Quick thoughts on Arm and Qualcomm Earnings
Arm and Qualcomm both reported good numbers, but while Qualcomm did exceptionally well, Arm’s numbers left something to be desired.
Tag Archives: ARM
Arm Q2 Results
Apologies for our limited publishing schedule last week. We were traveling in Asia on client work. Arm reported a strong quarter comfortably beating consensus for their fiscal Q2. They guided […]
Mutually Assured Destruction
Does Arm’s latest move, canceling a Qualcomm license, imply that they want to take the very risky step of taking this lawsuit all the way to a jury trial?
Arm Earnings – Reality vs Expectation
Arm reported a good quarter, but at their multiple, in this market, that was not enough for the Street.
On Paths Not Taken
Nvidia’s is now hailed for its single-minded vision of giving birth to AI. But the real lesson from their success is better demonstrated by their failures. This is a company that is not afraid of taking risks.
Arm in Automotive
Arm’s new automotive products are interesting in their own right – covering all types of chips and customers – but they also highlight the ways in which Arm is working to capture more value across the industry.
Arm Results Set the World on Fire
Arm’s results go a long way to establishing the company’s credibility with the Street. Solid execution and some strong tailwinds are helping. That being said, the company’s valuation is pushing into Priced for Perfection territority.
No Going Back: The New Data Center
The numbers on data center processor revenue share are stark. Nvidia has been growing strongly for years and now dominates the league tables. The only question is really what is the new status quo for their share?
Arm and RISC V: Can There Only Be One?
Everyone assumes that Arm and RISC V are locked in a Highlander contest where there can only be one, but in practicer we think we are going to see a lot more chips containing both, sitting next to each other.
Semis IP Market Overview
The market for Semis IP has gotten a lot more interesting in recent years, and looks set to become even more so. And while the incumbents retain their market concentration, the changing nature of compute is opening the doors to many new entrants.