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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 (Thu, 12:14PM)
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at MarketWatch.com (Thu, 12:13PM)
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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)
ARMH vs. ETF Alternatives
Company Description
Currently, there's no company description for ARMH.
- All
- | Earnings
- | Dividends
- | M&A
- | On the move
- Tuesday, June 5, 2012, 6:05 PM More on Intel and ARM: Nomura notes that in spite of the presence of ARM-based Windows 8 models, Intel/AMD hardware still dominates at Computex (ed: ARM systems require more R&D work, and OEM experience at this point is limited). However, Williams Financial is worried the ~$1,000 price points of many Intel-based ultrabooks are hurting consumer and OEM interest, and one OEM told Topeka Capital "ultrabook programs are running a bit below expectations." (earlier) 2 Comments [Tech]
- Tuesday, June 5, 2012, 5:52 PM As Nvidia and Asus demo an ARM-based (ARMH) Windows 8 tablet at Computex, Taiwan's MiTAC is announcing the first generally-available ARM server; like Dell's (DELL) ARM servers, which are available only to select customers, MiTAC's system relies on Marvell's (MRVL) Armada processors. ARM has set a goal of taking 5%-10% of the server CPU market, which is dominated by Intel's (INTC) Xeon and (to a lesser extent) AMD's Opteron chips, by 2016 Comment! [Tech]
- Tuesday, June 5, 2012, 9:17 AM As PC OEMs unleash a flood of Windows 8 (MSFT) hardware at Taiwan's Computex, Intel (INTC) is announcing deals with touch panel suppliers Cando, HannsTouch, TPK, and Wintek to guarantee an adequate supply of ultrabook touch panels over the next 12 months. Like Intel's other ultrabook investments, the company is motivated both by an interest in lowering its dependence on the MacBook Air (and thus Apple's whims), and dealing with the challenge posed by ARM-based (ARMH) systems. Comment! [Tech]
- Thursday, May 31, 2012, 6:34 PM Though ARM-based (ARMH) CPUs will take share from Intel (INTC) in the notebook and server markets, and Intel will return the favor in mobile devices, the net impact on Intel's bottom line won't be significant, argues Evercore's Patrick Wang, who maintains an Equal-weight rating. A 5% market share change in the tablet, smartphone, and low-end notebook markets affects Intel's EPS by less than 1%, Wang estimates. Thus, Intel's main challenge is price erosion, not share losses to ARM. 7 Comments [Tech]
- Wednesday, May 30, 2012, 6:59 PM Marvell (MRVL) boasts its Armada XP processors are the ARM-based (ARMH) CPUs powering Dell's just-announced Copper servers. A Dell (DELL) exec says the company has been working with Marvell for over a year. ARM server CPUs offer lower power consumption and higher densities than traditional Intel (INTC) and AMD offerings, but performance and software compatibility remain near-term stumbling blocks. AMCC is also targeting this space. 3 Comments [Tech]
- Tuesday, May 29, 2012, 5:46 PM Dell (DELL), which has long been testing servers running on ARM-based (ARMH) CPUs, has officially declared its support for them. Dell adds it's already delivering ARM servers to select customers, and will support the development of a software ecosystem for the platform (currently a weak link). Dell, the world's #3 server vendor, is a huge buyer of Intel's (INTC) Xeon server CPUs, and also supports AMD's Opteron. H-P (HPQ) threw its weight behind ARM servers last November. Comment! [Tech]
- Friday, May 25, 2012, 4:47 PM ARM (ARMH) can hold its own against Intel (INTC) as the latter company enters the mobile app processor market, argues UBS' Gareth Jenkins, who's upgrading shares to Buy. Among Jenkins' arguments: 75% of the top smartphone apps are specifically written with ARM-based processors in mind; the company continues to innovate with solutions such as its big.LITTLE architecture; and Intel has to compete with 15+ app processor vendors (most of whom use ARM CPU cores). (also) 3 Comments [Tech, Quick Ideas]
- Friday, May 25, 2012, 11:38 AM Neowin.net provides details about Dell's (DELL) first Windows 8 (MSFT) tablet. The specs appear ho-hum: a 10.1" display, a dual-core Intel (INTC) Clover Trail CPU with integrated graphics; dual cameras; a solid-state drive; and a thickness of 0.4" (the new iPad is at 0.37") . Expect H-P, Nokia, and about a dozen or so Asian OEMs to launch similar hardware, only with some models sporting ARM-based (ARMH) CPUs instead. (more on Windows 8) 2 Comments [Tech]
