ARM DIGITAL

Enterprise Technology Stack & Vendor Relationships

Arm Holdings plc is a UK public company limited by shares and the parent holding company of the Arm Group. SoftBank Group Corp. held 87.1% of ordinary shares and majority voting control as of 20 May 2025; as of 21 May 2026, Arm reported that SoftBank Group beneficially owned 922,733,999 ordinary shares, approximately 86.4% of issued share capital and a majority of voting power, through Kronos II LLC, an indirect wholly owned subsidiary. ^{1, 2}

While SoftBank ownership exceeds 70%, its controlled affiliates have governance-designation and pre-emption rights under Arm’s shareholder governance agreement, including the right to designate seven candidates to an eight-member board, or up to eight candidates after increasing the board to nine. ¹

Arm provides SoftBank Group and its affiliates technical consultancy and advisory services concerning potential transactions, strategic partnerships, licensing agreements, and commercial arrangements; the available filing does not identify Cybereason or an Israeli state customer as a subject of that agreement. ¹

Arm acquired Israel-based Sansa Security in July 2015, describing the company as a provider of hardware-security IP and software for advanced IoT and mobile system-on-chip components. ³

Arm stated that Sansa technology would be integrated into its TrustZone and IoT portfolios, including hardware isolation and trusted-execution-environment software intended to protect code, data, and connected-device data flows. ³

The available 2015 announcement does not independently establish the current deployment or marketing status of individual former Sansa product lines. ³

No public evidence identified of Arm licensing, subscribing to, procuring from, or integrating a specifically identified Israeli-origin enterprise vendor, including Check Point, Wiz, SentinelOne, CyberArk, NICE, Verint, Claroty, or Palo Alto Networks, within the reviewed source set. ^{1, 4}

No public evidence identified of a named systems integrator, IT-outsourcer, digital-transformation consultancy, or managed-service provider deploying Israeli-origin technology for Arm. ^{1, 4}

Surveillance, Biometrics & Retail Technology

No public evidence identified of Arm directly procuring or deploying Israeli-origin facial recognition, biometric identification, gait analysis, behavioural analytics, retail analytics, predictive-policing, social-media monitoring, sentiment monitoring, or workforce-surveillance products. ^{1, 4}

No public evidence identified that such capabilities reach Arm indirectly through a named managed-service provider or bundled enterprise suite. ^{1, 4}

The reviewed filings and corporate materials do not disclose Arm’s internal surveillance, biometrics, retail-technology, or employee-monitoring vendor stack. ^{1, 4}

No public evidence identified in the bounded research of another SoftBank-controlled investment or acquisition in an Israeli biometric or surveillance company; this is a search-scoped finding, not a portfolio-wide absence determination. ^{5, 6, 7, 8, 9, 10}

Cloud Infrastructure, Data Residency & Sovereign Cloud Participation

Arm’s FY2025 consolidated accounts attribute $59 million of non-current assets to Israel, compared with $60 million in FY2024. ¹¹

The accounts do not identify those Israeli non-current assets as data centres, cloud infrastructure, or infrastructure serving a government customer. ¹¹

No public evidence identified that Arm operates, leases, or co-locates data-centre infrastructure in Israel, or provides Israeli government cloud, sovereign-cloud, data-residency, or resilience services. ^{1, 4}

No public evidence identified of Arm participation in Project Nimbus or another publicly documented Israeli state cloud programme. ^{1, 4, 12}

The reviewed disclosures do not specify hosted-data locations, network routing, legal-access arrangements, or data-processing responsibilities for Arm’s Israeli operations. ^{1, 4}

No public evidence identified in the reviewed materials specifying whether Arm Israel collects, stores, routes, processes, or has legal access to Arm customer, employee, licensee, or product-telemetry data. ^{1, 13}

No public evidence identified in the bounded research of another SoftBank-controlled investment or acquisition in an Israeli data-infrastructure company; this remains a search-scoped finding rather than a portfolio-wide absence determination. ^{5, 6, 7, 8, 9, 10}

Defence, Intelligence & Security Sector Technology Relationships

No public evidence identified of a verified direct contract, service agreement, partnership, or procurement relationship between Arm or its Israeli subsidiary and the Israeli Ministry of Defense, the IDF, Israeli intelligence bodies, or another Israeli security agency. ^{1, 4, 12}

No public evidence identified of Arm developing, selling, licensing, or maintaining offensive cyber capabilities, zero-day exploit tools, digital weapons, or weapons systems for Israeli state actors. ^{1, 4}

This conclusion does not determine downstream uses of Arm-architecture chips by independent licensees, for which the reviewed research did not identify contract-specific evidence attributable to Arm. ⁴

No public evidence identified of Arm providing AI/ML, computer-vision, target-generation, automated threat-detection, autonomous decision-support, or autonomous-tracking systems to Israeli state, military, or security bodies. ^{1, 4, 12}

SoftBank’s documented Cybereason relationship concerns cyber-defence and endpoint-security technology rather than a documented Israeli state-security end use. SoftBank Corp. led a $59 million funding round in September 2015, announced in October 2015, alongside CRV and Spark Capital; the announcement described Cybereason as a cyber-attack-defence platform provider, stated that its founders had worked in Israeli intelligence cyber-security, and identified its Boston headquarters and Tel Aviv office. ⁵

SoftBank Corp. and Cybereason formed Cybereason Japan Corp. in April 2016 to offer Cybereason’s AI-enabled cyber-security platform in Japan. The announcement identifies both as shareholders but does not disclose their ownership percentages. ⁶

