arm | Investor Presentation Deck | 40 slides

ARM · 2017-01
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
No image bound to this slide. Wire up imgproxy to display the rendered slide JPEG.

Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

40
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Humble Origins
02
summarize
Open slide detailBeat · Humble Origins
03
transition
Open slide detailBeat · Humble Origins
04
Uses a before-after framing to illustrate the exponential growth in semiconductor complexity.frame_situation
Open slide detailBeat · Humble OriginsLoop · Before After
05
The visual on the right is a die shot of an ARM processor with colored overlays highlighting different functional blocks.establish_context
Open slide detailBeat · Humble OriginsLoop · Before After
06
The slide uses a layered stack diagram to represent the various IP blocks (Software, Security, System, Radio, Vision, Graphics, Processor, Physical) that integrestablish_context
Open slide detailBeat · Humble Origins
07
The slide uses a visual flow from a hardware/IP stack to a cloud-based service, highlighting a $600m cash flow bridge.present_solution
Open slide detailBeat · Early Struggles
08
establish_context
Open slide detailBeat · Early Struggles
09
transition
Open slide detailBeat · Early Struggles
10
The table includes a reconciliation between calendar years/quarters and SoftBank financial years/quarters.analyze_data
Open slide detailBeat · Early Struggles
11
The chart uses a green arrow to visually emphasize the growth trend over a specific period.analyze_data
Open slide detailBeat · Early Struggles
12
The chart tracks revenue from H1 2007 to H2 2016, highlighting the contribution of different license cohorts.analyze_data
Open slide detailBeat · Early Struggles
13
establish_context
Open slide detailBeat · Early Struggles
14
The table includes a footnote regarding the change in long-term incentive scheme accounting post-acquisition.analyze_data
Open slide detailBeat · Early Struggles
15
Uses a simple percentage breakdown to illustrate capital allocation strategy.analyze_data
Open slide detailBeat · Early Struggles
16
The chart shows historical growth from 2011-2016 and a projected target for 2021.present_solution
Open slide detailBeat · Rising SuccessLoop · Logic Chain
17
The slide contains two perspective views of the same building design.other
Open slide detailBeat · Rising SuccessLoop · Logic Chain
18
The image shows a construction site with a crane and temporary fencing.filler
Open slide detailBeat · Rising SuccessLoop · Logic Chain
19
The chart uses a dual-axis approach to show absolute financial values (bars) and percentage margins (line).analyze_data
Open slide detailBeat · Rising SuccessLoop · Logic Chain
20
The chart uses a mirrored bar structure to show positive earnings/cash generation above the axis and negative cash usage below the axis.analyze_data
Open slide detailBeat · Rising SuccessLoop · Logic Chain
21
The slide highlights specific financial events like the pause in buybacks during the financial crisis and the Apical acquisition impact.analyze_data
Open slide detailBeat · Rising SuccessLoop · Logic Chain
22
analyze_data
Open slide detailBeat · Rising SuccessLoop · Logic Chain
23
The slide uses a bar-chart-like timeline to visualize the duration of R&D phases.present_framework
Open slide detailBeat · Rising SuccessLoop · Logic Chain
24
The slide highlights the long-term nature of R&D investment in the semiconductor industry.illustrate_case
Open slide detailBeat · Rising SuccessLoop · Logic Chain
25
The slide highlights the long-term nature of ARM's business model.illustrate_case
Open slide detailBeat · Rising SuccessLoop · Logic Chain
26
The slide uses a numbered timeline (1-9) to represent phases of technology development and commercialization.present_framework
Open slide detailBeat · Rising SuccessLoop · Logic Chain
27
summarize
Open slide detailBeat · Rising SuccessLoop · Logic Chain
28
front_matter
Open slide detailBeat · The Breakthrough
29
The table shows fair values in GBP and JPY, amortization periods, methods, and accumulated amortization amounts.analyze_data
Open slide detailBeat · The Breakthrough
30
analyze_data
Open slide detailBeat · The Breakthrough
31
summarize
Open slide detailBeat · The Breakthrough
32
The slide uses a 2x2 grid to categorize market segments.decompose_segments
Open slide detailBeat · The Breakthrough
33
present_framework
Open slide detailBeat · The Breakthrough
34
establish_context
Open slide detailBeat · The Breakthrough
35
summarize
Open slide detailBeat · The Breakthrough
36
The slide uses a 3D visualization of a CPU cluster to illustrate the architecture.present_solution
Open slide detailBeat · The Breakthrough
37
The slide uses a visual metaphor of a robot holding a brain to represent AI, alongside a technical diagram showing CPU-to-accelerator connectivity.present_solution
Open slide detailBeat · The Breakthrough
38
The slide highlights the strategic acquisition of Mistbase and NextG-Com to bolster the Cordio-N offering.present_solution
Open slide detailBeat · The Breakthrough
39
Uses authority-citation to build credibility for ARM technology.illustrate_case
Open slide detailBeat · The Breakthrough
40
state_next_steps
Open slide detailBeat · The Breakthrough