Publishing a book on the history of ARM was an incredible experience. In business it is always important to remember how you got to where you are today to better prepare for where you are going tomorrow. The book “Mobile Unleashed” started at the beginning of ARM (Acorn Computer) where a company went from a crazy idea a couple of engineers… Read More
Softbank’s acquisition of ARM Holdings was not only unexpected, but also the valuation was astonishingly high. Softbank is acquiring ARM for $32.2B or 23x CY15 revenue and 46x CY16 earnings. This was a 46% premium to the prior day’s closing price before the announcement of the acquisition. The questions to ask are: Why is Softbank… Read More
We have written a lot of research and notes about the China server market and their unique needs as it relates to security and intellectual property and the ways western server OEMs and chipmakers like Intel, Advanced Micro Devices, ARM Holdings, Qualcomm and IBM’s OpenPOWER are addressing the challenge.
Basically, China wants… Read More
Last week was ARM’s quarterly earnings call. Simon Segars, the CEO, and Tim Score, the CFO, presented from London.
First, the numbers:
ARM announced their Q1 results yesterday. Having just written that Intel lost $1B in mobile, I guess I could have used the title “ARM didn’t lose $1B in mobile.” They made $100M (on revenues of $300M). So let’s start off with what their results actually were and then look at what other things of interest … Read More
