---
title: "SoftBank Group Publishes Arm Fireside Chat Transcript"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/305424159.md"
description: "SoftBank Group published a transcript of Arm's November 11, 2026 fireside chat. Key highlights include SoftBank IR head Jun Ohama noting Arm represents over 50% of SoftBank's equity value. Ian Thornton discussed closer coordination among Arm, Ampere, and Graphcore under shared leadership. Arm reported quarterly licensing revenue exceeding $200 million and secured nearly $2 billion in customer orders for fiscal years ending 2027-2028, with first deliveries expected in March."
datetime: "2026-11-13T07:06:43.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/305424159.md)
  - [en](https://longbridge.com/en/news/305424159.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/305424159.md)
generator: "portal-rs"
---

# SoftBank Group Publishes Arm Fireside Chat Transcript

-   The November 11, 2026 Arm fireside chat featured Jun Ohama, Ian Thornton and Bernstein analyst David Dai. \* SoftBank Group’s global investor relations head Ohama called Arm strategically important, representing more than 50% of its equity holdings value at September-end. \* Thornton described closer coordination among Arm, Ampere and Graphcore under their shared leadership, while keeping the businesses separate. \* Arm’s SoftBank-related licensing revenue exceeds $200 million quarterly, reflecting design services for semiconductor projects that could generate future royalties. \* Arm secured customer orders worth just under $2 billion across fiscal years ending 2027 and 2028; first commercial deliveries are expected in March. Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. SoftBank Group Corp. published the original content used to generate this news brief on November 13, 2026, and is solely responsible for the information contained therein. © Copyright 2026 - Public Technologies (PUBT) Original Document: here

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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**