arm | Investor Presentation Deck | 38 slides

Arm · 2018-01
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
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Deck intelligence map

4
coverage by narrative range · generated from this deck JSON

Slide inventory

38
every slide · same image gating as the playbook
01
Slide 1
Includes corporate branding and subsidiary disclosure.front_matter
02
The slide uses a grid layout to present four pillars of technological change, with a central theme of security/privacy at the bottom.establish_context
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03
The slide uses a checkmark matrix to illustrate market coverage.present_framework
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04
The slide uses a process diagram to illustrate the revenue lifecycle from R&D to long-term royalty generation.establish_context
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05
The diagram uses a circular flow to represent the business ecosystem.present_framework
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06
present_solution
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07
size_opportunity
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08
The slide uses a three-column layout to represent a timeline of technological adoption.establish_context
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09
The slide uses a visual callout/exploded view of a smartphone motherboard to map specific Arm technologies to device components.establish_context
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10
The chart shows exponential growth in shipments over 25 years.summarize
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11
analyze_data
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12
The slide uses a bridge-like structure to connect specific line items to qualitative explanations.analyze_data
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13
The slide uses arrows to link specific line items in the financial table to explanatory text boxes on the right.analyze_data
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14
The slide uses a waterfall chart for cumulative licenses and a stacked area chart for revenue growth over time.analyze_data
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15
The slide uses a consistent color scheme (yellow for prior periods, green for current period) to highlight growth.summarize
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16
Uses a visual bridge/arrow design to connect 2016 TAM to 2025 TAM.size_opportunity
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17
The slide uses a visual bridge to connect 2016 TAM to 2025 TAM projections.size_opportunity
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18
The slide uses a three-column layout to illustrate growth drivers: technology adoption (chart), premium value (callout), and market expansion (images).quantify_opportunity
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19
The slide uses a car chassis as a background image to map out electronic control units (ECUs) and sensors.size_opportunity
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20
size_opportunity
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21
The slide uses a three-column layout to present the market opportunity, the ecosystem, and a customer testimonial.quantify_opportunity
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22
The slide uses a before-after comparison of technology accessibility (1997 vs 2017) and a growth curve for IoT module production.size_opportunity
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23
The slide uses a pie chart to segment the TAM and a layered diagram to show the ecosystem of partners and services.size_opportunity
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24
The slide uses a grid layout to categorize AI applications across eight distinct domains.present_framework
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25
present_framework
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26
Slide 26 from an Arm 2018 presentation.present_framework
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27
The slide uses a three-column layout to categorize AR requirements into interaction, performance, and hardware innovation.present_framework
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28
Slide 28 from an Arm 2018 presentation.establish_context
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29
Slide 29 from an Arm 2018 presentation.present_solution
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30
The slide uses a layered stack diagram to represent the integration of various IP blocks into a final chip product.establish_context
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31
The slide uses a visual metaphor of a stack of IP layers feeding into a cash flow generator, which then fuels the mbed Cloud ecosystem.present_solution
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32
The chart uses a dual-axis approach to show absolute financial values (bars) and percentage margins (line).analyze_data
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33
The slide contrasts a qualitative strategic shift with a quantitative historical cash position.summarize
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34
The slide illustrates the 'long-term investment' thesis by showing R&D phases preceding revenue.illustrate_case
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35
The slide uses a numbered timeline (1-9) to map the lifecycle from research to recurring revenue.present_framework
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36
The chart uses a waterfall bridge to reconcile cost growth.analyze_data
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37
appendix
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38
The slide includes a mock-up of a registration form on the right side.state_demand
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