ARM Holdings, plc
 (ARMH)

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  • Jul. 28, 2011, 2:48 PM

    With PC industry pessimism steadily rising, analysts think laptops featuring chips using ARM Holdings (ARMH) CPU designs, made possible by Microsoft's (MSFT) Windows 8, could provide a lift by enabling "lighter machines with all-day battery life." Nvidia (NVDA) and Qualcomm (QCOM) are looking to sell ARM-based chips to PC manufacturers.

    | Jul. 28, 2011, 2:48 PM | 3 Comments
  • Jul. 26, 2011, 8:55 AM

    More on ARM Holdings' (ARMH) Q2: EPS of $0.09 beats $0.08 consensus. License revenue +50% Y/Y, royalty revenue +17%. 29 CPU licenses signed, compared with 39 in Q1. Company expects small sequential increase in Q3 royalty revenue, and sees overall second-half revenue in line with expectations. ARMH -0.3% premarket. (PDF)

    | Jul. 26, 2011, 8:55 AM
  • Jul. 26, 2011, 3:37 AM

    ARM Holdings (ARMH) Q2 net profit +21% Y/Y to £26.6M ($43.2M) and revenue +18% to £117.8M, boosted by demand for its microchip designs, which are used in smartphones, tablets and TVs. ARM expects strong performance in license revenues in H2. (PR)

    | Jul. 26, 2011, 3:37 AM
  • Jul. 26, 2011, 12:05 AM

    Notable earnings before Tuesday's open: AKS, AMLN, ARMH, AVY, BIIB, BP, CIT, CMI, COV, DB, F, HSY, ITW, JBLU, KCI, LMT, LXK, MMM, NOV, ODP, OXY, PCAR, PCX, RF, RSH, SIAL, SPG, SVU, TLAB, TROW, UA, UBS, UPS, VLO, WAT, WDR, WFT, WPI, WU

    | Jul. 26, 2011, 12:05 AM | 1 Comment
  • Jul. 25, 2011, 8:45 AM
    Chips using ARM Holdings' (ARMH) CPU cores might not just threaten Intel (INTC) and AMD in the PC market; Dell (DELL) is considering using ARM-based chips for servers as well, noting the potential for "power and density advantages." However, Dell cautions that a "software ecosystem" for ARM servers still needs to be developed.
    | Jul. 25, 2011, 8:45 AM
  • Jul. 20, 2011, 9:26 AM

    Apple's (AAPL) earnings prowess spills over to its suppliers, as Cirrus Logic (CRUS), supplier of chips used in Apple devices such as the iPod and iPad, +8.1% premarket. Fellow Apple suppliers also higher: ARMH +2.5%, BRCM +1.8%, OVTI +4.4%.

    | Jul. 20, 2011, 9:26 AM
  • Jul. 18, 2011, 3:47 PM

    Quick take on iSuppli/ARM: If accurate, iSuppli's forecast translates into billions in lost revenues for Intel (INTC) and AMD. However, it presents a huge opportunity for Nvidia (NVDA) and Qualcomm (QCOM), who are developing ARM chips for the PC market. The opportunity becomes larger if Apple (AAPL) and others use ARM chips in high-end notebooks, due to their low power consumption.

    | Jul. 18, 2011, 3:47 PM | 4 Comments
  • Jul. 18, 2011, 3:46 PM
    iSuppli sees nearly 23% of all notebooks shipped in 2015 running on chips featuring ARM (ARMH) CPU designs, due to hit the PC market next year with the arrival of Microsoft's (MSFT) Windows 8. Strong demand for ARM-based systems is especially seen among sub-$700 notebooks, where cutting-edge performance isn't demanded.
    | Jul. 18, 2011, 3:46 PM
  • Jul. 11, 2011, 9:12 AM
    JMP Securities' Alex Gauna is slashing AMD (-2.9% premarket) to Market Underperform, claiming AMD's Fusion processors aren't faring well with PC OEMs and retailers. Gauna also believes OEMs could abandon AMD as their main alternative to Intel (INTC) once PCs featuring chips using ARM Holdings (ARMH) CPU cores arrive.
    | Jul. 11, 2011, 9:12 AM | 1 Comment
  • Jul. 8, 2011, 9:00 AM

    Premarket gainers: AMLN +6%. GERN +4%.
    Losers: XXIA -19%. ALV -8%. PMI -7%. VE -5%. RDN -4%. DANG -4%. CREE -4%. RENN -5%. MWE -4%. NOK -3%. SOL -3%. YOKU -3%. STD -3%. MPEL -3%. E -3%. AEO -3%. ARMH -3%. LYG -3%. SDRL -3%. RBS -3%.

    | Jul. 8, 2011, 9:00 AM
  • Jul. 5, 2011, 9:45 AM
    AMD is planning an update to its Brazos platform for netbooks and tablets, code-named Hondo. Hondo may offer better graphics performance than Intel's (INTC) Oak Trail, but Intel is likely to stay ahead in power consumption. In addition, AMD has to deal with declining netbook sales, and ARM Holdings' (ARMH) dominance in tablets.
    | Jul. 5, 2011, 9:45 AM
  • Jul. 1, 2011, 12:12 PM
    Can the good times last for ARM Holdings (ARMH)? Many analysts are skeptical. To help justify its valuation, ARM needs to boost its royalty rate - 1.85B shipments of ARM-based chips in Q1 netted only $98.6M in royalties. That's why ARM's success in penetrating the PC market, where royalties per chip should be relatively high, is crucial.
    | Jul. 1, 2011, 12:12 PM
  • Jul. 1, 2011, 8:39 AM

    Nvidia (NVDA) might finally be preparing to take on Intel (INTC) and AMD in the PC CPU market. Enthusiast site BSN is reporting Nvidia is developing an 8-core chip for its Tegra family that targets notebooks running Windows 8, which will support the Tegra line and other chips featuring ARM Holdings (ARMH) processor cores.

    | Jul. 1, 2011, 8:39 AM
  • Jun. 30, 2011, 10:59 AM

    Evercore's Patrick Wang starts coverage on Intel (INTC) with a hold rating and $24 PT. Though praising Intel's manufacturing and process technology leads, Wang is concerned about Intel's standing relative to ARM Holdings (ARMH) designs in mobile devices, and the potential for AMD's processor revamp to drive PC share gains.

    | Jun. 30, 2011, 10:59 AM
  • Jun. 16, 2011, 3:11 PM
    Consumer interest in tablets is “staggering,” and sales will grow at a compounded annual rate of 66% through 2015, Sanford Bernstein writes. Apple (AAPL), of course, will dominate tablets “for the foreseeable future," while Texas Instruments (TXN) is well-positioned with chips based on ARM Holdings (ARMH) designs; Intel (INTC) is "likely to miss the boat."
    | Jun. 16, 2011, 3:11 PM | 10 Comments
  • Jun. 2, 2011, 8:01 AM

    Microsoft (MSFT +0.3%) yesterday previewed its new operating system, a touch-screen version of Windows that will operate on tablets and personal computers. Windows 8 is the first full edition of the OS capable of running on chips based on technology from ARM (ARMH).

    | Jun. 2, 2011, 8:01 AM | 2 Comments
Company Description
ARM Holdings PLC designs microprocessors, physical IP and related technology and software, and sells development tools to enhance the performance and energy-efficiency of high-volume embedded applications.