In this episode of After Earnings, Arm CFO Jason Child joined to talk about the company's growth since its IPO, its relationship with SoftBank, and its approach to AI. He shared insights on Arm's engineering culture, key partnerships with tech giants like Google and Microsoft, and how going public has impacted recruitment. Jason also discussed Arm’s strategies in mergers and acquisitions, as well as managing investor relations.

$ADR

00:00 START 

01:12 Understanding Arm's Role in the AI Value Chain

02:47 Arm's IPO Journey and Business Model

03:25 Revenue Streams: Licenses and Royalties

06:59 AI and the Semiconductor Market

08:31 Talent Wars and Recruitment Strategies

11:56 Competition and Market Position

13:19 Public Float and Investor Relations

16:38 Managing Expectations and Long-term Vision

18:44 M&A and Future Growth

20:09 Cloud Products and Market Share

23:25 China Revenue and Geopolitical Impact

25:14 Work Culture and Remote Work Policies

 

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