arm | Investor Presentation Deck | 18 slides

Arm · 2020-06
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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Deck intelligence map

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Narrative range 3 total
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Business Model 1 slides 100% 1/1 slides 100% 1/1 slides · 3 hits
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Financials 1 slides 100% 1/1 slides 100% 1/1 slides · 5 hits
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Slide inventory

18
every slide · same image gating as the playbook
01
Slide 1
front_matter
02
establish_context
Open slide detailLoop · Golden Circle
03
The table uses checkmarks to indicate the presence or application of specific technology trends in different market segments.present_framework
Open slide detailLoop · Golden Circle
04
The slide uses a process diagram to illustrate the lifecycle of Arm's technology from R&D to long-term royalty revenue.establish_context
05
The diagram uses a circular flow to represent the business development and revenue cycle.present_framework
Open slide detailBeat · Business Model
06
present_solution
07
size_opportunity
Open slide detailBeat · Market Size
08
The slide uses a three-stage timeline structure to illustrate the expansion of Arm technology.establish_context
09
The chart shows exponential growth in annual shipments, with the final bar representing 22.8 billion units in 2019.analyze_data
10
The slide uses a waterfall chart to show license accumulation and a stacked area chart to show revenue contribution by license vintage.analyze_data
11
The slide uses a visual bridge/waterfall-like representation to show growth in market value over a decade.size_opportunity
12
The slide uses a table-like structure to show growth projections for Arm's addressable markets.size_opportunity
13
The slide uses a layered stack diagram to represent the various IP blocks (Software, Security, System, AI/ML, Vision, Graphics, Processor, Physical) that constiestablish_context
14
The slide uses a visual metaphor of a stack of IP layers feeding into two investment pillars.present_solution
Open slide detailLoop · Cost Of Inaction
15
The slide uses a vertical 'Device to Data Continuum' arrow as a primary structural element.present_solution
Open slide detailLoop · Cost Of Inaction
16
The slide illustrates the 'J-curve' or long-term investment nature of semiconductor R&D.illustrate_case
17
The chart uses a dual-axis approach to correlate financial metrics with headcount growth.analyze_data
Open slide detailBeat · Financials