QUOTE AND NEWS
Benzinga  Aug 26  Comment 
Cameron International Corporation (NYSE: CAM) shares climbed 41.23 percent to $59.90. The volume of Cameron International shares traded was 1633 percent higher than normal. Cameron agreed to be acquired by Schlumberger Limited. (NYSE: SLB) for...
Benzinga  Aug 26  Comment 
Shares of ARM Holdings plc (ADR) (NASDAQ: ARMH) have declined about 25 percent in the past six months, since the peak seen in March. Bernstein’s Pierre Ferragu has upgraded the rating on ARM Holdings from Underperform to Market Perform,...
Benzinga  Aug 26  Comment 
Abengoa SA (ADR) (NASDAQ: ABGB) shares climbed 24.44 percent to $6.06 in pre-market trading after gaining 10.93 percent on Tuesday. Abercrombie & Fitch Co. (NYSE: ANF) gained 14.65 percent to $19.80 in pre-market trading after the company...
Market Intelligence Center  Aug 19  Comment 
A covered call identified by MarketIntelligececenter.com's patented algorithm on ARM Holdings (ARMH) could yield about 3.91% (24.60% annualized, for comparison purposes only) in 58 days. Pair a long position in the stock with the Oct. '15 $42.00...
The Economic Times  Aug 14  Comment 
Britain's top equity index edged up on Friday, with travel group TUI leading the risers and gains mitigated by a decline for commodities stocks.
Market Intelligence Center  Aug 6  Comment 
ARM Holdings (ARMH) is a good candidate for a covered call at the $44.00 level. The Oct. '15 call at that price should fetch a credit of about $2.45, which means the entire position has a net debit of about $42.00. This trade has 2.59% downside...
Market Intelligence Center  Aug 5  Comment 
After closing Tuesday at $44.10, ARM Holdings (ARMH) presents an attractive opportunity to get a 4.89% return in just 72 days, which is an annualized return of 24.77% (for comparison purposes only). To enter this trade, sell one Oct. '15 $44.00...
newratings.com  Aug 4  Comment 
CAMBRIDGE (dpa-AFX) - ARM Holdings plc (ARM.L) announced the appointment of Lawton Fitt and Stephen Pusey as independent non-executive directors, effective September 1, 2015. Kathleen O'Donovan, senior independent non-executive director and...
newratings.com  Jul 27  Comment 
CAMBRIDGE (dpa-AFX) - Chipmaker ARM Holdings plc. (ARM.L, ARMH) said that it has launched a new university alliance partnership that allows industry partners to develop high quality teaching materials based on their own technologies...




 
TOP CONTRIBUTORS

Cambridge, England-based ARM Holdings plc (ARMH) licenses intellectual property (IP) to IC manufacturers. Until its IPO in 1998, the company operated as a joint venture between Apple Computer Ltd. (U.K.) and Acorn Computer Ltd. Products are currently targeted at the wireless, consumer entertainment, mass storage, imaging, automotive, industrial, microcontroller, security and networking end markets.

ARM offers a wide range of processor cores based on a common architecture, which enables high-performance low power solutions that reduce system cost. ARM is the industry's leading provider of 32-bit embedded reduced instruction set computing (RISC) microprocessors with almost 75% market share (according to industry analyst Andrew Allison, January 2002). Its broad range of processors target open platforms running complex operating systems, for example, Linux, Palm OS, Symbian OS and Windows CE in wireless, consumer entertainment and imaging applications embedded real-time systems for mass storage, automotive and power-train, industrial and networking applications and secure applications such as smart cards, SIM cards and payment terminals. The nine product families that make up the range are the ARM7 Thumb Family, ARM9 Thumb Family, ARM9E Family, ARM10E Family, ARM11 Family, SecurCore Family, OptimoDE Data Engine Family and the Cortex Family. ARM's architecture is compatible with the 32-bit ARM and 16-bit Thumb Instruction Set Architectures (ISAs) as well as architecture extensions, supporting Java acceleration (Jazelle ), security (TrustZone ), Intelligent Energy Manager (IEM), SIMD and NEONTM technologies.

The company provides a licensable, extendable solution made up of hardware (defining the CPU's application focus), standard operating system peripheral blocks and the interconnecting material that enables integration of additional functionality. This ultimately defines the characteristics of the final product. The solution also includes software and integration methodology tools. This platform, referred to as the ARM PrimeXsys , enables the creation and delivery of leading-edge digital devices through parallel development on the chosen OS and additional application software, while the validation and creation of the actual silicon is in progress.

