https://www.radiofreemobile.com/softbank-arm-well-be-back/ To entertain as well as inform Fri, 18 Apr 2025 06:25:09 +0000 hourly 1 https://wordpress.org/?v=4.9.26 https://www.radiofreemobile.com/softbank-arm-well-be-back/#comment-1153 Mon, 18 Jul 2016 13:02:50 +0000 http://www.radiofreemobile.com/?p=3445#comment-1153 It wont be a higher valuation if the increased investments do not produce a material improvement in ARMs revenues and cash flows in absolute terms. Making this sort of bet is best done away from the glare of quarterly reporting,.

]]> https://www.radiofreemobile.com/softbank-arm-well-be-back/#comment-1152 Mon, 18 Jul 2016 12:49:52 +0000 http://www.radiofreemobile.com/?p=3445#comment-1152 Interesting analysis, so yes, we might see ARM returning to the financial markets some point in time in the future – not necessarily at a higher valuation… SoftBank is known for past investments which have not really presented a clear rationale from SoftBank’s core business perspective. Which might be due to Masa’s enthusiam for ideas, people and investments. See also http://fortune.com/2016/06/25/nikesh-arora-interview/ which might help explaining how decision making takes place at SoftBank.

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