ARM HOLDNGS ADR (ARMH) |
Consensus Forecast of ARM HOLDNGS ADR Revenue in Millions  |
Dec-07 |
Dec-08 |
Dec-09 |
Dec-10 |
Dec-11 |
11/07 |
| $518.58 |
$554.52 |
$477.66 |
$544.09 |
$603.16 |
3.8% |
|
| Discussion | | March top and bottom-line results met consensus estimates. Over the past year Royalty sales in both the PD and PIPD divisions have begun to drive growth and should be a positive long term story. Those same royalty sales will also have the effect of ramping margins.
| Last edited Mon Jul 27, 2009 04:31 PM
by Knagy (Individual Investor) |  |
| Consensus Forecast of ARM HOLDNGS ADR EPS |
Dec-06 |
Dec-07 |
Dec-08 |
Dec-09 |
Dec-10 |
Dec-11 |
Dec-12 |
| $0.06 |
$0.21 |
$0.22 |
$0.21 |
$0.09 |
$0.11 |
$0.14 |
|
| Discussion | | PD unit shipments grew strongly in 2007 and 2008 (ARM’s partners report royalties one quarter in arrears) buoyed by growth in smartphones, audio players and other consumer electronics. Reported processor unit shipments were 889 million, up 7% sequentially and up 23% compared to Q1 2007. The ARM11(TM) family achieved 80% sequential growth and now represents approximately 3% of all units shipped. Shipments of new Cortex-based devices gathered pace with more than a quarter of a million units being shipped in a quarter for the first time. The ARM7(TM) and ARM9(TM) families now represent 57% and 40% of total shipments respectively.
| Last edited Mon Jul 27, 2009 04:32 PM
by Knagy (Individual Investor) | |
| ARMH (ARM HOLDNGS ADR) |
$505.00 |
$79.75 |
7.8% |
17% |
119.33 |
9.7 |
38.2 |
Industry Mean |
|
|
-0% |
18% |
17.41 |
5.5 |
21.9 |
| S&P 500 |
|
|
23% |
11% |
13.71
| 1.9 |
|
|
|
|
|
|
|
|
|
DIOD (DIODES INC) |
$493.00 |
$33.24 |
9.4% |
18% |
13.29 |
1.7 |
11.6 |
IDTI (INTEGR DEVICE) |
$536.00 |
$40.02 |
6.4% |
|
13.74 |
1.8 |
8.6 |
OVTI (OMNIVISION TECH) |
$603.00 |
$6.72 |
1.3% |
10% |
40.31 |
1.7 |
|
CF is operating cash flow plus after-tax interest expense. |
|
| Discussion of Relative Valuation | | Fwd P/E > 100, P/CF>30: is this priced to more than perfection?
| Last edited Tue Aug 17, 2010 01:52 PM
by anonymous | |
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Created by: WikiMigrationBot.
Last Modification: Thursday 03 of June, 2010 06:17:07 CDT by WikiMigrationBot.
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