backtop


Print

License signing remains strong -- ARM is still the king of mobile

ARM Holdings Plc (LON:ARM) is the embedded device, smartphone, and tablet industries' undisputed king.  Whether it's an Apple, Inc. (AAPL) i-device, an Android gadget, or a Windows Phone, the processors that power each of these devices are typically chips based on architecture and/or instruction set licensed from ARM.

That hegemony of the electronics industry's most lucrative and fast-expanding markets is paying off in a big way.  The company just released its Q1 2013 earnings report [press release], which dashes analyst expectations and emphasizes the company is still surging strong.

In Q1 2013 ARM's partners shipped 2.6B chips, a 35 percent growth on a year-to-year basis.  And ARM pulled in $263.9M USD (£107.3M) in revenue, with a (before-tax) profit of $136.2M USD (£89.4M) -- up 44 percent from Q1 2012.

ARM Cortex A15
Smartphone king ARM blew past analyst expectations. [Image Source: ARM Holdings]

A survey of 13 analysts by UK-based Financial Times, a Pearson PLC unit (LON:PSON), predicted only $239.9M USD (£157.4M) in revenue and $112.6M USD (£73.9M) in profit.  Of course, ARM has a track record over the last few years of putting analysts' conservative expectations to shame.

ARM signed 22 new licensees of its processor architecture.  It also signed three more licensees to its Mali GPU architecture.  An undisclosed company became the first licensee of Skrymir, a new Mali GPU, which ARM bills "ARM's most advanced graphics processor".

Despite signing six licensees (including three new ones) to its low-power Cortex-M embedded architecture -- a category that normally has slim margins -- ARM's royalty fees per chip remained flat at 4.6 cents on a year to year basis, a very good sign.  Combined with the exploding growth of low-cost digital devices, it appears ARM Holdings is destined to roll on to even bigger and better earnings in quarters to come.

Sources: ARM Holdings [press release], FT [analyst estimates]





"People Don't Respect Confidentiality in This Industry" -- Sony Computer Entertainment of America President and CEO Jack Tretton



Latest Headlines
Are You in the Market for Earphones?
March 24, 2017, 7:35 AM
Samsung Galaxy S8, Rumored Launch Date!
March 18, 2017, 6:45 AM
How about Leica Cameras
March 13, 2017, 6:30 AM
A Baseball Cap With Camera
March 3, 2017, 7:00 AM
Nokia 3310 with longer battery life
February 28, 2017, 7:05 AM




Latest Blog Posts
What else to worry about?
Saimin Nidarson - Mar 17, 2017, 6:45 AM
Todays’ Life
Saimin Nidarson - Mar 14, 2017, 7:30 AM
News and Tips
Saimin Nidarson - Mar 13, 2017, 6:30 AM
Some News
Saimin Nidarson - Mar 8, 2017, 7:09 AM
News
Saimin Nidarson - Mar 7, 2017, 8:45 AM
World news 3-6
Saimin Nidarson - Mar 6, 2017, 5:40 AM
Mixed News
Saimin Nidarson - Mar 4, 2017, 7:40 AM
Mixed News of the Day
Saimin Nidarson - Mar 4, 2017, 6:32 AM
Mixed News of The World:
Saimin Nidarson - Mar 2, 2017, 7:02 AM
World New 3-1
Saimin Nidarson - Mar 1, 2017, 6:30 AM
Gaming News of The Day
Saimin Nidarson - Feb 28, 2017, 6:56 AM






botimage
Copyright 2017 DailyTech LLC. - RSS Feed | Advertise | About Us | Ethics | FAQ | Terms, Conditions & Privacy Information | Kristopher Kubicki