I will wait 18 months after of

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JediGingerNinja
2023-09-08

I will wait 18 months after offering and buy it lower than the IPO as seems to be the pattern [Onlooker]

Arm Touts Cloud Computing Expansion, Royalties to IPO Investors

By Echo Wang and Svea Herbst-Bayliss NEW YORK, Sept 7 (Reuters) - SoftBank Group Corp's Arm Holdings Plc on Thursday told potential investors in its roughly $5 billion initial public offering th

Arm Touts Cloud Computing Expansion, Royalties to IPO Investors

# Arm: The Biggest IPO in 2023

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Overall sales totaled $2.68 billion in the 12 months to the end of March, compared to $2.7 billion in the prior period.</p><p>Arm is seeking a valuation on a fully diluted basis of $50 billion to $54.5 billion, less than the $64 billion SoftBank assigned to it in a transaction last month with the $100 billion Vision Fund that it manages.</p><p>While some investors and bankers that Reuters spoke with after the presentation were upbeat, it remained unclear how strong the IPO&#39;s reception would be. Arm has already secured the participation of several customers, including Apple Inc, Nvidia Corp and Alphabet Inc , as investors in the IPO. It is scheduled to close the books and price the offering on Sept. 13.</p><p>Arm told potential investors on Thursday that the cloud computing market, of which it has only a 10% share and therefore more room to expand, is expected to grow at an annual rate of 17% through 2025, partly thanks to advances in artificial intelligence. The automotive market, of which it commands 41%, is forecast to expand by 16%, compared with just 6% growth expected for the mobile market.</p><p>&#34;They said that Apple use 100% Arm architecture (because of Arm&#39;s dominance in smart phones). The future growth driver is to expand market share in the Windows PC market,&#34; said Ryuta Makino, a research analyst at Gabelli Funds.</p><p>Arm also told investors its royalty fees, which account for most of its revenue, were accumulating since it started collecting them in the early 1990s. Royalty revenue came in at $1.68 billion at the latest fiscal year, up from $1.56 billion from a year before.</p><p>An area of scrutiny for investors has been Arm&#39;s exposure to China, given geopolitical tensions with the United States that have led to a race to secure chip supplies. Sales in China contributed 24.5% of Arm&#39;s $2.68 billion revenue in fiscal 2023.</p><p>Virtually all of that revenue comes from Arm China, an independent entity with exclusive rights to distribute Arm&#39;s technology in the country and is Arm&#39;s largest customer. ARM China has a history of late payments and presents &#34;significant risks&#34; to Arm&#39;s business, the company&#39;s IPO filing said.</p><p>Arm said in the filing that it was owed $386.9 million by Arm China as of the end of March. Arm&#39;s chief financial officer has told investors during the marketing of the IPO that the company was not concerned about being paid back.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Arm Touts Cloud Computing Expansion, Royalties to IPO Investors</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nArm Touts Cloud Computing Expansion, Royalties to IPO Investors\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2023-09-08 08:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>NEW YORK, Sept 7 (Reuters) - SoftBank Group Corp&#39;s Arm Holdings Plc on Thursday told potential investors in its roughly $5 billion initial public offering that cloud computing expansion and royalty revenue represented major growth areas for the chip designer.</p><p>In a gathering of more than 100 investors at <a href=\"https://laohu8.com/S/AONE.U\">one</a> of New York&#39;s most luxurious hotels, Arm Chief Executive Rene Haas and his management team gave details on the company&#39;s prospects beyond the mobile phone market, of which it already commands a 99% share, people who were in attendance said.</p><p>Weak mobile demand during a global economic slowdown has caused Arm&#39;s revenue to stagnate. Overall sales totaled $2.68 billion in the 12 months to the end of March, compared to $2.7 billion in the prior period.</p><p>Arm is seeking a valuation on a fully diluted basis of $50 billion to $54.5 billion, less than the $64 billion SoftBank assigned to it in a transaction last month with the $100 billion Vision Fund that it manages.</p><p>While some investors and bankers that Reuters spoke with after the presentation were upbeat, it remained unclear how strong the IPO&#39;s reception would be. Arm has already secured the participation of several customers, including Apple Inc, Nvidia Corp and Alphabet Inc , as investors in the IPO. It is scheduled to close the books and price the offering on Sept. 13.</p><p>Arm told potential investors on Thursday that the cloud computing market, of which it has only a 10% share and therefore more room to expand, is expected to grow at an annual rate of 17% through 2025, partly thanks to advances in artificial intelligence. The automotive market, of which it commands 41%, is forecast to expand by 16%, compared with just 6% growth expected for the mobile market.</p><p>&#34;They said that Apple use 100% Arm architecture (because of Arm&#39;s dominance in smart phones). The future growth driver is to expand market share in the Windows PC market,&#34; said Ryuta Makino, a research analyst at Gabelli Funds.