Source: Statista 1, Statista 2, BBC, Silicon Republic
Arm is a company designing chips (micrprocessors) and other technoloy & software. Let’s have a look at their earnings and more interesting data!
Source: Statista 1, Statista 2, BBC, Silicon Republic
ARM was valued at $80 billion in 2021 amid the deal with NVIDIA.
Currently, there have only been two valuations of ARM.
The first ARM valuation was of $40 billion in 2020, and then the second one was one year after, when the number doubled.
As of 2021, ARM revenue hit USD 2.7 billion.
In 2020, ARM first reached the milestone of $2 billion of revenue. Before that, the number was slowly growing with each new year.
Looking at the data, we can say that ARM’s revenue was always pretty much slow(er) but steady.
Source: Softbank, Statista, Digitimes, Gizmo China
ARM’s net sales in the 2021 fiscal year were approximately USD2 billion, up from USD1.81 billion in the previous fiscal year.
As for the net sales, they are also slow but steady as well. As of 2017 ARM’s net sales were always of over $1.69 billion.
Source: Statista 1, Statista 2
Regarding EBITDA, the table below shows ARM’s situation in the 2017-2022 Q1 interval.
Source: Softbank
In 2021, Arm reported shipped 29 billion Arm-based chips.
ARM shipped more chips with each new year. I nfact, every new year has at least 1 more billion chips shipped compared to the previous year.
ARM has acquired 19 organizations. Their most recent acquisition was Falanx Microsystems on Jun 23, 2020.
The list above highlights all of the 19 companies acquired by ARM.
Source: Crunchbase
ARM has made 22 investments. Their most recent investment was on Jun 7, 2022, when Arduino raised $32 million.
The table shows you how there were 5 lead investors in the 2018-2022 interval.
Source: Crunchbase
Arm Holdings has made 2 diversity investments. Their most recent diversity investment was on Apr 11, 2019, when Ampere Computing raised.
Source: Crunchbase
ARM Licensees are companies with licenses from ARM to manufacture and integrate into their own System on chip (SoC) with other components.
ARM licenses IP to over 1,000 global partners (including Samsung, Apple, and Microsoft and other big names).
In 2021, there were 160 licensees. That’s 15 less licensees than in 2020!
We currently don’t know any 100% confirmed information about ARM’s licensees in 2022 or 2023, but as soon as data comes out, we’ll publish it here.
Source: Strategyzer, Softbank, Softbank 2, Softbank 3
There are 6,950 employees at ARM (2022). With each new year, there are a few hundred more people starting to work for ARM.
Note how the number of employees at ARM went up by over 2,000 in the course of 7 years (2015-2022).
Source: Softbank, ARM, The Guardian, Silicon, Zippia
The founders of ARM are: Jamie Urquhart, Mike Muller, Tudor Brown, Lee Smith, John Biggs, Harry Oldham, Dave Howard, Pete Harrod, Harry Meekings, Al Thomas, Andy Merritt, and David Seal.
Source: Web Archive
ARM global offices are located around the world.
Regarding ARM’ East-Asian offices: 3 of them are in China, 2 in India, 1 in Japan, 1 in South Korea, and 2 in Taiwan.
Source: ARM
ARM has quite a lot of offices in the United Kingdom and a few others around Europe, Middle East and Africa. See all of them below:
Source: ARM
At the moment, all of ARM’s office locations in North America are within the United States.
Source: ARM
In December 2021, Arm’s licensees reported shipments of 7.8 billion ARM-based chips.
Below you can see a list of processors that were shipped worldwide throughout the 2015-2021 interval.
Source: Softbank, ARM, ARM 2, Statista
ARM chips are shipped all over the world. Most of them go to the United Kingdom (19.71%) and United States (15.78%).
Note how lots of chips go to China as well: 12.65%!
Source: Similar Web
In 2019, ARM’s market processor share was 34% with a market value of $138 billion.
Above you can see other markets, shares, and values within the seminconductors market.
Source: Softbank
Source: Statista
ARM makes most of its money through the royalties it collects every time a company makes a chip using its design. And thanks to the company’s market dominance, over 160 billion chips have been made based on ARM designs as of last year.
In SoftBank’s Annual Report for 2021, it was stated that ARM’s technology royalties had grown 16.7% year-on-year.
ARM’s non-royalty revenue is taken from the licenses for processor designs to other semiconductor companies. These companies pay an up-front fee to gain access to the technology – and then a subsequent royalty on every chip that uses one of the designs.
