Wednesday, April 22, 2015

I Phone 6 on demand - ARM Posts Better-Than-Expected Quarterly Profit

Shares in the Cambridge-based company rose to an all-time high of GBP 12.33 after it posted the figures.



ARM Holdings, the British chip designer favored by Apple, beat expectations for first-quarter profit thanks to demand for the iPhone 6, and said its royalties would grow as its latest technology is used in more smartphones.

Shares in the Cambridge-based company rose to an all-time high of GBP 12.33 after it posted a 24 percent rise in first-quarter pretax profit to GBP 120.5 million ($179.1 million).

That beat analysts' expectations of GBP 115 million, according to a company-provided consensus.

The shares were up 4.6 percent at GBP 12.04 at 0717 GMT.

"In the second half of 2015 we expect to benefit from the increasing deployment of ARMv8-A technology, our latest generation of processors, in the newest smartphones and tablets," Chief Financial Officer Tim Score said on Tuesday.

"These chips typically have a slightly higher royalty rate than the previous generation."

Royalty revenue, collected a quarter in arrears from a record 3.8 billion chips shipped, rose 26 percent on an underlying basis, ARM said.

Analysts at Citi said they expected full-year consensus expectations for ARM's revenue would edge up to reflect the encouraging performance in royalties.

ARM's processor licensing revenue dipped 2 percent, missing market forecasts, but Score said he expected licensing revenue to raise 5-10 percent in the longer term.
Industry-wide revenues had slipped after a busy fourth quarter, in line with normal seasonal trends, which would be reflected in its second quarter, Score said. But overall second-quarter revenue would be in line with market expectations, which stand at $354.6 million.


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