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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 (Jun 3, 2013)
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at MarketWatch.com (Jun 3, 2013)
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Business Wire (Jun 3, 2013)
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Business Wire (Jun 3, 2013)
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Business Wire (Jun 3, 2013)
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at Fox Business (May 31, 2013)
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at MarketWatch.com (May 30, 2013)
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at MarketWatch.com (May 23, 2013)
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at MarketWatch.com (May 23, 2013)
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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)
ARMH vs. ETF Alternatives
Company Description
Currently, there's no company description for ARMH.
- All
- | Earnings
- | Dividends
- | M&A
- | On the move
- Wednesday, June 19, 11:20 AM The Street reacts favorably to Nvidia's (NVDA +7.3%) decision to license its GPU cores and related IP to other mobile processor developers, rather than simply pin its mobile hopes on Tegra sales. "If there was ever a way for Nvidia to get into Apple, the IP licensing angle is likely it," says Raymond James, which thinks the move could also limit traction for ARM's (ARMH -0.8%) Mali GPU cores. Evercore is less optimistic about Apple, stating checks point to "significant internal GPU design efforts" at the company. It views Samsung as a possibility, but adds the Korean electronics giant is "cycling through IP vendors and chip suppliers." 3 Comments [Tech, On the Move]
- Tuesday, June 18, 5:27 PM In a strategy shift, Nvidia (NVDA) is offering to license its Kepler GPU architecture, as well as "visual computing" IP, to other chipmakers looking to power mobile hardware. Kepler serves as the foundation for much of Nvidia's PC/workstation GPU lineup, as well the GPU within its next-gen Tegra 5 (Logan) processor. Nvidia's move puts it into competition with GPU core licensing leader Imagination (IGNMF.PK), and also ARM's (ARMH) fast-growing Mali GPU core business. Potential licensees include Qualcomm (uses home-grown GPUs), Intel (ditto), Apple (Imagination client), and Samsung (Imagination and Mali client). Tough competition for Tegra may have influenced Nvidia's decision. 4 Comments [Tech]
- Tuesday, June 18, 11:35 AM AMD's first ARM-based server CPU, codenamed Seattle, will enter production in 2H14, the chipmaker announces. Seattle CPUs will feature 8 or 16 of ARM's (ARMH) high-end Cortex-A57 cores, with each running at 2GHz. or more. AMD claims the chips will "offer 3-4x the performance" of its new Opteron X-Series parts, and will integrate 10G Ethernet links and SeaMicro's Freedom Fabric tech. Seattle, aimed at the budding microserver market, will face competition from fellow ARM licensees AppliedMicro (AMCC +6.5% - appears to be rallying on the news), Marvell (MRVL), and startup Calxeda, and also Intel's Atom CPUs. Look for H-P to consider Seattle for its Moonshot server line. Comment! [Tech, On the Move]
- Monday, June 17, 9:45 AM British i-bank Numis cuts ARM (ARMH -4.1%) to Reduce, leading shares to slump out of the gate. ARM is now down 23% from its mid-May high of $50.56; a steep valuation (shares still go for 32x 2014E EPS) is a likely factor. Topeka recently started coverage at Neutral. Comment! [Tech, On the Move]
- Friday, June 7, 9:33 AM Topeka launches coverage on the chip sector. NXP (NXPI -1.5%), Broadcom (BRCM +1.3%), Amkor (AMKR +0.5%), Freescale (FSL -0.5%), and Rambus (RMBS +0.5%) have been started at Buy, and ARM (ARMH -2.1%), Qualcomm (QCOM -2%), Applied Micro (AMCC +0.3%), and Mellanox (MLNX +1.9%) have been started at Hold. Mellanox isn't exactly a chip stock, though the company does use internally-developed ASICs in its adapter cards and switches. Qualcomm may be pressured this morning by reports of Samsung Galaxy S4 order and forecast cuts (I, II) 1 Comment [Tech]
