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FORUM TRANSCRIPT

Arm Ltd – Automotive Chip IP Update & Growth Drivers

  • Public Equity
  • TMT
  • Europe
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 Director at Arm

Agenda

  • Evolution of Arm’s key use cases for automotive – ADAS (advanced driver-assistance systems), AV (autonomous vehicle), cockpit, powertrain, steering and suspension
  • Level 4 and 5 AV development, early adopters and future opportunities
  • Automotive royalty rate and licensing fee evolution and key customer dynamics
  • Competitive landscape vs Intel (NASDAQ: INTC)

Questions

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