We have been quiet for the past month or two, but tomorrow we will provide you with the key points from ARM Holdings Q2 results. We have already had results from Apple, Intel and Microsoft, so it will be interesting to see how our favourite Chip designer is performing. Although we often talk at length about the Cortex-A series of processors, these only make a fraction of ARM’s revenues. Tomorrow’s half-yearly may shine some light on the inventory levels at Semiconductor companies and if they are impacting ARM quarterly revenues.
We’ll see you then.