</p><p>Arm also told investors its royalty fees, which account for most of its revenue, were accumulating since it started collecting them in the early 1990s. Royalty revenue came in at $1.68 billion at the latest fiscal year, up from $1.56 billion from a year before.</p><p>An area of scrutiny for investors has been Arm&#39;s exposure to China, given geopolitical tensions with the United States that have led to a race to secure chip supplies. Sales in China contributed 24.5% of Arm&#39;s $2.68 billion revenue in fiscal 2023.</p><p>Virtually all of that revenue comes from Arm China, an independent entity with exclusive rights to distribute Arm&#39;s technology in the country and is Arm&#39;s largest customer. ARM China has a history of late payments and presents &#34;significant risks&#34; to Arm&#39;s business, the company&#39;s IPO filing said.</p><p>Arm said in the filing that it was owed $386.9 million by Arm China as of the end of March. Arm&#39;s chief financial officer has told investors during the marketing of the IPO that the company was not concerned about being paid back.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","BK4592":"伊斯兰概念","BK4532":"文艺复兴科技持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4554":"元宇宙及AR概念","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4553":"喜马拉雅资本持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4534":"瑞士信贷持仓","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","GOOGL":"谷歌A","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4535":"淡马锡持仓","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","ARM":"ARM Holdings Ltd","INTC":"英特尔","BK4527":"明星科技股","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4573":"虚拟现实","NVDA":"英伟达","BK4505":"高瓴资本持仓","BK4581":"高盛持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","AMD":"美国超微公司","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","AAPL":"苹果","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4170":"电脑硬件、储存设备及电脑周边","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC"},"source_url":"https://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2365898892","content_text":"NEW YORK, Sept 7 (Reuters) - SoftBank Group Corp's Arm Holdings Plc on Thursday told potential investors in its roughly $5 billion initial public offering that cloud computing expansion and royalty revenue represented major growth areas for the chip designer.In a gathering of more than 100 investors at one of New York's most luxurious hotels, Arm Chief Executive Rene Haas and his management team gave details on the company's prospects beyond the mobile phone market, of which it already commands a 99% share, people who were in attendance said.Weak mobile demand during a global economic slowdown has caused Arm's revenue to stagnate. Overall sales totaled $2.68 billion in the 12 months to the end of March, compared to $2.7 billion in the prior period.Arm is seeking a valuation on a fully diluted basis of $50 billion to $54.5 billion, less than the $64 billion SoftBank assigned to it in a transaction last month with the $100 billion Vision Fund that it manages.While some investors and bankers that Reuters spoke with after the presentation were upbeat, it remained unclear how strong the IPO's reception would be. Arm has already secured the participation of several customers, including Apple Inc, Nvidia Corp and Alphabet Inc , as investors in the IPO. It is scheduled to close the books and price the offering on Sept. 13.Arm told potential investors on Thursday that the cloud computing market, of which it has only a 10% share and therefore more room to expand, is expected to grow at an annual rate of 17% through 2025, partly thanks to advances in artificial intelligence. The automotive market, of which it commands 41%, is forecast to expand by 16%, compared with just 6% growth expected for the mobile market.\"They said that Apple use 100% Arm architecture (because of Arm's dominance in smart phones). The future growth driver is to expand market share in the Windows PC market,\" said Ryuta Makino, a research analyst at Gabelli Funds.Arm also told investors its royalty fees, which account for most of its revenue, were accumulating since it started collecting them in the early 1990s. Royalty revenue came in at $1.68 billion at the latest fiscal year, up from $1.56 billion from a year before.An area of scrutiny for investors has been Arm's exposure to China, given geopolitical tensions with the United States that have led to a race to secure chip supplies. Sales in China contributed 24.5% of Arm's $2.68 billion revenue in fiscal 2023.Virtually all of that revenue comes from Arm China, an independent entity with exclusive rights to distribute Arm's technology in the country and is Arm's largest customer. ARM China has a history of late payments and presents \"significant risks\" to Arm's business, the company's IPO filing said.Arm said in the filing that it was owed $386.9 million by Arm China as of the end of March. Arm's chief financial officer has told investors during the marketing of the IPO that the company was not concerned about being paid back.","news_type":1},"isVote":1,"tweetType":1,"viewCount":305,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":84,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}