arm holdings - 500 Beiträge pro Seite

[NoLitso]

Arm Holdings wurde im Juni 98 vom going-public-Magazin als interewssantes internationales IPO vorgestellt. Die aus England stammende Gesellschaft versteht sich als Intellectual Property Provider, sie entwickelt energiesparende Computerchips, wie sie z.B. fuer Handys gebraucht werden, und lizensiert sie an die Grossen der Computerindustrie (waren die ersten, von denen Intel lizensiert hat)
Der Kurs hat sich im letzten Jahr versechsfacht,letzten Monat Splitt 1:4, kaum umsätze in Deutschland, aber dafür in London und mehr noch an der Nasdaq (Achtung, ein dort gehandelltes Zertifikat entspricht 3 Aktien).

Die Aktie ist nicht billig, aber die Gesellschaft setzt mit ihren Innovationen Standards und mit der Vergabe von Lizenzen den Grundstock fuer kuenftige Gewinne, da mit jedem verkauften Chip (z.B. in einem Handy, Laptop,...) bei ARM die Kassen klingeln.

Hat jemand hier eine Meinung zu ARM...obwohl viel über Jumptec mit seinen embedded technologies gesprochen wird, redet keiner hier über ARM, die meiner Meinung noch besser sind.

seht euch mal den chart an (am besten bei www.bigcharts.com)

ich habe die seit über einem Jahr mit dem 5fachen im Gewinn, und werde sie behalten, eine Meinung würde mich dennoch interessieren...

NoLitso

[NoLitso]

ARM HOLDINGS PLC INTERIM RESULTS FOR THE SIX MONTHS ENDED JUNE 30,
1999 ARM HOLDINGS PLC ANNOUNCES 48% GROWTH IN REVENUES AND 79%
GROWTH IN PRE Tax Profit

CAMBRIDGE, England, Jul 21, 1999 /PRNewswire via COMTEX/ -- ARM Holdings plc (Nasdaq: ARMHY; London:
ARM) announces its unaudited financial results for the second quarter and the six months ended June 30, 1999.

Financial Highlights (US GAAP)

Six months ended June 30, 1999

-- Revenues up 48% to 27.5 million Pounds Sterling
(1998: 18.6 million pounds)
-- Profit before taxation up 79% to 7.0 million pounds
(1998: 3.9 million pounds)
-- Unit shipments 28.6 million in first quarter of 1999
(1998: 5.4 million)

Second quarter ended June 30, 1999

-- Revenues up 46% to 14.5 million pounds (1998: 9.9 million
pounds)
-- Profit before taxation up 70% to 3.8 million pounds
(1998: 2.3 million pounds)
-- Earnings per fully diluted share following the four for one
share split
in April were 67% higher on the corresponding quarter last year
at
1.3 pence (5.9 cents per ADS*). These figures are after the
inclusion
of non-cash compensation costs relating to stock options
granted from
March 1997 to March 1998 of 0.1 pence per fully diluted share
(0.4 cents per ADS*)

* Each American Depositary Share (ADS) represents three shares

Commenting on the half year results, Robin Saxby, Chairman, President and Chief Executive Officer, said:

"These are excellent half year results. In a changing semiconductor industry, the ARM(TM) architecture is gaining
increased acceptance in a broad range of applications and the outlook for the rest of the year remains solid."

Jamie Urquhart, Chief Operating Officer added: "In the first half of the year, we launched the ARM9E(TM) core
which expanded the application reach of ARM technology. Our lead in power efficiency was demonstrated by ST
Microelectronics` announcement of an ARM7TDMI(TM) core running at just 0.9 volts on its 0.25 micron process. In
the second half of the year, we will see prototypes of the ARM10T(TM) microprocessor which will further extend
the range of the ARM architecture. All our products offer upward software compatibility, making ARM technology
an excellent choice for systems companies."

Jonathan Brooks, Chief Financial Officer, added: "The second quarter saw royalties increasing to 18% of revenues
against 11% in the first quarter. Combined with a favourable movement of sterling against the dollar, this improved
operating margins from 19.8% in the first quarter to 23.4% in the second quarter. We hope to be able to sustain
this improvement in margins for the remainder of 1999."

Operational Review

Licensee Development Five new partners signed licenses during the half year. Three took licenses for the
ARM7TDMI core, another took a license to the synthesisable version -- the ARM7TDMI-S(TM) while one licensed
the ARM720T(TM) macrocell. With the acquisition of VLSI Technology by Philips and the acquisition of LG
Semicon by Hyundai, all of whom were licensees of ARM technology, thetotal number of partners stood at 34 at
June 30, 1999 with six wishing to remain confidential for the moment.

