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ARM Holdings' CEO Hosts 2012 Analyst Day (Transcript)Wed, May 23, 2012
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ARM Holdings' CEO Discusses Q1 2012 Results - Earnings Call TranscriptTue, Apr 24, 2012
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ARM Holdings CEO Discusses Q3 2010 Results - Earnings Call TranscriptTue, Oct 26, 2010
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ARM Holdings plc Q4 2009 Earnings Call TranscriptTue, Feb 2, 2010
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ARM Holdings Q3 2007 Earnings Call TranscriptThu, Oct 25, 2007
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ARM Holdings Q2 2007 Earnings Call TranscriptThu, Jul 26, 2007
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at MarketWatch.com (May 2, 2013)
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at MarketWatch.com (Apr 30, 2013)
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at MarketWatch.com (Apr 23, 2013)
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at MarketWatch.com (Apr 23, 2013)
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at MarketWatch.com (Apr 23, 2013)
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at MarketWatch.com (Apr 23, 2013)
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at MarketWatch.com (Apr 16, 2013)
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at MarketWatch.com (Apr 11, 2013)
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Business Wire (Apr 9, 2013)
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at MarketWatch.com (Apr 8, 2013)
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at MarketWatch.com (Mar 19, 2013)
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at MarketWatch.com (Mar 19, 2013)
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at Fox Business (Mar 19, 2013)
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Business Wire (Feb 26, 2013)
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Business Wire (Feb 25, 2013)
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at MarketWatch.com (Feb 5, 2013)
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at MarketWatch.com (Feb 5, 2013)
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at MarketWatch.com (Feb 5, 2013)
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at MarketWatch.com (Jan 22, 2013)
ARMH vs. ETF Alternatives
Company Description
Currently, there's no company description for ARMH.
- All
- | Earnings
- | Dividends
- | M&A
- | On the move
- Friday, December 7, 2012, 7:14 PM AppliedMicro (AMCC -2.8%) thinks its ARM server CPUs have a 12-18 month lead on rivals, notes Williams Financial. Moreover, AMCC's history as a telecom chipmaker has helped it develop interconnects and switch fabric chips to connect its CPUs, and a slew of value-added features. It hopes to commence sales by Q413 or Q114. Marvell and AMD are also going after the ARM server CPU market (I, II), expected to grow quickly thanks to demand from Internet companies and others looking to make their hardware as dense and power-efficient as possible. (Intel Centerton) 4 Comments [Tech, Quick Ideas]
- Friday, December 7, 2012, 6:23 AM China's Ministry of Commerce joins the EU in conditionally approving a JV involving Arm Holdings (ARMH) that seeks to develop increased security for mobile devices. The other companies in the JV are Holland's Gemalto and Germany's Giesecke & Devrient. To allay antitrust concerns, China ordered ARM to provide competitors with information about its TrustZone security technology. Comment! [Tech]
- Thursday, December 6, 2012, 11:44 AM Intel (INTC) has a dedicated salesperson for each of its "big four" cloud customers - Google, Amazon, Facebook, and Microsoft - says its server CPU chief. The big four develop their own Intel-based servers, and their preference for cheap, low-power, densely-packed hardware means they often use lower-margin CPUs than many enterprise clients - that's a big reason server industry revenue is declining, and the collective share of top-5 vendors slumping. But Intel is better off addressing this market than seeing cloud clients turn to AMD's SeaMicro unit or ARM-based CPUs. 1 Comment [Tech]
- Wednesday, December 5, 2012, 11:08 AM Fresh off raising $6B, Intel (INTC -0.8%) has received two negative sell-side notes. 1) Raymond James has downgraded shares to Underperform, warning gross margin could fall below 55% from the 62%-65% seen lately, thanks to competition from AMD and ARM-based chips. It's also skeptical any internal replacement for CEO Paul Otellini will provide needed change. 2) Nomura thinks the odds of Apple eventual dumping Intel are high, arguing desktop-caliber ARM processors are now possible and the move could save Apple $100/unit in costs. 20 Comments [Tech, Quick Ideas]
- Tuesday, November 20, 2012, 4:44 PM MIPS discloses it has received an unsolicited bid from CEVA to acquire what will remain of the company after a patent sale to an ARM-led consortium is finished for $75M in cash. That trumps a $60M offer from GPU core developer Imagination (IGNMF.PK). MIPS' board is evaluating the offer. If CEVA's offer wins out, MIPS' CPU core business would complement CEVA's DSP core business, and could also yield synergies for its chip platform business. MIPS halted. CEVA -0.6% AH. (PR) 2 Comments [Tech, On the Move, M&A]
