Overview:
Arm Holdings was listed on the Nasdaq Stock Exchange on September 14, 2023, with a post-IPO valuation of around $55 billion. This is the biggest deal since the start of the current economic downturn in 2022, which has been marked by rapid rate-hiking regimes from global central banks that have sapped liquidity out of public markets and dented investor confidence in technology companies.
Arm’s IPO is widely seen as a success and has raised hopes that it could reignite interest in technology listings. The industry will be hoping that investors look beyond short-term pessimism in device sales and consumer caution and view future opportunities more favorably.
In this report, we also discuss a number of key areas that Arm will be investing in and pivoting towards in the future, along with where it could reap the benefits of future technological changes.
Table of Contents:
- Introduction – Arm’s IPO Has Been Favorably Received
- Why Arm Matters and Why a Course Change is on the Horizon
- Course 1: Datacenter and AI
- Course 2: On-device AI
- Course 3: Automotive
- Course 4: Revenue Model
- Strategic Concerns: Relationship with Customers, RISC-V, China and Geopolitics
Number of pages: 14
Published date: October 2023