The range of cores available to license has developed significantly over the last few years as demonstrated by the
wide range of licenses during the half year. Five partners took further licenses for a variety of products including
the ARM710T(TM), ARM9TDMI(TM), ARM9E, ARM920T(TM), ARM940T(TM) and ARM10T cores. The total
number of partners who have licensed cores from the ARM9(TM) family increased to nine at June 30, 1999.

During the second quarter LSI Logic and Lucent Technologies became the first licensees of the new ARM9E core
which is optimised for low-end digital signal processing (DSP) applications in a wide variety of end applications
including hard disc drives, DVD drives, mobile telephony, modems, personal digital assistants, internet
applicances, voice recognition, automotive and industrial control systems.

Lucent also became the first partner to announce it has licensed thehigh performance ARM10T core. It intends to
integrate the core into its system-on-chip portfolio to power communications applications including cordless and
digital cellular phones, personal digital assistants, enterprise data networks, wireless systems infrastructure, and
broadband wide area network infrastructure.

Design Win Activity During the first half of the year, a number of new designs were announced. These included
CDMA chipsets for the Japanese market from Qualcomm; advanced system-on-chip solutions for industrial control
applications from Rockwell Automation and Cirrus Logic; the world`s first single chip internet telephone solution
from Lucent Technologies; a new smart card platform from Motorola using Atmel`s smart card chip based on the
ARM microprocessor; 3Com`s newhigh performance network interface cards; a system-on-chip from Cirrus forhand
held information appliances; set top boxes from Nokia; WAP phones from Ericsson; and cable modems from
Conexant.

Growth in Unit Shipments Unit shipments for the first quarter of this year were 28.6 million units, a 34% rise from
the 21.3 million units in the fourth quarter of 1998 anda 433% rise on the shipments for the first quarter of 1998. In
total, 16 partners shipped products, two more than in the previous quarter. There appears to be potential for
significant growth in unit volumes over the next fewyears.

Employees and Facilities Staff numbers rose to 385 at the end of June compared to 308 a year ago. We have
experienced a tighter recruitment market in the UK for experienced engineering staff since the start of the year and
are around 15 below planat June 30, 1999, but we expect the situation to improve in the second halfof the year.
We moved into our new offices in Los Gatos, California in Apriland the construction of our new headquarters
building in Cambridge, UK is ontrack for us to move in early next year.

Corporate Developments There were two important corporate developments during the first halfof the year. At our
AGM in April, a four for one share split was proposed to improve liquidity and marketability in our stock and this
was approved by our shareholders. This became effective on April 21, 1999. Secondly, Acorn Group plc, which
had held approximately 24% of the share capital in ARM was acquired by MSDW Investments Holdings Limited in
a complex transaction which was completed in June. The transaction involved the de-listing of Acorn Group plc, as
a result of which the ARM shares held by Acorn were distributed to Acorn`s shareholders. Following the
completion of this transaction, Stan Boland, Chief Executive of Acorn, resigned from the board of ARM Holdings
on June 2, 1999.

Financial Review

Second Quarter ended June 30, 1999 Total revenues for the second quarter ended June 30, 1999 amounted to
14.5 million pounds, representing an 11% increase from 13.1 million pounds in the first quarter of 1999, and a 46%
increase over second quarter 1998 revenues of 9.9 million pounds. Product revenues, which comprise royalties,
license fees and the sale of development systems, decreased slightly from 10.9 million pounds in the first quarter
of 1999 to 10.7 million pounds in the second quarter of 1999, but were 29% higher than for the corresponding
period in 1998. Service revenues, which comprise consulting and support, maintenance and training, rose by 78%
compared to the first quarter and 125% compared to the corresponding period last year.

The strength of royalties and service revenues in the second quarter had a significant impact on the breakdown of
total revenues for thequarter. Royalties rose to 18% of revenues against 11% in the first quarter; consulting rose to
16% of revenues against 8% in the first quarter; license revenues fell from 64% in the first quarter to 47% in the
second quarter. The quarter saw a significant change in the sterling/US dollar exchange rate and this had a
positive effect on revenues of around 0.3 million pounds.

Research and development expenses were 4.0 million pounds in the second quarter of 1999 representing 28% of
revenues, slightly up on the 3.9 million pounds in the first quarter. Sales and marketing and general and
administrative costs remained at around 19% and 12% of sales respectively, when compared to the first quarter.

Income before income tax for the second quarter of 1999 was 3.8 million pounds or 27% of revenues compared to
3.2 million pounds or 24% of revenues in the first quarter of 1999 and 2.3 million pounds or 23% of revenues in the
second quarter of 1998.

