Research
FORUM TRANSCRIPT

Arm China – Key Growth Drivers & Revenue Outlook

  • Multi Asset
  • Multi Sector
  • Global
PREMIUM

SoftBank’s Arm is seeking the largest Nasdaq IPO in almost two years, targeting a valuation of $60-70bn despite flat revenue and declining net profit.

Third Bridge has been monitoring the company’s IPO prospects since February 2022, providing investors with early-stage, predictive intelligence on Arm’s growth prospects. Gain access to these critical insights through our comprehensive coverage. 

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Specialist

Former VP at Arm

Agenda

  • Development of Arm China’s 25% contribution to Arm’s overall revenue
  • Arm China’s key licensees and end markets – smartphones, automotives, telecoms infrastructure and cloud and data centres
  • Scope to license directly to China-based OEMs and cloud players
  • Royalty rate and licensing fee evolution

Questions

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