ARM Holdings, plc (ARMH) - NASDAQ
  • Mon, Jul. 18, 3:00 PM
    | Mon, Jul. 18, 3:00 PM
  • Mon, Jul. 18, 12:46 PM
    | Mon, Jul. 18, 12:46 PM
  • Mon, Jul. 18, 9:12 AM
    | Mon, Jul. 18, 9:12 AM | 2 Comments
  • Mon, Jul. 18, 2:09 AM
    • SoftBank (OTCPK:SFTBY) has acquired chip designer ARM Holdings (NASDAQ:ARMH) for £24.3B ($32B), as the Japanese telecoms giant bolsters its presence in the growing Internet of Things sector.
    • The deal will see SoftBank pay £17 in cash for each share in ARM, a 43% premium to its closing price last week, marking the largest ever purchase of a European technology company.
    • ARMH +43.6% premarket
    | Mon, Jul. 18, 2:09 AM | 36 Comments
  • Mon, Jun. 27, 9:13 AM
    | Mon, Jun. 27, 9:13 AM
  • Mon, Jun. 20, 9:16 AM
    | Mon, Jun. 20, 9:16 AM | 1 Comment
  • Fri, Jun. 10, 5:36 PM
    • Top gainers, as of 5.25 p.m.: XHR +7.5%. NUS +6.8%. AUY +5.9%. IMMU +4.3%. RBS +3.2%.
    • Top losers, as of 5.25p.m.: ARMH -4.8%. CTRP -3.0%. BHI -2.1%. WFT -2.0%.
    | Fri, Jun. 10, 5:36 PM
  • Wed, May 18, 8:03 AM
    • ARM Holdings (NASDAQ:ARMH) has acquired U.K. imaging products company Apical for $350M.
    • The purchase will support ARM's long-term growth strategy by enabling new imaging products in sectors such as next-generation vehicles, security systems, robotics and smart building.
    • ARMH +2.5% premarket
    | Wed, May 18, 8:03 AM | 1 Comment
  • Wed, Apr. 20, 5:57 AM
    • ARM Holdings (NASDAQ:ARMH): Q1 EPS of £0.08
    • Revenue of $398M (+14.3% Y/Y) beats by $0.49M.
    • Shares +1.19% PM.
    • Press Release
    | Wed, Apr. 20, 5:57 AM
  • Wed, Apr. 20, 4:42 AM
    • SAP's net profit jumped 38% to €572M, indicating that its focus on the cloud is beginning to pay off.
    • ARM Holdings' (NASDAQ:ARMH) pre-tax profits rose 14% to £137.5M, as it expanded licensing growth in a solid first quarter.
    • Hurt by a strong dollar and drop at its Latin American business, Syngenta (NYSE:SYT) reported its fifth straight quarterly decline in sales.
    • ABB suffered a 7% drop in orders, but the Swiss industrial giant's profit fell less than expected.
    • Cheers! Heineken (OTCQX:HEINY) far exceeded analyst expectations, benefiting from a 23% rise in Asian sales due to the Lunar New Year.
    | Wed, Apr. 20, 4:42 AM | 1 Comment
  • Tue, Apr. 19, 5:30 PM
    | Tue, Apr. 19, 5:30 PM | 2 Comments
  • Tue, Mar. 22, 10:28 AM
    • Tech news site Ars Technica reports Apple (AAPL +1.1%) is in "advanced talks" to buy U.K.-based Imagination Technologies (OTCPK:IGNMF), whose PowerVR GPU cores are used within Apple's A-series processors. Imagination is up 19.6% in London; its market cap stands at $869M.
    • Acquiring Imagination would further add to Apple's chip R&D efforts. Right now, those efforts include designing the A-series chips and the custom ARM CPU cores that go into them, the M9 motion co-processor, and fingerprint sensor and LCD timing controller ICs.
    • Apple already owns an 8.4% stake in Imagination, and has often trumpeted the graphics capabilities of its hardware - yesterday, the company declared the A9X processor going into the iPad Pro has more GPU power than an Xbox 360. Apple could presumably buy Imagination with offshore cash.
    • An Apple/Imagination deal could spell an opportunity for ARM (ARMH -0.3%), whose Mali GPU cores compete with Imagination's PowerVR line, to take share at non-Apple Imagination customers such as Samsung. iPhone/iPad audio codec supplier Cirrus Logic (CRUS -1.1%) is down slightly - Imagination's product line includes voice pre-processing IP, but GPU cores drive the lion's share of the company's business.