- Tuesday, November 20, 2012, 10:05 AM ARM (ARMH -3.4%) has opened lower after Raymond James downgrades shares to Outerperform from Strong Buy - ARM closed near its 52-week high yesterday. Meanwhile, Intel (INTC -2.7%) is lower not only due to H-P's bleak PC and server sales data, but also due to a downgrade to Neutral from UBS, which is worried about the near-term impact of Paul Otellini's May retirement. 13 Comments [Tech, On the Move, Quick Ideas]
- Monday, November 19, 2012, 9:37 AM More on Intel: Otellini's planned retirement is already triggering speculation it has to do with Intel's (INTC +0.8%) mobile challenges: though having made some headway lately with its Medfield and Clover Trail chips, Intel still only has a small chunk of the smartphone/tablet processor market relative to ARM-based solutions. Rumors that Apple is thinking of abandoning Intel don't help either. Intel's Q4 sales are expected to fall 2% Y/Y, though that's better than the PC industry at-large. Intel is also announcing software chief Renee James, COO Brian Krzanich, and CFO Stacy Smith have been granted the title of executive VP. Comment! [Tech]
- Tuesday, November 6, 2012, 9:42 AM More on MIPS: While a consortium featuring ARM (ARMH -0.1%) is buying most of MIPS' (MIPS +1.6%) patents, GPU core developer Imagination Tech (IGNMF.PK) is buying its CPU core licensing business and 82 patents for $60M. The purchase will allow Imagination, whose GPU core leadership is being challenged by ARM, to return fire by going after ARM's CPU core hegemony. MIPS' proceeds from the two deals amount to $7.31/share, a 4% premium from yesterday's close. Shares had already been bid up on M&A expectations. (PR) 2 Comments [Tech, M&A]
- Tuesday, November 6, 2012, 5:54 AM ARM Holdings (ARMH +1.4%) has a joined consortium called Bridge Crossing that has agreed to pay $350M to acquire the rights to a patent portfolio owned by MIPS Technologies (MIPS). ARM's contribution will be $167.5M. The portfolio includes 580 patents and patent applications covering microprocessor and system-on-chip designs, as well as related technology. (PR) Comment! [Tech, M&A]
- Monday, November 5, 2012, 4:34 PM More on Apple/Intel: Apple engineers have "grown confident" their power-efficient ARM-based chips will eventually be powerful enough for Macs, sources tell Bloomberg. Also, hardware engineering chief Bob Mansfield is reportedly interested in creating a more uniform experience between iOS and Mac OS. However, Apple is deemed "unlikely to switch in the next few years." To make a full switch, Apple needs to guarantee backwards-compatibility for existing software, something Microsoft didn't do with Windows RT. ARM (ARMH +2.7%) rallied on the report. 33 Comments [Tech, On the Move]
- Wednesday, October 31, 2012, 1:09 PM Intel (INTC) is working on a 48-core processor for mobile devices, but cautions the chip is years away. For 48 cores to make sense, there need to be advances in both performance needs and the ability of mobile software to split up tasks: Intel is confident new voice recognition and computer vision apps will fit the bill. Next year, Intel's Valleyview chip will deliver 4 cores on an advanced 22nm manufacturing process. Yesterday, ARM announced its Cortex-A50 cores, which will enable mobile, PC, and server processors competing with Intel's solutions. 11 Comments [Tech]
- Tuesday, October 30, 2012, 4:17 PM ARM (ARMH) has launched its Cortex-A50 CPU core line: the first two designs are the A57, which ARM claims delivers 3x the performance of the processors found in today's high-end phones, and the smaller A53, which supposedly can match the performance of said processors while consuming 1/4 as much power. Initial licensees include AMD (previous), Broadcom, Samsung, and STMicroelectronics. Absent are Qualcomm and Apple, who use custom ARM cores. The first A50-based chips are due in 2014. 2 Comments [Tech]
- Monday, October 29, 2012, 5:56 PM AMD, long synonymous with x86 CPUs, is joining the ranks of companies developing ARM-based (ARMH) server CPUs. The first ARM-based AMD chip is set to arrive in 2014, and will support its SeaMicro unit's innovative low-power/high-density server platform. AMD's relatively small server CPU share means it has less to lose from embracing ARM than Intel (INTC). And given AMD's recent woes, taking a chance or two might be a good idea. (conference call) (earlier) Comment! [Tech]
- Monday, October 29, 2012, 1:17 PM Though adoption of ARM-based (ARMH) server CPUs will be held back over the near-term by software compatibility issues, many companies are already interested in using them in big data projects, where software is less of a hurdle and the power consumption and density benefits of ARM servers are given a premium. Among these companies is Dell (DELL), which is working on big data systems relying on startup Calxeda's ARM CPUs. AMCC and MRVL are two other chipmakers targeting this market. Comment! [Tech]
- Friday, October 26, 2012, 10:40 AM AppliedMicro (AMCC +26.9%) skies higher following it FQ2 report. Though results were ho-hum, the beaten-down telecom chipmaker guided on its earnings call for FQ3 revenue to rise 8%-12% Q/Q (consensus is for a 7% increase). It also announced a partnership with Red Hat (RHT) and ARM (ARMH) to develop server designs based on AppliedMicro's ARM CPUs. Evercore has added AppliedMicro to its Conviction Buy list, touting the company's backlog, share gains, and declining inventories. Rival PMC-Sierra (PMCS +2.1%) is up a bit. 2 Comments [Tech, On the Move, Quick Ideas]
