Discarding formalities such as ARM studying financial statements, we have been able to focus on the comments of the management holding company, which is looking with confidence to the future. For ARM the quarter was a record of all the three-month periods,. Revenues from license sales increased by 11% over the year, royalties increased by 17%.
One analyst Question on ARM plans in the segment of graphics solutions might amuse the public interested in discrete graphics cards. Member reporting the conference asked the head of the holding, if ARM wants to eventually develop a schedule of such a level that will compete with, say, NVIDIA. Simon Segars analyst said that ARM has no problem to compete with anyone in the market. The priority is to reach the largest possible number of mass of niches that will make money in the form of royalties. Discrete graphics - the market is too narrow for ARM, and access to it would require unreasonably high costs.
It turns out that the market performance of discrete graphics remains behind ARM interest. But the built-in mobile processors Mali schedule by the end of the year can take more than 60% of the segment of smartphones.