SoftBank Corp. announced a further $100 million investment in June 2017 and stated that SoftBank was expected to become Cybereason’s largest shareholder; it also described Cybereason Japan as a joint venture through which the product was sold in Japan. ⁷

Cybereason announced investments and commitments totalling $200 million from SoftBank Group Corp. and its affiliates in August 2019, reporting approximately $400 million in total invested and committed capital. ⁸

SoftBank Vision Fund 2 participated in Cybereason’s $275 million 2021 crossover financing, which Cybereason described as supporting XDR, EDR, endpoint protection, anti-ransomware, and threat-hunting technology. ⁹

Cybereason announced a further $100 million investment led by SoftBank Corp. in April 2023 to support its XDR, EDR, and endpoint-protection work; this is the latest verified SoftBank/Cybereason financing identified in the bounded research. ¹⁰

The available announcements do not consistently disclose the amount attributable to each SoftBank vehicle, the resulting exact Cybereason ownership percentage, current ownership, an exit, or the present status of the 2016 Japanese joint venture. ^{5, 7, 8, 9, 10}

No public evidence identified in the reviewed primary sources that SoftBank Group, SoftBank Corp., SoftBank Vision Fund 2, or Cybereason supplied Cybereason technology to an Israeli ministry, IDF, intelligence body, settlement authority, or occupied-territory operation. ^{5, 6, 7, 8, 9, 10}

No public evidence identified in the bounded research of Israeli government procurement, Israeli Ministry of Defence, IDF, intelligence, police, or settlement-authority contracting with Arm Technology Israel Ltd., Arm Holdings plc, or the identified SoftBank/Cybereason relationships. ^{1, 5, 6, 7, 8, 9, 10}

AI, Algorithmic & Autonomous Systems

Arm reported a $5 million investment in NeuReality Limited’s preferred shares in FY2025, settled in exchange for access to an equivalent value of Arm IP. ¹¹

Arm identified NeuReality’s registered office as Caesarea, Israel, reported a 21.2% holding in the relevant Series B share class and 1.9% voting power, and described its principal activity as research and development. ¹¹

The available filing does not characterize the NeuReality investment as an Israeli government, military, intelligence, or security-sector relationship. ¹¹

Cybereason’s documented technology includes AI-enabled analysis, behavioural detection, XDR, EDR, endpoint protection, anti-ransomware, threat hunting, and managed services. ^{5, 6, 9, 10}

No public evidence identified that Arm platforms were trained on, or granted access to, civilian, communications, or surveillance-derived data from Israel or the occupied Palestinian territory. ^{1, 4, 12}

No public evidence identified of an Arm relationship with an Israeli state body involving autonomous targeting, surveillance-derived training data, or operational decision systems. ^{1, 4, 12}

No public evidence identified in the bounded research of another SoftBank-controlled investment or acquisition in an Israeli AI, SIGINT, or military-technology company. This is a search-scoped finding, not a portfolio-wide absence determination. ^{5, 6, 7, 8, 9, 10}

Technology Ecosystem & R&D Footprint

Arm’s FY2025 subsidiary exhibit lists Arm Technologies Israel Ltd. as incorporated in Israel and 100% owned by Arm Holdings plc. ¹⁴

Arm’s FY2026 filing identifies an Israeli subsidiary as “Arm Technology Israel Ltd.” in disclosures concerning employee equity awards, evidencing an ongoing Israeli employing entity but not its technical remit or customer base. ¹

Arm’s FY2025 filing also identifies “Arm Israel” in connection with cash-settled employee RSUs. ⁴

Arm’s official office directory lists an office at 24 Zarhin Street, POB 4334, Ra’anana 4366249, Israel. ¹⁵

Arm’s current Ra’anana careers page describes Arm Israel primarily as a development hub with software and hardware engineering, security-IP, architecture, project-management, GPU, machine-learning, and AI teams. ¹³

The office directory and careers page do not state the office’s legal-entity mapping, headcount, data-processing role, customer names, hosted-data locations, government customers, or whether it is located within occupied territory. ^{15, 13}

No public evidence identified in the reviewed corporate records that Arm’s Ra’anana office is located in the West Bank, East Jerusalem, the Golan Heights, or another internationally recognized occupied territory. ^{4, 15, 13}

No public evidence identified of a patent co-development arrangement or material licensing agreement between Arm and Technion, Hebrew University, Weizmann Institute, or another identified Israeli research institution. ^{1, 4}

No public evidence identified in the reviewed materials of the Israeli company-registration number, directors, ownership changes after FY2025, headcount, or internal reporting line of Arm Technology Israel Ltd. ^{1, 4}

Civil Society Scrutiny & Regulatory History

A document-scoped full-text review found no mention of Arm in the UN Special Rapporteur’s 2025 report From economy of occupation to economy of genocide. ¹²

A document-scoped full-text review found no mention of Arm in the OHCHR’s 2023 settlement-business database update or its 2025 database update. ^{16, 17}

A document-scoped full-text review found no mention of Arm in the BDS Movement’s 30 November 2024 boycott guide. ¹⁸

These document-scoped findings do not establish the absence of references in all UN, civil-society, regulatory, litigation, or campaign materials. ^{12, 16, 17, 18}

No public evidence identified in the reviewed source set of a regulatory inquiry, court action, export-control action, sanctions investigation, technology-sales litigation, or organised boycott campaign directed specifically at Arm for technology provision to Israeli state institutions or operations in occupied territories. ^{1, 4, 12, 18}