arm | Investor Presentation Deck | 46 slides

Arm · 2017-09
arc beats above · slides in the middle · loops below · scroll → 3 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 2
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Deck intelligence map

5
coverage by narrative range · generated from this deck JSON

Slide inventory

46
every slide · same image gating as the playbook
01
Slide 1
front_matter
Open slide detailBeat · Humble Origins
02
establish_context
Open slide detailBeat · Humble Origins
03
transition
Open slide detailBeat · Humble Origins
04
Uses a visual contrast to illustrate the exponential growth in semiconductor complexity.frame_situation
Open slide detailBeat · Early StrugglesLoop · Pattern Hunter
05
The diagram is a die shot of an SoC with colored overlays highlighting different functional blocks.present_framework
Open slide detailBeat · Early StrugglesLoop · Pattern Hunter
06
The slide uses a stack diagram to illustrate how various IP blocks integrate into a final chip product.establish_context
Open slide detailBeat · Early StrugglesLoop · Pattern Hunter
07
The slide uses a flywheel-style visual to connect core IP business to new cloud investments.present_solution
Open slide detailBeat · Rising Success
08
establish_context
Open slide detailBeat · Rising Success
09
The diagram shows a circular flow of technology, license fees, chip shipments, and royalties.present_framework
Open slide detailBeat · Rising Success
10
transition
Open slide detailBeat · Rising Success
11
The slide uses a dot plot for historic data and a bar chart with average markers for product-specific performance.analyze_data
Open slide detailBeat · Rising Success
12
The slide uses a visual metaphor of a connected city to represent the IoT ecosystem.present_solution
Open slide detailBeat · Rising Success
13
Slide 13 of 2017 Arm presentation.analyze_data
Open slide detailBeat · Rising Success
14
The slide uses a dot plot for historic quarterly data and a bar chart for current product-specific license counts.analyze_data
Open slide detailBeat · Rising Success
15
transition
Open slide detailBeat · The Breakthrough
16
The slide uses a bar chart comparison to illustrate market dynamics.analyze_data
Open slide detailBeat · The Breakthrough
17
The slide uses a rhetorical question as a title to frame a potential investor concern and immediately provides a structured breakdown of the drivers to mitigatepreempt_rebuttal
Open slide detailBeat · The BreakthroughLoop · Cost Of Inaction
18
The slide uses a rhetorical question as a title to frame a preemptive rebuttal against the concern of declining unit economics.preempt_rebuttal
Open slide detailBeat · The BreakthroughLoop · Cost Of Inaction
19
transition
Open slide detailBeat · The Breakthrough
20
The chart shows a stacked bar progression where the light blue segment represents the incremental growth (+329, +388, +488, +608, +586, +1,100).analyze_data
Open slide detailBeat · The Breakthrough
21
The chart uses a waterfall structure to bridge the cost gap between two periods.analyze_data
Open slide detailBeat · The Breakthrough
22
Includes a specific callout for H1 2017 performance and a footnote regarding one-off adjustments.analyze_data
Open slide detailBeat · The Breakthrough
23
The slide uses red circles to highlight specific strategic areas. The 'Security and Privacy' element is placed at the bottom as a foundational layer.present_framework
Open slide detailBeat · Ultimate Achievement
24
transition
Open slide detailBeat · Ultimate Achievement
25
The chart shows a clear shift in market composition where Cloud and HPC segments are growing as a proportion of the total TAM.size_opportunity
Open slide detailBeat · Ultimate Achievement
26
The slide uses a matrix-like structure to show progress over time across four workstreams.plan_implementation
Open slide detailBeat · Ultimate Achievement
27
The slide uses a timeline framework to map architectural releases to specific processor families and key feature advancements.present_framework
Open slide detailBeat · Ultimate Achievement
28
This is a logo grid used to demonstrate ecosystem breadth.establish_context
Open slide detailBeat · Ultimate Achievement
29
The slide is a composite of four distinct bar charts.compare_peers
Open slide detailBeat · Ultimate Achievement
30
establish_context
Open slide detailBeat · Ultimate Achievement
31
Slide 31 from an Arm Limited presentation, circa 2017.establish_context
Open slide detailBeat · Ultimate Achievement
32
Note the typo in 'Artifical' in the original slide.front_matter
Open slide detailBeat · Ultimate Achievement
33
The slide uses a grid layout to categorize applications of Arm's technology.establish_context
Open slide detailBeat · Ultimate Achievement
34
This is a product UI screenshot used in a presentation context.other
Open slide detailBeat · Ultimate Achievement
35
The slide uses imagery to illustrate the benefits/drivers of edge computing.present_framework
Open slide detailBeat · Ultimate Achievement
36
Uses a visual 'X' over a homogeneous grid of DSPs to contrast with a heterogeneous grid of various processor types.frame_problem
Open slide detailBeat · Ultimate AchievementLoop · Golden Circle
37
The slide uses a layered architecture diagram to represent the software and hardware stack.present_solution
Open slide detailBeat · Ultimate AchievementLoop · Golden Circle
38
The slide features a 3D visualization of a CPU cluster architecture.present_solution
Open slide detailBeat · Ultimate Achievement
39
Includes Arm logo in bottom right corner.front_matter
Open slide detailBeat · Ultimate Achievement
40
establish_context
Open slide detailBeat · Ultimate Achievement
41
The chart uses a broken axis for the 'All Google services' bar to accommodate its significantly larger value.analyze_data
Open slide detailBeat · Ultimate Achievement
42
The slide uses a visual metaphor of a car to map compute requirements to specific vehicle domains.compare_peers
Open slide detailBeat · Ultimate Achievement
43
The slide uses a color-coded grid to represent increasing levels of automation and hardware requirements over time.plan_implementation
Open slide detailBeat · Ultimate Achievement
44
The slide uses a visual callout to connect the Arm processor, the zFAS controller, and the Audi A8 vehicle.illustrate_case
Open slide detailBeat · Ultimate Achievement
45
The slide uses a callout diagram to map processor applications to specific vehicle components.illustrate_case
Open slide detailBeat · Ultimate Achievement
46
summarize
Open slide detailBeat · Ultimate Achievement