ARM Holdings, plc

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  • Apr. 8, 2013, 11:58 AM

    H-P (HPQ -0.9%) unveils its first Moonshot system, the fruits of a much-hyped effort to develop the kind of densely-packed, low-power systems many Web/cloud service providers have embraced. The first Moonshot server uses Intel's (INTC) S1200 (Centerton) Atom CPU. 45 of them fit into a small enclosure containing shared power/networking/storage components, and H-P claims 1,800 servers can fit into a rack. AMD and ARM-based (ARMH) servers will arrive later. The likes of Google, Facebook, and Amazon probably won't adopt Moonshot, but some enterprises and service providers hoping to emulate those firms might.

    | Apr. 8, 2013, 11:58 AM | 13 Comments
  • Mar. 25, 2013, 1:01 PM

    Apple (AAPL) "will introduce the first 64-bit ARM-based chip this year," writes Evercore's Patrick Wang. Wang doesn't state which Apple products the chip will go into, but does note the adoption of 64-bit parts will lift ARM's (ARMH +3.4%) royalty rates. He also sees a 2H ramp in chips using ARM's big.LITTLE architecture boosting rates, and talks up the potential of ARM server CPUs from Applied Micro (AMCC -1.5%) and Cavium (CAVM -0.5%) - Wang sees AMCC's X-Gene CPU cementing its early lead in the market. ARM announced its 64-bit Cortex-A50 cores in October. (previous: I, II)

    | Mar. 25, 2013, 1:01 PM | 30 Comments
  • Mar. 22, 2013, 5:48 PM

    Windows RT (MSFT) has "a very bright future," insists Microsoft exec Michael Angiulo, addressing concerns about the ARM-powered (ARMH) OS' viability in the wake of weak sales and industry criticism. Angiulo suggests the performance of future ARM chips will give RT a boost, and actually argues RT's inability to support legacy Windows apps is good for the user experience. The Verge's Aaron Souppouris isn't sold, not after seeing a Windows 8 Pro system running an Intel (INTC) Clover Trail Atom CPU easily outperform RT systems. (Intel Bay Trail)

    | Mar. 22, 2013, 5:48 PM | 39 Comments
  • Mar. 19, 2013, 7:04 PM

    Incoming ARM (ARMH) CEO Simon Seagars promises his company will remain the Switzerland of the chip world. "We have 300 licensees ...  they rely on the neutrality of our position." He suggests the proliferation of ARM chips that interact with cheap sensors will be a priority. "Low-cost microcontrollers with a wireless interface ... There will be billions of these." William Blair notes Segars has been "groomed for the CEO role," and is well-known in the tech world. (Warren East's retirement)

    | Mar. 19, 2013, 7:04 PM | 1 Comment
  • Mar. 19, 2013, 4:15 AM

    ARM Holdings (ARMH) CEO Warren East will retire on July 1 after 12 years in the job and be replaced by company President Simon Seagars, who joined ARM in 1991. East has transformed Arm as CEO, taking it from a company with one processor product line found mainly in mobile phones to a firm with a broad portfolio and 300 semiconductor customers. Arm shares are -0.9% in London. (PR)

    | Mar. 19, 2013, 4:15 AM | 2 Comments
  • Mar. 15, 2013, 9:45 AM
    An upgrade to Buy from Jefferies sends ARM (ARMH +2.9%) to $43. Jefferies' move follows a string of January downgrades that failed to halt the CPU core giant's rise. ARM now trades at 38x 2014E EPS.
    | Mar. 15, 2013, 9:45 AM | 5 Comments
  • Mar. 6, 2013, 7:07 PM

    ARM's (ARMH) CPU cores are going into Baidu's data centers ... and they might also wind up in human stomachs. Marvell (MRVL) says Baidu will use its ARM-based Armada XP server CPUs in systems handling cloud storage services. Meanwhile, Freescale (FSL) has developed an ARM-based microcontroller that measures just 1.9 x 2 mm, and says it's working with customers/partners on "products that can be swallowed." Though ARM mobile and server chips get more press, the company's growing microcontroller share is driving much of its unit growth. (previous)

    | Mar. 6, 2013, 7:07 PM | 2 Comments
  • Mar. 5, 2013, 5:09 PM

    Texas Instruments (TXN) is the latest ARM CPU supplier for H-P's (HPQ) Project Moonshot, which aims to create ultra-dense, low-power servers that will appeal to the Internet companies now driving industry growth. TI's chips will use ARM's (ARMH) high-end Cortex-A15 cores, and be based on its KeyStone architecture. The tie-up drives home TI's commitment to ARM processors, in spite of its retreat from the mobile processor space. (more on ARM servers)

