ARM Holdings Share Discussion Threads

[amt] 27/4/2016 05:14

Good for ARM then as other Chinese companies expand some of which using Mali. Very bad news for IMG though.

[philanderer] 26/4/2016 23:10

Apple slammed -8% after hours on results


iPhone sales are down 16%.

Apple’s predictions about its business are weaker than expected.

Growth in China is slowing down big time

[amt] 26/4/2016 20:18

I would imagine Apple is only a few % of ARMS turnover. So to link it to Apples fortunes is a bit weird, it's not Imagination technologies which is highly correlated with Apple.

[tonio] 26/4/2016 20:01

Yes you're right - I was just addressing the present big earner, mobiles - but ARM has indeed very successfully diversified. If you look at the long term chart - google finance, say, shows it back to 1999 - it seems clear (to me anyway) that from early 2013 to present the share price has plateaued at ~ 980 , with deviations around this created by changing market 'sentiment'and conditions. To make the next upward break it seems to me new applications are needed and thank goodness ARM hasn't wasted time searching for and finding these. Interesting times.

[djabel666] 26/4/2016 19:15

Tonio ARM processors are not only used in mobile devices but in many other devices such as tablets, multimedia devices and wearables. ARM has also moved into the server market which enables ARM to diversify and not be so reliant on Apple alone. I believe that even AMD and others use ARM design in their products.

[steptoes yard] 26/4/2016 18:20

Diversifying away from mobile as well ...although there will be a lag as the royalties from work 5 years ago continues to come in...but don't tell anyone....because shhhhhh Arm is Apple in the Daily Fail.

[tonio] 26/4/2016 17:55

But,but ...ARM isn't only Apple - it is the Samsung Galaxy S7, it is the HTC 10 - both fantastic systems (phone is so last year!). One day Arm will be seen for what it is - the prime mover.

[philanderer] 26/4/2016 13:36

As iPhone Sales Fade, Apple Prepares to Report Worst Earnings in a Decade

[philanderer] 26/4/2016 13:24

iPhone 7 set to be a disappointment, as Apple holds back for iPhone 8

[philanderer] 26/4/2016 13:21

PITTSBURGH, April 26, 2015 /PRNewswire/

-- ANSYS (NASDAQ: ANSS) has licensed its engineering simulation software tools to ARM (LON: ARM; Nasdaq: ARMH), the world's leading semiconductor intellectual property (IP) company for power efficiency, performance and reliability. The agreement will aid the ARM ecosystem and ARM® processor technology serving multiple markets including mobile computing, networking infrastructure, transportation and Internet of Things (IoT) applications.

[philo124] 26/4/2016 12:14

Yes, it's a trading stock really. Don't hold but hold APPL so buttock clenching night tonight.

[philanderer] 26/4/2016 09:43

26 Apr 16 Deutsche hold tp 1000p

reiterates

[philanderer] 25/4/2016 09:21

25 Apr 16 Credit Suisse Outperform tp 1175p

reiterates

[philanderer] 25/4/2016 09:02

Chartwise, looking like 860p will have to be retested again. Totally out of favour and very disappointing.

[philanderer] 22/4/2016 00:27

ARM Holdings plc (LON:ARM)‘s stock had its “buy” rating reiterated by stock analysts at Bryan, Garnier & Co in a research note issued to investors on Thursday, MarketBeat reports. They currently have a GBX 1,340 price target on the stock

[philanderer] 21/4/2016 23:13

'Qualcomm’s ARM server chip inches forward, while AppliedMicro forges ahead'

As Qualcomm develops, AppliedMicro's ARM server part is being called competitive with x86

[philanderer] 21/4/2016 20:44

21 Apr 16 Citigroup 'Neutral' tp 1060p up from 1045p

[thomasthetank1] 21/4/2016 17:11

Read AlphaValue's note on ARM HOLDINGS, out this morning, by visiting hxxps://www.research-tree.com/company/GB0000595859
"ARM reported Q1 revenues of $398m, a 2.4% sequential decrease but an increase of 14.3% yoy. In sterling, revenues reached £276.4m, corresponding respectively to a sequential increase of 2.7% and 25.4% yoy. Licensing revenues have increased by 11.3% yoy to $148.3m, for a 6.4% sequential decrease, while royalty revenues were flat sequentially and increased by 16.8% yoy to $215.7m. Thirty-nine licences have been signed during the quarter, of which four were v8..."

[philanderer] 21/4/2016 17:11

Very short term it`s been cr@p ... -10% in eight days.

[retailronnie] 21/4/2016 13:19

and stronger license numbers are going to increase royalties in the future.

Seems the city like talking this up and then picking it apart every now and then.

[steptoes yard] 21/4/2016 11:00

Eoin continues to focus on the high operational expenditure whilst ignoring how important it is for increasing the headcount on r & d. Just imagine if Apple had stopped at the Mac

[philanderer] 21/4/2016 10:17

ARM still a ‘sell’ on royalty misses

Microchip maker ARM (ARM) has relied on royalty momentum to guide sentiment but has recorded misses for two quarters in a row.

Liberum analyst Eoin Lambe retained his ‘sell’ recommendation and target price of 650p on the shares, which rose 1.7% to 979.9p yesterday.

‘Q1 2016 revenue is 1% ahead of our forecast,’ he said. ‘However, higher operational expenditure led earnings coming inline. The revenue mix is different with weaker royalties and stronger licensing.

‘Backlog declined 4% quarter-on-quarter. ARM is full-year 2016 US dollar revenue in line with expectations and we don’t expect much change to consensus. Historically, sentiment towards ARM has been driven by royalty momentum which has missed for two quarters in a row.’

[philanderer] 20/4/2016 23:55

Analysts at Investec said:

The outlook is intact, underpinned by a strong licences pipeline and continued shift to a higher royalty rate mix, yet valuation remains at the lower end of the historic range. This we believe supports our positive investment view based on the long-term attraction of Arm’s business model and underpinned cash generation in the many years ahead. We retain our buy and a 1200p 2020 royalty driven target price.