Source: City Index
Since ARM processors are a form of architecture, there is no one manufacturer for them. This technology is used by both Apple and Android on their mobile devices, whereas Intel is used on computers.
Also, ARM has long-powered portable devices, whereas Intel is a relative newcomer. ARM stands for Advanced RISC Machines. Qualcomm, Samsung and Nvidia all have combined their GPUs with Arm-licensed CPUs.
Source: Atatus
Below you can see a list of all the ARM processors available on the market.
Source: Intel, Anand Tech 1, Qualcomm, Anand Tech 2, Anand Tech 3, Anand Tech 4, PC World, Anand Tech 5, NVidia, Golem, WCCF Tech, Anand Tech 6, Anand Tech 7, Anand Tech 8, Anand Tech 9, ARM, ARM 2
ARM’s products are used in a lot of industries. For example, some of them are in the automotive safety industry, while others are used for mobiles and graphics.
See the full list of industries below.
Source: ARM
ARM processors are a family of central processing units (CPUs) based on a reduced instruction set computer (RISC) architecture. ARM stands for Advanced RISC Machine.
Armv9 – The Next Generation of Arm Architecture. The new Armv9 architecture will form the leading edge of the next 315 billion Arm-based chips.
Arm CPUs are the leading smartphone processor IP on the market today. 95 per cent of premium smartphones are powered by Arm. Arm GPUs deliver first-rate performance and efficiency for your smartphone. Corelink Interconnect: CI-700 provides improved energy efficiency and system performance.
In the ARM state, 16 general registers and one or two status registers are accessible at any one time. The registers available to the programmer in each mode, in the ARM state, are illustrated in Figure 2.
ARM is owned by Japanese conglomerate Softbank, whose portfolio also includes 400 other companies, such as office-sharing firm WeWork, Uber-competitor Grab and used-car company Auto1. The company has a total market cap of $76.61 billion as of March 2022, making it among the top 200 most valuable companies worldwide.
Source: City Index
ARM’s main competitors are still the likes of IBM, Intel and AMD who also produce semiconductor chips. Although, ARM no longer has any significant competition within the smartphone chip space.
In terms of graphic processing units (GPUs), ARM faces competition from other giants like NVIDIA, Qualcomm and Intel. Although it is worth pointing out that for the most part, these other manufacturers have combined their proprietary GPUs with ARM-licensed designs.
Source: City Index
Once ARM has been listed, you’ll be able to trade its shares in the same way as any other stock on the market.
ARM is a British semiconductor chip company, whose primary business is designing processors and other chips, as well as systems and platforms. ARM doesn’t manufacture computer processors itself but sells licenses to other production firms. It describes itself as the R&D department for the entire semiconductor industry.
ARM was spun out of a computing company called Acorn Computers in 1990. At the time, the company was part of a joint venture with Apple, which would make chips for the US titan’s first handheld computer. But the venture flopped, leading Apple to sell its 43% stake in ARM – the proceeds of which it used to buy NeXT – an American technology company founded by Apple’s former-CEO Steve Jobs.
Shortly afterwards, Nokia started using ARM-based solutions, and by the end of the 90s, so had the rest of the mobile-phone manufacturing industry, including Apple. Upon his return to the company, Jobs started using ARM-based chip designs as the basis for the first iPod, iPhone and iPad.
Eventually, ARM was bought by SoftBank in 2016 for $24 billion – a 43% premium over ARM’s share price at the time. SoftBank had to take on more debt to finance the deal, which many questioned at the time, but its gamble was spot on as ARM chips soared in popularity.
ARM’s designs are now found in a huge range of devices, such as tablets, computers, smart TVs, smart homes, electric vehicles, drones, electronic passports, and even automatic streetlights. Its technology is found in around 95% of the world’s smartphones – including Apple, Android and Samsung – and 95% of chips designed in China.
ARM was valued at $80 billion in late 2021 amid the deal with NVIDIA. The value of the sale was directly tied to NVIDIA’s stock price as SoftBank would be taking a 10% stake in the US firm. The deal’s valuation was originally set at $40 billion, but during the global chip shortage, NVIDIA’s share price shot up and so did ARM’s valuation.
Although, the company’s valuation is unlikely to come close to this deal on public markets. ARM hasn’t disclosed its finances, but a report from Bloomberg expects the company to be worth between $25-35 billion. That’s based on its most recent revenue reports of $2.5 billion.