    | Mar. 5, 2013, 5:09 PM
  • Feb. 9, 2013, 4:48 PM

    The market for micro servers - cheap, densely-packed, low-power servers most often used for Web/cloud services - will grow from just 88K units in 2012 to 1.2M in 2016 (10% of server shipments), predicts IHS. ARM-based (ARMH) chips could power much of this gear - NVDA, MRVL, AMCC, AMD, and others are busy developing ARM server CPUs. Intel (INTC) has responded with its S1200 Atom CPUs, but opinions about their competitiveness are mixed. Moreover, even if Atom CPUs keep ARM at bay, they could cannibalize sales of costlier Xeon CPUs. (Facebook)

    | Feb. 9, 2013, 4:48 PM | 16 Comments
  • Feb. 5, 2013, 3:30 AM

    More on ARM Holdings (ARMH) Q4: "Momentum continues in computing, servers and networking applications," says ARM, with 2.5B chips based on ARM processor technology shipped. Processor royalty revenue +21%, growth in outsourcing of new tech. Expects to continue to gain market share in long-term growth sector as its partners launch new chips. Forecasts Q1 revenues of $250M, and FY dollar revenues in line with analyst forecasts. (PR)

    | Feb. 5, 2013, 3:30 AM
  • Feb. 5, 2013, 3:25 AM

    ARM Holdings (ARMH): Q4 adjusted EPS +10% to 4.08 pence, in line with consensus; adjusted pretax profit +16% to £80M vs consensus of £75.6M, revenues +19% to £164.2M vs £152.5M. Starts 2013 with a "robust opportunity pipeline for licensing and a record order backlog." Shares +7.2%. (PR)

    | Feb. 5, 2013, 3:25 AM
  • Feb. 5, 2013, 12:05 AM

    Notable earnings before Tuesday’s open: ACI, ACM, ADM, ADP, AGCO, AGN, ALLT, ARMH, ATK, BDX, BP, CAH, CHD, CSC, DLPH, DO, EL, EMR, ETN, K, MMP, NGPC, NRGY, NYX, OHI, SE, SEP, SIRI, TE, TM, UBS, UDR, VSH

    | Feb. 5, 2013, 12:05 AM
  • Feb. 4, 2013, 5:30 PM

    Notable earnings before Tuesday’s open: ACI, ACM, ADM, ADP, AGCO, AGN, ALLT, ARMH, ATK, BDX, BP, CAH, CHD, CSC, DLPH, DO, EL, EMR, ETN, K, MMP, NGPC, NRGY, NYX, OHI, SE, SEP, SIRI, TE, TM, UBS, UDR, VSH

    | Feb. 4, 2013, 5:30 PM
  • Feb. 1, 2013, 12:07 PM

    European tech stocks are outperforming following a good day for continental indexes, spurred by decent global PMI data and the U.S. NFP report. In addition to Ericsson and Alcatel-Lucent (previous), Nokia (NOK +2.4%), ARM (ARMH +3.5%), STMicroelectronics (STM +4.4%), and NXP (NXPI +2%) are faring well.

    | Feb. 1, 2013, 12:07 PM
  • Jan. 30, 2013, 10:13 AM

    Freescale (FSL +17.4%) roars higher after easily beating Q4 estimates and providing Q1 guidance well above consensus. Sales of microcontrollers (strong uptake for ARM-based designs) and base station power amplifiers (lifted by China's 3G buildout) were healthy, offsetting weakness in network processor, analog/sensor, and automotive IC sales. The results appear a validation of new CEO Gregg Lowe's efforts to narrow Freescale's R&D focus and restructure. Pac Crest thinks margins could rise throughout 2013. (transcript)

    | Jan. 30, 2013, 10:13 AM
  • Jan. 22, 2013, 10:36 AM
    ARM (ARMH -2.2%) slips after receiving yet another downgrade: Benchmark has slashed its rating to Hold from Buy, citing overly optimistic expectations. Morgan Stanley, Piper, and UBS all downgraded ARM last week, largely on valuation grounds - shares of the world's dominant CPU core licensing firm currently trade at 46x 2013E EPS. Q4 results arrive on Feb. 5.
    | Jan. 22, 2013, 10:36 AM | 4 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.