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

2. 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. 3 Q1 2013 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. 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. 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. 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 2009 2010 2011 2012 YTD 2009 2013 Cumulative Licenses 1000 500 0 ~550 +87 +91 +122 +110 +22

7. 7 ARM Partnership Momentum 2002: 1 Billion Cumulative 2010: 25+ Billion Cumulative 2020: 150+ Billion Cumulative Millions of units shipped per quarter 2002 2020 1 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. 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. 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. 10 ARM Holdings plc Results of Proxy Voting

11. 11 Results of Poll Voting VOTES FOR %VOTES AGAINST %VOTES TOTAL % of ISC VOTED VOTES WITHHELD 11,078,494,09998.8612,414,2661.141,090,908,36578.11%4,945,383 21,094,053,468100.0038,2380.001,094,091,70678.33%1,762,042 31,065,521,90497.6625,481,1382.341,091,003,04278.11%4,850,706 41,051,495,61297.8123,536,7982.191,075,032,41076.97%20,821,038 51,079,460,47498.6714,570,7591.331,094,031,23378.33%1,822,215 61,083,569,70599.0510,440,4970.951,094,010,20278.33%1,843,246 71,069,067,87198.7213,891,3411.281,082,959,21277.54%12,894,236 81,079,873,59298.7114,151,7511.291,094,025,34378.33%1,828,105 91,080,059,68998.8312,800,1381.171,092,859,82778.25%2,993,621 101,080,837,71298.7913,183,0861.211,094,020,79878.33%1,832,650 111,083,976,24499.0810,026,2820.921,094,002,52678.33%1,850,922 121,078,778,42998.6115,200,8801.391,093,979,30978.33%1,874,139 131,079,852,35398.7014,176,3521.301,094,028,70578.33%1,824,743 141,037,517,75796.8134,229,3543.191,071,747,11176.73%24,106,337 151,048,890,48796.8733,895,7763.131,082,786,26377.52%13,067,185 161,039,176,52196.2340,683,5863.771,079,860,10777.31%15,993,341 17873,406,25179.97218,727,63220.031,092,133,88378.19%3,719,622 181,093,249,41999.95559,4930.051,093,808,91278.31%2,044,643 191,093,219,80699.93765,3750.071,093,985,18178.33%1,868,674 20944,626,83986.34149,405,26213.661,094,032,10178.33%1,821,647