ARM Holdings plc 2015 Analyst and Investor Day

103 Pages·2015·5.07 MB·English

by  Stuart Waldron

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