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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

Executives

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

Analysts

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

Presentation

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.

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