    • Apple is trading higher a day after revealing the 4" iPhone SE and the 9.7" iPad Pro.
    • Update (11:34): Apple says it doesn't plan to make an offer to buy Imagination, while adding it did hold talks with the company.
    | Tue, Mar. 22, 10:28 AM | 23 Comments
  • Wed, Feb. 10, 3:08 PM
    • ARM (NASDAQ:ARMH) is selling off after posting mixed Q4 results - revenue of $407.9M (+14% Y/Y) beat a $398.1M consensus, while EPS of $0.365 missed a $0.38 consensus.
    • As usual, ARM didn't issue precise sales guidance: The CPU/GPU core developer only said it expects 2016 revenue to be "broadly in line with market expectations." Consensus is for revenue to rise 12% in 2016 to $1.67B.
    • ARM: "Chips based on ARMv8-A [64-bit] technology are expected to continue to gain share in mobile and enterprise markets ... Increased economic uncertainty may influence consumer and enterprise spending, potentially impacting semiconductor revenues and industry confidence ... During [2015] ARMv8-A surpassed 50% share of smartphone shipments, Mali became the industry’s highest-shipping GPU architecture, and our Partners increased their shipments into enterprise infrastructure and embedded markets."
    • Fueling the Q4 sales beat: Royalty revenue rose 31% Y/Y to $216.7M, aided by growing shipments of chips with multiple and/or 64-bit ARM cores (they carry higher royalty rates). Mali GPU/video processor core growth also contributed.
    • On the other hand, tech licensing revenue fell 2% to $158.5M - ARM attributes the drop to a cyclical lull between the signing of 20nm process licenses and upcoming 10nm/7nm signings. 51 processor licenses were signed, down from 53 a year ago. Software/tools revenue rose 19% to $17.3M; services revenue rose 1% to $15.4M.
    • Shipments of ARM-based chips rose 16% to 4B, aided by microcontroller and mobile growth. For the whole of 2015, ARM estimates its IP was in 14.8B of the 46.5B chips shipped globally, with 6B of the ARM-based chips in mobile devices and over 5B in "embedded intelligence" applications. Industry chip shipments are expected to rise to 71B in 2020.
    • ARM's board recommends a final dividend of 5.63 pence/share, up 25% Y/Y. Provided shareholders approve, the final dividend will be paid on May 13 to shareholders on record as of April 22. ARM plans to continue growing its dividend "in line with the growth of the business."
    • ARM's earnings release, slides (.pdf)
    | Wed, Feb. 10, 3:08 PM
  • Wed, Feb. 10, 6:11 AM
    • ARM Holdings (NASDAQ:ARMH): Q4 EPS of £0.08 in-line.
    • Revenue of $407.9M (+14.1% Y/Y)
    • Shares -2.8% PM.
    • Press Release
    | Wed, Feb. 10, 6:11 AM
  • Tue, Feb. 9, 5:30 PM
  • Mon, Feb. 8, 12:29 PM
    • Chipmakers NXP (NXPI -9.3%) and STMicroelectronics (STM -5.6%), CPU/GPU core developer ARM (ARMH -5.5%), and ad tech firm Criteo (CRTO -9%) are down sharply after European indices closed with big losses. France's CAC-40 fell 3.4%, Germany's DAX 3.3%, and the Euro Stoxx 50 3.3%. The Nasdaq is down 2.1%, and the S&P 1.8%.
    • NXP has more than given back the Thursday gains seen after the company posted a Q4 beat and issued in-line Q1 guidance. Today's losses come in spite of an OTR Global note stating NXP could gain NFC chip share with Samsung's Galaxy S7 relative to the S6; the S6 heavily relied on Samsung NFC radios.
    • STMicro is two weeks removed from announcing (with its Q4 report) job cuts and plans to discontinue set-top/home gateway chip R&D. ARM and Criteo report on Wednesday morning.
    | Mon, Feb. 8, 12:29 PM | 2 Comments
Company Description
ARM Holdings Plc engages in the design of microprocessors, physical intellectual property (IP) and related technology and software, and sells development tools for the microprocessors applications. It also licenses and sells its technology and products to electronic companies. It provides... More
Sector: Technology
Industry: Semiconductor - Specialized
Country: United Kingdom