- Wednesday, May 23, 2012, 12:41 PM An L.A. Times article about a 2010 game-development contract between Activision (ATVI) and developer Bungie suggest the next Xbox (MSFT) will be called the Xbox 720, and arrive in fall 2013. Past rumors (I, II, III) have suggested the device will sport an ARM-based (ARMH) CPU and AMD graphics processor, and will be accompanied by a low-end model focused on Kinect play. 3 Comments [Tech]
- Friday, May 18, 2012, 6:52 PM As Microsoft (MSFT) and PC OEMs hope the fall release of Windows 8 systems featuring ARM-based (ARMH) processors will give their PC/tablet sales a lift, the OEMs are reportedly struggling to reach tablet price points they consider necessary to compete with the iPad (AAPL) and Kindle Fire (AMZN), due to Microsoft's insistence on a $90-$100 Windows license fee. Concerns also exist about the software compatibility issues facing ARM-based hardware. 20 Comments [Tech]
- Monday, May 14, 2012, 12:37 PM The first Windows 8 (MSFT) tablets sporting Intel (INTC) CPUs will arrive in November, sources tell CNET. It's added the devices will use Intel's upcoming Clover Trail Atom CPUs, and over half will be PC/tablet hybrids. A successful launch could give a lift to touchscreen controller vendors such as ATML, CY, and SYNA. A prior report claimed both Intel and ARM-based (ARMH) Windows 8 hardware will arrive in October. 4 Comments [Tech]
- Thursday, May 10, 2012, 10:24 AM ARM (ARMH +3.2%) gets a boost from Bernstein's Pierre Ferragu, who raises his rating on the stock to Market Perform and asserts it is now fairly valued. Ferragu thinks ARM eventually can become a “credible alternative” to Intel (INTC) at the low-end PC and niche server markets, but is concerned about Intel's threat to ARM’s dominance in mobile phones and tablets. 2 Comments [Tech, Quick Ideas, On the Move]
- Monday, May 7, 2012, 12:56 PM Piper's Gus Richard thinks ARM (ARMH) is starting to see higher royalty rates on chips that contain its CPU cores. Richard believes the rate for ARM's Cortex A9 cores, which recently began ramping, is a relatively high 1.5%, while the rate for the cutting-edge Cortex A15 is 2.5%. The Cortex A7, which ARM encourages pairing with the A15, is also believed to be 1.5%. However, Richard is worried about "push back" over the A15's rate - could that open the door for MIPS? 3 Comments [Tech, Quick Ideas]
- Wednesday, May 2, 2012, 6:52 PM Unhappy with weak demand for high-end Android tablets, PC OEMs such as Dell (DELL), H-P (HPQ), and Acer are focusing their R&D resources on developing Windows 8 (MSFT) products, reports Digitimes. The same goes for leading contract manufacturer Compal. The first ARM-based (ARMH) tablets running Windows 8, which has received good early reviews, are due in October. 8 Comments [Tech]
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Friday, April 27, 2012, 9:00 AM
Premarket gainers: EXPE +19%. AMZN +17%. JAZZ +15%. CRAY +12%. WCRX +12%. BPZ +6%. CBS +5%. AEM +5%. RTK +5%. ARNA +4%. GT +4%. CLWR +3%. SNY +3%. MT +3%. ARMH +3%.
Losers: MDRX -42%. DECK -19%. WDC -11%. STX -7%. KOG -5%. SBUX -4%. FIO -4%. 4 Comments [On the Move] - Wednesday, April 25, 2012, 2:02 PM Though ARM (ARMH) is best-known for the dominant position of its CPU cores in mobile devices, CEO Warren East suggests (video) his company's biggest opportunity involves the 30B-40B unit market for less powerful chips in embedded devices. ARM's hopes for further penetrating this market hinge on expanding its microcontroller share, which is currently around 10%, via its Cortex-M and Cortex-M0+ cores. (previous) (Q1) Comment! [Tech]
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Perkins Cove: "Paper trading" is great way to learn, and it costs nothing. It is a good way to follow other traders that are winners, and it is fun. -
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Investor Llew: Looks like the pessimism took over entirely today. It's hitting a short term support at $12.40. Just FYI, I sold Apr $12 Puts at 12 Cents. -
Investor Llew: I just made a $1,000 this week solely on $NVDA's $12 April Put which is now $0.04 cheaper. By Apr Exp, i will make another $2k. Easy Peasy
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Ashraf Eassa: I noticed the 50 DMA was broken so I got out, but then forgot to notice that the volume was anemic
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Ashraf Eassa: Managed to get in slightly higher than cover price, but commissions killed that delta :P
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Ashraf Eassa: Actually back in since it was on very low volume, but I did gain from my $43.15 entry posted on my feed.