Second quarter fully diluted earnings per share prepared under US GAAP were 1.3 pence (5.9 cents per ADS).
Under US GAAP, non-cash compensation costs relating to stock options granted from March 1997 to March 1998
recognized in the second quarter of 1999 were of 0.1 pence per fully diluted share (0.4 cents per ADS).

Six months ended June 30, 1999 Total revenues for the six months ended June 30, 1999 amounted to 27.5 million
pounds, an increase of 48% from total revenues of 18.6 million pounds in the six months ended June 30, 1998.

Product revenues which include license fees, royalties and the sale of development systems were 21.6 million
pounds, representing 79% of total revenues in the first six months of 1999. This compared to 15.3 million pounds
representing 82% of revenues in the corresponding period of 1998. Within product revenues, license fees
increased by 25%, royalties increased by 130% and the sale of development systems by 72% compared to the
first six months of 1998. Service revenues which include support, maintenance and training as well as consulting
were 5.9 million pounds, representing 21% of total revenues in the first half of 1999 compared to 3.3 million pounds
or 18% of revenues in 1998. Service revenues grew sharply in 1999 as consulting revenues rose from 1.4 million
pounds in the six months ended June 30, 1998 to 3.4 million pounds in the six months to June 30, 1999.

Research and development expenses increased from 4.9 million pounds or 26% of revenues in 1998 to 7.9 million
pounds or 29% of revenues in 1999.The increase in research and development costs as a percentage of revenues
demonstrates the Company`s continuing commitment to invest in developing next generation products. Interest
and similar income rose from 0.5 million pounds in the first six months of 1998 to 1.1 million pounds in the six
months to June 30, 1999.

For the six months ended June 30, 1999, income before income tax was 7.0 million pounds or 26% of revenues
compared to 3.9 million pounds or 21%of revenues in the six months ended June 30, 1998.

Fully diluted earnings for the six months ended June 30, 1999 were 2.3 pence per share (10.7 cents per ADS).
Under US GAAP, non-cash compensation costs relating to stock options granted from March 1997 to March 1998
recognized in the six months ended June 30,1999 were 0.2 pence per fully diluted share (0.9 cents per ADS).

In line with the Company`s previously stated dividend policy, the boardof directors does not recommend the
payment of an interim dividend in respect of the half year ended June 30, 1999.

ARM Holdings plc
Second Quarter and Six Month Results - US GAAP

Quarter Quarter Six Six
Six
months months
months
Ended Ended Ended Ended
Ended
June 30 June 30 June 30 June 30
June 30
1999 1998 1999 1998
1999(3)
Unaudited Unaudited Unaudited Unaudited
Unaudited

(1,000`s pounds)
(1,000`s

dollars)

Revenues
Product
revenues 10,698 8,262 21,638 15,259
34,108
Service
revenues 3,758 1,669 5,873 3,327
9,258
Total revenues 14,456 9,931 27,511 18,586
43,366

Cost of
revenues
Product
costs 1,363 1,096 2,465 1,781
3,886
Service
costs 1,267 898 2,390 1,898
3,767
Total cost
of revenues 2,630 1,994 4,855 3,679
7,653

Gross profit 11,826 7,937 22,656 14,907
35,713

Research and
development 3,992 2,780 7,853 4,863
12,379
Sales and
marketing 2,755 1,863 5,198 3,637
8,194
General and
administration 1,695 1,493 3,637 2,962
5,733
Total operating
expenses 8,442 6,136 16,688 11,462
26,306

Income from
operations 3,384 1,801 5,968 3,445
9,407

Interest
and similar
income, net 465 462 1,077 534
1,698
Income from
associated
undertakings 2 0 8 (50)
13
Minority interest (15) 0 (37) (3)
(58)
Income before
income tax 3,836 2,263 7,016 3,926
11,060
Provision for
income taxes 1,300 783 2,446 1,373
3,856

Net income 2,536 1,480 4,570 2,553
7,204

Analysis of share option compensation
charge incl. in results:

Research and
development 71 71 142 138
224
Sales and
marketing 67 67 134 126
211
General and
administration 46 46 92 89
145
184 184 368 353
580

Earnings per share
(assuming dilution)
Shares outstanding
(in thousands) 202,708 197,080 202,260
184,208

Earnings per share
- pence(1)(2) 1.3 0.8 2.3
1.4
Earnings per ADS
(assuming dilution)
ADS`s outstanding
(in thousands) 67,569 65,693 67,420
61,403
Earnings per ADS
- cents (3) 5.9 3.8 10.7
6.9

(1) Diluted EPS comparatives for 1998 are a proforma calculation to
include the antidilutive effect of preference shares and a
related
one-off dividend. Diluted EPS excluding these antidilutive
preference
shares would have been -0.9 pence and -0.4 pence for the
quarter ended
June 30, 1998 and six months to June 30, 1998, respectively.
(2) Comparatives restated to reflect the 4:1 share split in April
1999.
(3) Translated solely for the convenience of the reader at June
30, 1999
closing rate of 1.5763 pounds =1 pound.


