Hardware Podcasts

Episode 42: Analyzing Arm's First Q Earnings as a Public Company

The Circuit · 13 Nov 2023 · 38m · Episode 44

What this episode covers

Ben Bajarin and Jay Goldberg analyze Arm's first quarterly earnings as a public company, noting the stock's post-earnings drop despite a revenue beat and raised full-year guidance. They discuss the complexity of Arm's licensing and royalty revenue models, the confusion surrounding its new subscription offerings, and the market's reaction to guidance that fell short of implicit expectations. The hosts also evaluate the competitive landscape, specifically the threat of RISC-V in mobile and data center markets, concluding that while RISC-V is growing, Arm remains dominant in mobile and strong in automotive, with its future hinging on the success of its Neoverse architecture and AI-enabled IP.

Most relevant to

large enterprises

Topics

Mentioned

Companies
Arm, Qualcomm, Apple, Samsung, Google, Ampere, SoftBank
Products
Neoverse
Chips
RISC-V

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