- Monday, June 3, 6:56 PM ARM's (ARMH) new Cortex-A12 CPU core and Mali-T622 GPU core have mid-range smartphones in mind. Positioned between the low-end Cortex-A7 and Mali-400, and the top-of-the-line Cortex-A15 and Mali-T628, the A12 and T622 are meant to enable high-performance devices with $200-$350 unsubsidized price tags. The A12, said to deliver a 40% performance boost over the prior-gen A9, also supports ARM's power-saving big.LITTLE architecture. Surging Mali shipments and Cortex's higher royalty rates have been lifting ARM's total royalty rate. The next-gen Cortex-A50 line is due in 2014. Comment! [Tech]
- Wednesday, May 29, 12:12 PM AMD tries to counter the 2012 launch of Intel's (INTC) S1200 (Centerton) Atom low-power server CPU line by launching its Opteron X-Series (codenamed Kyoto) CPUs. Like the S1200 line, the X-Series is aimed at the small but fast-growing microserver market - AMD's first two chips respectively consume 9W and 11W. AMD boasts its CPUs sport 4 cores to Intel's 2, and are also differentiated by superior throughput and their inclusion of GPU cores. However, Intel's upcoming Avoton CPUs will deliver big performance gains over Centerton. There's also plenty of competition from ARM (ARMH) server CPUs - AMD is hatching plans for its own ARM chips. The company's SeaMicro microserver unit supports a variety of CPU platforms. Comment! [Tech]
- Monday, May 13, 11:07 AM More Chinese companies are popping up in Detroit as they prepare for the eventuality of a major Chinese auto manufacturer selling cars in the U.S. For the most part, the firms are flying under the radar, but the numbers are starting to swell. The Detroit Chinese Business Association now has over 100 Chinese-owned businesses in its membership with the largest percentage geared toward supplying the automobile industry. It's a trend to watch for auto suppliers (AXL, ARMH, ALV, BWA, CLC, DAN, FDML, GNTX, JCI, MGA, TEN, TRW, WBC) used to having a home field advantage with the Big Three automakers. Comment! [Consumer]
- Thursday, May 2, 5:34 PM ARM (ARMH +0.1%) largely missed out on today's rally after GPU core rival Imagination (IGNMF.PK) fell 25.7% in London thanks to a warning. Imagination expects its FY13 (ended in April) licensing revenue to fall 22% Y/Y to £27M due to delayed deal closings, something it blames on "structural and organisational changes" at licensees. FY14 licensing revenue (exc. MIPS) is expected to total £30m- £35m, also below expectations. The damage to ARM was likely limited due to the fact ARM's share gains might be partly responsible for the warning - ARM's Mali GPU core shipments rose 5x Y/Y in Q1, and 3 new licenses were signed (raising the total to 75). (also) Comment! [Tech, Earnings, On the Move]
- Wednesday, May 1, 1:25 PM ARM's (ARMH +2%) chip royalty rate will rise to 1.5% next year from 1.3% last year, and could approach 2% by 2020, says Canaccord's Matthew Ramsay in an upbeat note that's helping the CPU core giant make new all-time highs. Higher Cortex CPU core and Mali GPU core shipments are lifting ARM's chip royalties, as is the adoption of quad and (in Samsung's case) octa-core mobile processors. Ramsay adds ARM, which saw chip shipments rise 35% Y/Y in Q1, could have a 50% CPU share by 2020, up from a current 32% - if that happens, microcontrollers and other embedded chips will play a big role. Shares trade at a lofty 53x 2013E EPS. 1 Comment [Tech, On the Move]
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Tuesday, April 23, 9:10 AM
Premarket gainers: MEMS +50%. SCON +46%. NFLX +24%. VECO +14%. COH +12%. ILMN +10%. ARMH +9%. CZR +8%. STM +6%. AMRN +6%.