ARM Holdings plc
Consolidated Balance Sheet-US GAAP

June 30 Dec 31
June 30
1999 1998
1999(1)
Unaudited Audited
Unaudited

(1,000`s pounds) (1,000`s
dollars)
Assets
Current assets:
Cash and cash
equivalents 43,303 39,591
68,259
Accounts receivable
net of allowance
of #391,000
in 1999 and
#234,000 in 1998 14,498 8,905
22,853
Inventory 115 221
181
Prepaid expenses
and other assets 3,500 3,083
5,517
Total current assets 61,416 51,800
96,810
Deferred income taxes 811 730
1,278
Property and
equipment, net 7,714 7,903
12,160
Prepayments and
accrued income -- 17
--
Investments 130 130
205
Total assets 70,071 60,580
110,453

Liabilities and
shareholders` equity
Accounts payable 1,189 913
1,874
Income taxes payable 3,582 1,259
5,646
Personnel taxes 358 290
564
Accrued liabilities 5,172 5,352
8,153
Deferred revenue 6,227 4,436
9,816
Total liabilities 16,528 12,250
26,053

Minority interest 87 50
137
16,615 12,300
26,190

Shareholders` equity
Ordinary shares 475 472
749
Additional paid
in capital 39,656 39,200
62,510

Cumulative translation
adjustment 38 (109)
60
Retained earnings 14,725 10,155
23,211
Treasury stock,
at cost (1,438) (1,438)
(2,267)
Total shareholders`
equity 53,456 48,280
84,263

Total liabilities
and shareholders`
equity 70,071 60,580
110,453

(1) Translated solely for the convenience of the reader at June
30, 1999
closing rate of 1.5763 pounds = 1 pound

This announcement contains "forward-looking statements" including statements concerning plans, future events or
performance and underlying assumptions and other statements which are other than statements of historical fact.
The Company`s actual results for future periods may differ materially from those expressed in any forward-looking
statements made by or on behalf of the Company. The factors that could cause actual results to differ materially
include, without limitation, potential for significant fluctuation in and unpredictability of results, the ability of
semiconductor partners to manufacture and market microprocessors based on the ARM architecture; the
acceptance of ARM technology by systems companies; the availability of development tools, systems software
and operating systems; the rapid change in technology in the industry and ARM`s ability to develop new products
in a timely manner; management of growth; competition from other architectures; general business and economic
conditions; the growth in the semiconductor industry; the Company`s ability to protect its intellectual property; and
ARM`s ability to attract and retain employees.

ARM Holdings plc
Results for the Six Months Ended 30 June 1999 - UK GAAP

Consolidated Profit and Loss Account
Six months Year Six
months
Ended Ended
Ended
30 June 31 December 30
June
1999 1998
1998
Unaudited Audited
Unaudited
(1,000`s pounds)

Turnover 27,511 42,268
18,586
Cost of sales (4,855) (8,316)
(3,679)
Gross profit 22,656 33,952
14,907
Research and development (7,711) (11,335)
(3,511)
Sales & marketing (5,064) (7,349)
(4,726)
Administrative expenses (3,850) (6,954)
(2,946)
Operating profit 6,031 8,314
3,724
Share of loss of
associated undertakings 8 (71)
(50)
Interest receivable, net 1,382 1,911
608
Profit on ordinary
activities before taxation 7,421 10,154
4,282
Tax on profit on
ordinary activities (2,560) (3,507)
(1,413)
Profit on ordinary
activities after taxation 4,861 6,647
2,869
Minority interest (37) (8)
(3)
Profit for the
financial year 4,824 6,639
2,866
Dividend paid -- (4,000)
(4,000)
Retained profit for
the year 4,824 2,639
(1,134)

Basic earnings per share
(pence) (*) 2.6 2.6
-0.1
Fully diluted earnings
per share (pence) (*) 2.4 3.4
1.6

* See notes to the interim UK financial statements on page 7.

SOURCE ARM Holdings plc

(C) 1999 PR Newswire. All rights reserved.
http://www.prnewswire.com -0-
CONTACT: Angela Au of ARM Holdings plc, [phone]; or
Sarah
Marsland or Deborah Ardern-Jones, both of Financial
Dynamics,
[phone], for ARM Holdings plc
/FIRST AND FINAL ADD -- FINANCIAL INFORMATION -- TO
FOLLOW
(ARMHY)


GEOGRAPHY: England

INDUSTRY CODE: CPR

SUBJECT CODE: ERN