ARM HOLDINGS PLC Reports Results For The First Quarter 2012 ...
A conference call discussing these results will be audiocast today at 08:30 BST at
• ARM Holdings Q1 2012 Earnings Results: PDF (24 April 2012)
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• ARM Holdings' CEO Discusses Q1 2012 Results - Earnings Call Transcript (Strategy Analytics)
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ARM Holdings' Question-and-Answer Session Transcrip[t
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>> ARM Continues Record Run
Jason Mick (Blog)
Daily Tech
April 24, 2012
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With tablet and smartphone sales growing at a frantic pace, there's a lot of winners (e.g. Samsung, Apple, Inc. and a lot of losers (e.g. Research in Motion, Ltd. and former Palm owner Hewlett-Packard Comp.
But to ARM Holdings plc it doesn't matter if it's a BlackBerry, an Android, or a Windows Phone -- every phone sold is more money in ARM's pocket.
ARM posted its latest quarter earnings, again blowing away past figures. Here are some highlights:
• Revenue: $209.4M USD (up 13 percent)
• Profit: $97.8M USD (up 22 percent)
• Taxes: 27.0 precent (down from 29.3 percent last year, but more than most tax-dodging corporations like Apple)
• Chips: 1.9 billion shipped (1.1b smartphone/mobile computers; 0.8b embedded)
• Graphics: 2 new Mali licensees
• CPUs: 4 new licenses (1 real-time ARM-R; 3 microcontroller ARM-M)
ARM is a fascinating company, which we profiled not too long ago. While Intel Corp. (INTC) remains the world's largest chipmaker -- as ARM does not physically produce silicon -- ARM is by far the world's largest chip designer. The company was founded from a partnership by the UK's defunct Acorn Computer and Apple, with the aim of developing processors for mobile devices.
Gaining full independence following Acorn and Apple's divestments around the turn of the century, ARM saw early success in the hard drive microcontroller market and then quietly crept into the wide-open emerging mobile device market. Today nearly every smartphone and tablet sold uses a licensed ARM design, cores that remain true to ARM's fundamental reduced instruction set computer (RISC) design philosophy and focus on power-efficiency.
ARM has grand ambitions for a push into the laptop space, giving x86-PC chipmaker Intel its first real architectural challenge in decades. ARM is in good company -- its efforts are backed by Microsoft Corp. (MSFT), which is preparing a special ARM-friendly version of Windows 8. ###
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