ARM's core microprocessor business is supplemented with consulting, support and maintenance services as well as development systems, systems software and electronic design automation (EDA) products and services. The company's development tools, (the ARM RealView ) family), support complex system-on-chip (SoC), MCU and ASSP devices that integrate multiple cores. The tools provide all software development tasks, from conception to delivery. In addition, the company provides CoreSight technology that offers debug and trace solutions for SoCs, Embedded Trace Macrocells TM (ETM) that provide debug and trace facilities for ARM processor cores (ETM family cores include the ETM7 , ETM9 , ETM10RV and ETM11RV ), and ARM PrimeCell Level 2 Cache controllers (the ARM L210 for AMBA AHB-based systems, and the ARM L220 for AMBA AXI-based systems) that reduce problems arising from memory bandwidth and latency.

With the December 2004 acquisition of Artisan, the company broadened its product range. The Artisan Design Platform is built on a broad portfolio of library products (system interface high-speed PHYs, analog timing IP, general-purpose and specialty I/Os, memory generators and standard cells) that provide the physical IP building blocks needed to develop complex IC designs. The Artisan Process-Perfect Design Methodology allows IC manufacturers to use the library products at desired silicon technologies. Products are optimized for silicon technologies at the leading foundries such as TSMC, UMC, SMI, Chartered, IBM, Tower Semiconductor, DongbuAnam, HHNEC, HJTC, Silterra and Vanguard. They are accompanied by an extensive set of views and models that make them compatible with leading EDA tools. The platform also provides a standard interface, which enables the customer to choose from a wide range of ARM's partner IC solutions (from leading EDA, IP and design service companies) and advanced process technologies, thus increasing product integration. Both companies generate the bulk of their revenue from intellectual property license fees and royalties. There is little customer or product overlap between the companies. Therefore, potential revenue synergies exist as each company targets the other's customer base.

ARM's products have been licensed to 165 semiconductor companies all over the world, including Intel, Samsung, LSI Logic, Sun Microsystems and Texas Instruments. ARM-based products have received support from over 30 third party embedded OS providers and over 50 development tools companies such as Texas Instruments, Cygnus Solutions, Metaware Incorporated and Microtec Research. The company also partners with software and design companies (over 40 technology partners) to enable greater product differentiation. Competition comes from various sources, its top competitors being IBM Microelectronics, MIPS Technologies and Toshiba.

The company reports its revenue in two segments Products and Services. ARM generated revenue of 152.9 million in 2004, of which Products contributed 91% and Services, the balance. The Products segment revenue consisted of licenses, royalties and development systems, which comprised 39%, 39% and 22%, respectively, of total revenue. During 2004, the company added 65 new licenses, of which 31 were multi-use and 34 per-use. Product-wise, 15 of the licenses were for ARM11 products, 31 for ARM9 products, 15 for ARM7 products, three for next-generation ARM processors and one for licensing architecture. Licensing of products other than microprocessors generated 18% of 2004 revenue.

Below is a table that converts the yearly revenue and earnings per ADS (EPADS) figures into United States dollars (US$) at the weighted monthly average exchange rate. Future periods use the current spot rate as a forward proxy. Note that there have not been any accounting adjustments made from the reported financial results and this presentation is for illustrative purposes only. ARMHY reports all financial results in UK sterling ( ) using United States GAAP accounting rules.

Converted ** Fiscal Year Revenue and EPADS


Year Revenue (US$ millions) Pro forma EPADS (US$) GAAP EPADS (US$) Foreign Exchange Rate
2003 $211 A $0.09 A $0.06 A 1.6450
2004 $281 A $0.19 A $0.15 A 1.8356
1Q05 $105 A $0.05 A $0.04 A 1.8996
2Q05 $107 A $0.06 A $0.04 A 1.8428
3Q05 $101 A $0.06 A $0.04 A 1.7767
4Q05 $109 A $0.06 A $0.05 A 1.7300
2005 $417 A $0.23 A $0.17 A 1.7300
2006 $460 A $0.26 A $0.15 A 1.7346


    • Conversions at historical weighted monthly average exchange rate with future periods using the current spot rate as a forward proxy





References

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