- Tuesday, October 23, 2012, 1:24 PM Chip stocks are outperforming a little following ARM's (ARMH +11.6%) pleasing Q3 report (I, II), in which the company reported a 16% Y/Y increase in Q2 unit shipments (from which Q3 royalties were derived). Beaten-down PC chip stocks are among the winners: AMD +3.8%. NVDA +2.9%. INTC +1.1%. Earlier today, AMD launched its Vishera desktop CPU line - AMD is counting on the 4 and 8-core CPUs, which are priced aggressively, to help reverse share losses to Intel's Ivy Bridge. Reviewers offer tempered praise. 2 Comments [Tech, On the Move]
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ratu68: I guess I won't be needing the earning news now, already got my +4% with today's move
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Ashraf Eassa
Oh, goes without saying, but I'm the hell out of $ARMH short. Not touching this stock ever again. - View all 5 replies
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Eassa: A very basic concept but hard to actually do for many folks either long or short. -
Ashraf Eassa: It does indeed take guts, but more than that, it requires discipline to know when to cover.
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Ashraf Eassa
Why is $ARMH up 13.5%, but the actual stock on the London exchange only up 10%? People in the US must really dig momo... - View all 10 replies
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dude111: Agreed. ARMH is in an upswing and I only see more ARM devices on the street - including TVs, etc. Don't think it's time to short ARMH yet. -
dude111: BBRYs OPEX is high, once revenues drop below OPEX, it's hard to stay in business. Cash burnup becomes a problem.
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Ryan Mallory
Fuinhaz Setups for April 23 2013 | $AAPL $AMRN $ARMH $MCGC $NFLX $NXPI $SCMP $VECO | SharePlanner http://bit.ly/10aXrHM - View all 0 replies
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Ashraf Eassa
Well, submitted an $ARMH article...probably the hardest article to write for me, heh. It's positive... - View all 5 replies
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hahaha48: if you trade you will always have some big losses. Just make sure you do well overall. -
Ian Farbrother: Looking forward to it ;-) Hope you recover from the cold!
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Ashraf Eassa
$ARMH had a solid quarter. Still overvalued, but it will be tough to fight the momentum that ensues tomorrow. - View all 0 replies
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Ashraf Eassa: You should be playing this by owning LEAP puts then, not shorting common.
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Eassa: Ashraf: Options are a rigged game with fixed expiration and liquidity issues, especially for far out of the money puts/calls. Not for me.
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LATEST REPLIES
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Ashraf Eassa
$ARMH up on BofA/Merrill Lynch upgrade to 'buy' and PT of $52. This analyst was bearish on $ARMH in the $20's. - View all 2 replies
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Eassa: Yeah, and that pop will probably fizzle as it always has lately on upgrades. If I'm wrong, then I will load up more on my short position.
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Ashraf Eassa: It already fizzled, my friend. Up on my add to the short this morning.
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MikeBoiko: Thanks Ashraf, insightful articles btw, keep up the good work
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Ashraf Eassa
$ARMH shows that it is simply too risky to buy these hyper valuation stock on a "feel good" growth story. Fundamentals! - View all 2 replies
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Clayton Rulli: What is your opinion of $P ? I found their royalty costs kind of disturbing. http://seekingalpha.com/a/rdk1 -
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Ashraf Eassa: If there is one thing I dislike, it is folly in the markets. $ARMH at current prices is the very definition of that :)
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Ashraf Eassa: Jesus, $ARMH couldn't even hold its gains on the back of that bogus upgrade. Looks like I'm not the only one with the gall to short this.
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stwo1: I am playing it stock outright and deep in the money 50 October puts. at 42.92 I paid 9.7 for it. So premium is ~$3. -
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Ashraf Eassa: Tried playing with a few puts short term, didn't work. Figured I had enough conviction to get back on the short stock train.
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davidshelton: Interesting. Thanks! I'm having a go buying July puts @ 35 & 30 strike prices respectively. Eying AMZN also...
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Jazz36: Adding to shorts, but my eyes are glued to 50DMA, could be a trap.
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Ashraf Eassa: Will do! Looks like I missed the opportunity this morning to add.