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Ashraf Eassa: @ Jonathan - Agreed. The risk/reward for shorting a $20B company that makes <$300M/yr in net income @ mid double digit growth rate is good.
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Ashraf Eassa: Also, I like that there is essentially zero buyout risk for this one.
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Ashraf Eassa
Covered $AMCC short @ $7.64. +$1.69. Too dangerous to hold while analysts still drinking $ARMH server kool-aid. - View all 0 replies
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Ashraf Eassa: The stock is holding 20 day SMA thanks to the sell-side upgrades. Someone had to do damage control after East retired, right?
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LATEST REPLIES
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Ashraf Eassa
$INTC makes more in 1 week than $ARMH makes in 52 weeks. Yet ARMH is ~1/6th of $INTC's market cap. Make sense? - View all 10 replies
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Sal Marvasti: Bill is correct, if it was not for buybacks Intel metrics would be dropping. Just saw another pc is dead video on cnn. The best quote -
Ashraf Eassa: Uh, if you look at Intel's net income (not EPS, NET INCOME) over the last 5 years, you will see a nice uptrend. 2012 is exception, not rule.
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Ashraf Eassa
$ARMH is not as bearish on $INTC as the media is. It is a shame that $ARMH is so overpriced, otherwise I would own it. - View all 8 replies
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Sal Marvasti: that why i would not short them. Shorting someone like Nvidia at $13.70 is more reasonable, as they have less demand for their shares.
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Sal Marvasti: don't short momentum stocks where demand is greater than supply.
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PeterScriabin: Ashraf, I read your article (weeks ago). Just trying to explain ARMH's levitation to myself. Many still believe buyout imminent? Else...? -
Ashraf Eassa: Oh, buyout has nothing to do with it. It's all hype surrounding smartphone chips.
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Valdao Research
Observations on the Death of the PC: My trusty, nine year old Dell 600M laptop... http://t.co/E6n8RGkG $INTC $MSFT $ARMH $XLK $APPL $SPT #VR - View all 2 replies
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weed: I still prefer a big desktop (floor really) with parts I can add and remove at will. I tried an iBook years ago but Apple quit supporting it -
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mrbcfc: Do you have a target time horizon or price? And/or maybe an expected catalyst?
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Ashraf Eassa: CES 2013. Intel's latest smartphone + tablet launches. Long term, looking for $15 - $20.
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Ashraf Eassa
$ARMH short working out nicely. All I'm doing is following the insiders. Heck, got a better price than they did. - View all 5 replies
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Ashraf Eassa: It's the go-to stock for all the wrong reasons. They stand to benefit least out of all of the players.
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Cabeza Howe: That's why P/E looks so scary. People are always chasing an enduring trend. What's your guess on the inflection point of this stock?
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Ashraf Eassa: ARM's valuation/hype is internet-bubble style. Imagine how great it would've been to short anything back then.
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Ashraf Eassa: Indeed. I'm just very, very timid about shorting in general - I almost always invest/trade long.
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westcoastinvests: Nothing wrong with that, just try to maximize your opp for success, if not comfortable shorting at current price wait for price you are
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Ashraf Eassa: Oh, I will leave no stone unturned. This is the next "Netflix" or "Mellanox" short opportunity and there's plenty to prove it.
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Ashraf Eassa
Oh boy, $AMD is announcing a partnership with $ARMH on server chips. This press conference should be fun to listen into. - View all 7 replies
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Ashraf Eassa
$ARMH sugar high wearing off. Adding $1B to mkt cap after $5M rev beat is absolute insanity. - View all 1 replies
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tuoithin: Just let it go man...if you don't like the stock, stop monitoring it every day. Chill out and let's just all try to make money.
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Ashraf Eassa: Could've gone the other way. You can NEVER predict the results or how people will react to them.
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Sal Marvasti: Do you have Contracts for Difference in USA? There are derivatives, and give 10x leverage. SO with just $1000 you can 10k worth of stock.
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Ashraf Eassa
$ARMH comes in at high end of analyst estimates on revs. Expect a nice pop for entire ARM levered ecosystem today. - View all 8 replies
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Ashraf Eassa: INTC is hardly an "emotional" investment for me. I simply think it is grossly undervalued, just as I believe $ARMH is overvalued.