arm | Investor Presentation Deck | 27 slides

Arm · 2018-12
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 1
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4
coverage by narrative range · generated from this deck JSON

Slide inventory

27
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
transition
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transition
Open slide detailBeat · Problem
04
The chart displays 14 quarters of data. The trend line is a visual representation of the 11% CAGR.analyze_data
Open slide detailBeat · Problem
05
The slide uses a red circle annotation to highlight a specific data point (Q1 2018) as a bottleneck.analyze_data
Open slide detailBeat · Problem
06
The chart uses a dual-axis approach: stacked bars for absolute costs and a line for EBITDA margin percentage. Red boxes and lines highlight specific Q3 2017 andanalyze_data
Open slide detailBeat · Problem
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transition
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The slide uses a hub-spoke style diagram to show the JV ownership structure.establish_context
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summarize
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transition
Open slide detailBeat · Solution
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The slide is largely empty, likely intended to be built upon in a presentation sequence.establish_context
Open slide detailBeat · Solution
12
The diagram shows a funneling process from multiple industry segments (Mobile, Servers/Networking, Automotive, Embedded) into a single 'Processor Specification'present_framework
Open slide detailBeat · Solution
13
The diagram uses a flow-based architecture to show the transition from partner input to standardized base specs, then to market-specific variations, and finallypresent_solution
Open slide detailBeat · Solution
14
The slide illustrates a platform-based product strategy where a common base specification is adapted for different market segments.plan_implementation
Open slide detailBeat · Solution
15
The slide uses a hub-and-spoke style diagram to show how a central technology base feeds into multiple market-specific roadmaps.present_solution
Open slide detailBeat · Solution
16
The chart uses a combination of bar charts for early periods and an area chart for later periods to illustrate the shift in revenue models.present_solution
Open slide detailLoop · Before After
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transition
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The chart uses a dual-line graph to compare Arm's performance growth against Intel's, highlighting a 2.5x increase.present_solution
Open slide detailBeat · Market Size
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The slide uses a diagonal arrow to represent growth over time across four distinct product generations.present_solution
Open slide detailBeat · Market Size
20
The slide combines a product specification table with a historical timeline of custom silicon generations.quantify_opportunity
Open slide detailBeat · Market Size
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The slide uses a visual metaphor of a connected city to represent IoT.front_matter
Open slide detailLoop · Quick Win Big Bet
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The diagram illustrates a layered stack architecture for IoT services, emphasizing security and ecosystem integration.present_framework
Open slide detailLoop · Quick Win Big Bet
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The slide uses a hub-and-spoke diagram to show the integration of Arm technologies into a central microcontroller board connected to an appliance.present_solution
Open slide detailLoop · Quick Win Big Bet
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The slide uses a hub-and-spoke style diagram to explain a business model.present_solution
Open slide detailLoop · Quick Win Big Bet
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summarize
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summarize