARM’s royalty revenue

6 Cumulative Licensing Drives Royalties  Licensing base is growing by about 100 licenses every year  Internet-connected consumer electronics from smartphones to DTVs  Embedded applications such as microcontrollers and networking  Growing base yields royalty revenues over long period  Leading semiconductor companies have made long-term, strategic commitments to ARM technology Significant Royalty Potential from Recent Licenses ~980 ~250 licenses ~300 ~430 ~430 most recent licenses are drivers of ARM’s future royalty Pre YTD Cumulative Licenses ~

7 ARM Partnership Momentum 2002: 1 Billion Cumulative 2010: 25+ Billion Cumulative 2020: 150+ Billion Cumulative Millions of units shipped per quarter Billion Cumulative 1 Billion Cumulative 150+ Billion Cumulative 150+ Billion Cumulative 35+ Billion Cumulative 35+ Billion Cumulative ~960 Licenses, ~320 Partners, ~50% Shipping 2012 ARM is growing into new markets and product categories ARM ® Architecture is the number one by volume

8 Strong Balance Sheet and Cash Generation  Healthy margins drive strong cash generation of £267m in 2012  Net cash of £520m at end 2012  Expect to retain cash rich balance sheet  Total cash return of £506m over 6 years  £244m via dividend  £262m via buyback  Progressive dividend policy  2012 dividend increased by 30% Dividend Growth Strong Cash Generation

9 Summary  ARM has outperformed the semiconductor industry through both downturn and recovery  Innovative new products were launched in 2012 and we have increased investment in the next generation  Influential companies are choosing to develop their next generation products around ARM  Our share grew in all our target markets and we expect our opportunity to grow for years to come  Operating leverage of business model and financial discipline delivers earnings growth and strong cash generation  ARM has made an encouraging start to 2013

10 ARM Holdings plc Results of Proxy Voting

11 Results of Poll Voting VOTES FOR %VOTES AGAINST %VOTES TOTAL % of ISC VOTED VOTES WITHHELD 11,078,494, ,414, ,090,908, %4,945,383 21,094,053, , ,094,091, %1,762,042 31,065,521, ,481, ,091,003, %4,850,706 41,051,495, ,536, ,075,032, %20,821,038 51,079,460, ,570, ,094,031, %1,822,215 61,083,569, ,440, ,094,010, %1,843,246 71,069,067, ,891, ,082,959, %12,894,236 81,079,873, ,151, ,094,025, %1,828,105 91,080,059, ,800, ,092,859, %2,993, ,080,837, ,183, ,094,020, %1,832, ,083,976, ,026, ,094,002, %1,850, ,078,778, ,200, ,093,979, %1,874, ,079,852, ,176, ,094,028, %1,824, ,037,517, ,229, ,071,747, %24,106, ,048,890, ,895, ,082,786, %13,067, ,039,176, ,683, ,079,860, %15,993, ,406, ,727, ,092,133, %3,719, ,093,249, , ,093,808, %2,044, ,093,219, , ,093,985, %1,868, ,626, ,405, ,094,032, %1,821,647