This Day On The Street
Continue to site
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

ARM Holdings Plc's CEO Discusses Q4 2011 Results - Earnings Call Transcript

ARM Holdings plc (ARMH)

Q4 2011 Earnings Call

January 31, 2012 4:30 am ET


Warren East - Chief Executive Officer, Director and Member of Disclosure Committee

Tim Score - Chief Financial Officer, Director, Member of Compliance Committee, Member of Disclosure Committee and Member of Risk Review Committee


Francois Meunier - Morgan Stanley, Research Division

Didier Scemama - RBS Research

Janardan Menon - Liberum Capital Limited, Research Division

Kai Korschelt - Deutsche Bank AG, Research Division

Andrew Dunn - RBC Capital Markets, LLC, Research Division

Sumant Wahi - Redburn Partners LLP, Research Division

Nick James - Numis Securities Ltd., Research Division

Sandeep Deshpande - JP Morgan Chase & Co, Research Division

Gunnar Plagge - Citigroup Inc, Research Division

Gareth Jenkins - UBS Investment Bank, Research Division

Andrew M. Gardiner - Barclays Capital, Research Division


Warren East

Okay, good morning, everybody, and thank you for coming to our results presentation. I have an obligatory slide to flash up in front of you. And in the usual manner, I'm going to do a business update, and Tim will summarize the effects, the financial effects of business, update for the last quarter before we do questions and answers.

I've been enjoying myself so far this morning with some of the broadcast media because we've been talking about another record quarter for ARM, which brings to close an excellent year. And I think the highlights are shown on this slide. Really that excellent year and record quarter and increase in backlog and so on, it’s been driven by continued activity from the major semiconductor companies investing in ARM technology. And in the last quarter, we're pleased to announce our lead partners signed for our version 8 architecture product that we announced in October. Actually, we haven't announced these products. What we announced in October was our version 8 architecture. We will, in due course, be announcing some products. And what you can see here is that some of the lead partners, our first lead partners, have signed up for those products. So this is indicative of the strength of the V8 architecture for the future, and so we're very pleased with that. There'll be a little bit more on that as we go through the presentation.

1 of 3

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!


DOW 18,037.97 -42.17 -0.23%
S&P 500 2,108.92 -8.77 -0.41%
NASDAQ 5,060.2460 -31.8390 -0.63%

Partners Compare Online Brokers

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs