ARM Holdings plc 2015 Analyst and Investor Day PDF
Preview ARM Holdings plc 2015 Analyst and Investor Day
ARM Holdings plc 2015 Analyst and Investor Day 15 September 2015 Cautionary statement concerning forward-looking statements This presentation contains forward-looking statements as defined in section 102 of the Private Securities Litigation Reform Act of 1995. These statements are subject to risk factors associated with the semiconductor and intellectual property businesses. When used in this document, the words “anticipates”, “may”, “can”, “believes”, “expects”, “projects”, “intends”, “likely”, similar expressions and any other statements that are not historical facts, in each case as they relate to ARM, its management or its businesses and financial performance and condition are intended to identify those assertions as forward-looking statements. It is believed that the expectations reflected in these statements are reasonable, but they may be affected by a variety of variables, many of which are beyond our control. These variables could cause actual results or trends to differ materially and include, but are not limited to: failure to realize the benefits of our recent acquisitions, unforeseen liabilities arising from our recent acquisitions, price fluctuations, actual demand, the availability of software and operating systems compatible with our intellectual property, the continued demand for products including ARM’s intellectual property, delays in the design process or delays in a customer’s project that uses ARM’s technology, the success of our semiconductor partners, loss of market and industry competition, exchange and currency fluctuations, any future strategic investments or acquisitions, rapid technological change, regulatory developments, ARM’s ability to negotiate, structure, monitor and enforce agreements for the determination and payment of royalties, actual or potential litigation, changes in tax laws, interest rates and access to capital markets, political, economic and financial market conditions in various countries and regions, including the commercial credit environment and uncertainties arising out of the financial market and liquidity crises, and capital expenditure requirements. ARM does not intend or assume any obligation to update or revise these forward-looking statements in light of developments which differ from those anticipated. More information about potential factors that could affect ARM’s business and financial results is included in ARM’s Annual Report on Form 20-F for the fiscal year ended December 31, 2014 including (without limitation) under the captions, “Risk Factors” and “Operating and Financial Review and Prospects,” which is on file with the Securities and Exchange Commission (the “SEC”) and available at the SEC’s website at www.sec.gov. © ARM 2015 Agenda Timing Topic 1 0:00 Welcome Stuart Chambers | Chairman 10:05 – 10:35 Investing for long-term growth Simon Segars | Chief Executive Officer 10:35 – 11:00 Accelerating share gains in enterprise infrastructure Pete Hutton | EVP and President of Product Development 11:00 – 11:15 Break 11:15 – 11:45 New opportunities in the Internet of Things Mike Muller | Chief Technology Officer 11:45 – 12.10 Financial update Chris Kennedy | Chief Financial Officer 12:10– 12:45 Q&A Chaired by Simon Segars 12:45 – 13:30 Buffet Lunch © ARM 2015 Investing for Long Term Growth Simon Segars | Chief Executive Officer Sensors to smartphones to servers © ARM 2015 ARM is increasingly diversified ARM licenses signed - 2004 ARM-based chip shipments - 2004 7% 10% home 40% 69% 19% home mobile devices 20% enterprise mobile enterprise 5% 30% applications devices embedded embedded computers © ARM 2015 ARM is increasingly diversified AARRMM lliicceennsseess ssiiggnneedd -- 22000144 ARM-based chip shipments - 2014 45% 30% 1100%% 5% 16% 40% home mobile hohommee mobile 20% modbeivleic dees vices 20% devices enterprise enterprise 34% 30% enaptpelircpatrioisnes 40% embedded computers embedded computers embedded computers © ARM 2015 Broad Market Penetration >95% >85% >90% >90% market market market market share share share share smartphone wearables tablet storage >95% >25% >60% >55% market market market market share share share share automotive microcontrollers wireless consumer infotainment connectivity electronics © ARM 2015 Investing for long-term growth Advanced processors that deliver more value New technologies that generate additional revenue streams Galvanised ecosystems that accelerate adoption of ARM technology © ARM 2015 Creating sustainable growth Creating sustainable growth Increased royalty per processor Investing in More royalty processor innovation revenue per chip Increased ARM IP per chip Investing in Increased share in new technologies Accelerate market share gains target markets Investing in New revenue streams Increased long-term adoption the ecosystem from new markets Additional new markets © ARM 2015
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