Losers: IRWD -10%. RSH -7%. IOC -6%. Comment! [On the Move] - Tuesday, April 23, 6:06 AM More on ARM Holdings (ARMH) Q1: adjusted pretax profit +44% to £89.4M vs consensus of £77.6M. 2.6B ARM-based chips shipped, +35%; mobile chips +25%, embedded +50%, Mali graphics processors surge fivefold. ARM "made an encouraging start to 2013" and it projects FY revenues in line with market expectations, which are £675.8M. Shares +5.9% premarket. (PR) Comment! [Earnings, On the Move, Tech]
- Tuesday, April 23, 3:20 AM ARM Holdings (ARMH): Q1 EPS of $0.17. Revenue of $263.9M (+26% Y/Y) beats by $13.19M. (PR) 12 Comments [Earnings, Breaking News, Tech]
- Tuesday, April 23, 12:05 AM Notable earnings before Tuesday’s open: ACI, AKS, AOS, APD, ARMH, CIT, CNC, COH, DAL, DD, DFS, EAT, ECA, FMER, FRX, GCI, GNTX, IDXX, IIVI, IR, IRWD, ITW, JCI, JNS, LCC, LECO, LMT, LXK, MOLX, PCAR, PCH, PII, PMT, PNR, R, RAI, RF, RSH, SNV, ST, TRV, UTX, WAT, XRX 1 Comment [Earnings]
- Monday, April 22, 5:30 PM Notable earnings before Tuesday’s open: ACI, AKS, AOS, APD, ARMH, CIT, CNC, COH, DAL, DD, DFS, EAT, ECA, FMER, FRX, GCI, GNTX, IDXX, IIVI, IR, IRWD, ITW, JCI, JNS, LCC, LECO, LMT, LXK, MOLX, PCAR, PCH, PII, PMT, PNR, R, RAI, RF, RSH, SNV, ST, TRV, UTX, WAT, XRX Comment! [Earnings]
- Monday, April 8, 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. 13 Comments [Tech]
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user 5742431: No Intel design wins needed! A reduction by Numis and the next leg down has begun. Lets see if that $40 support becomes $40 resistance :)
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Bob987654321: Re: Premarket Intc up 1% and Arm down 4%. Give it a year and INTC$ will trade higher then Arm (as it should) you called it ASH :)
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Bill Maurer: I think you might have gotten your currencies mixed up. At 38.57 pounds, it would be at $60.00 US. haha -
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Ashraf Eassa: Indeed. Ever since the downtrend began, it has been $$$.
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det9: Good job there. I am hoping to see a article on next big stocks in tech. I very rarely see those.
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GeneralHummel: I was in ARM@800p and got out at 1000p. Spent a while wishing I had held in there for 1100 but glad I got out. Thanks Ashraf&others here -
GeneralHummel: who's articles and comments encouraged me not to stay in ARM too long.
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LATEST REPLIES
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user 5742431: No Intel design wins needed! A reduction by Numis and the next leg down has begun. Lets see if that $40 support becomes $40 resistance :)
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Bob987654321: Re: Premarket Intc up 1% and Arm down 4%. Give it a year and INTC$ will trade higher then Arm (as it should) you called it ASH :)
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Bill Maurer: I think you might have gotten your currencies mixed up. At 38.57 pounds, it would be at $60.00 US. haha
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Ashraf Eassa: Indeed. Ever since the downtrend began, it has been $$$.
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det9: Good job there. I am hoping to see a article on next big stocks in tech. I very rarely see those.
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GeneralHummel: I was in ARM@800p and got out at 1000p. Spent a while wishing I had held in there for 1100 but glad I got out. Thanks Ashraf&others here
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GeneralHummel: who's articles and comments encouraged me not to stay in ARM too long.
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Ashraf Eassa: (most recent one was $45 -> $41.22, so I might use half of the proceeds on some puts when they become attractive)
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Sam Liu: I would be worried as AAPL, Msft, HPQ, Csco, Qcom and Intc haven't moved much in the past 3 weeks. Seemed to be caught in a range.
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jsteinm1: I don't like this timing. I'm going on vacation this week and next so I can't watch for short opportunities! Good luck to everyone else!
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Ashraf Eassa
well, I'm back for a little while - plenty of articles to come, including "Intel's Haswell: The Must Read Guide" $INTC $ARMH #reversals - View all 9 replies
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hahaha48: I got a surface rt for 99 and will try to sell it when I gethome. I still think the rt is useless -
Bob987654321: hehe, bought my calls at 0.10, sold at 0.55$, now got the 26 strike with 10% of my profits :)
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davidshelton: Hopefully a nicely timed general market correction can supercharge ARMH's drop back to earth :) -
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Ben Hanson: So the $10 range? Yikes. At that level, I feel like you'd be going long just to add insult to injury after shorting it all the way down.
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Ashraf Eassa
stopped out of new $ARMH short @ $44.61...lost a couple of bucks. Going to wait for it to head higher. - View all 2 replies
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Jazz36: I will go short again at a good bounce or gap down thru 50DMA in few days.
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jsteinm1: I'm watching it. I'll probably start hitting the money button on short lived rebounds with some puts :)
