Report
Pierre FerraguÊ

Arm cancelling Qualcomm Architectural License. Posturing or early signs of an upcoming Armageddon?

Bloomberg reported overnight that Arm has given Qualcomm a 60-day notice of the cancellation of its architectural license. This note summarises full facts, background and our perspective.
Underlyings
ARM HOLDINGS PLC

ARMEYSKI HLDG AD

Provider
New Street Research
New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

  • Pan European Telecom Services and Cable
  • US Telecoms, Cable, Satellite and Towers
  • Global Emerging Market Telecoms
  • Japan Telecoms
  • Asian Internet
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  • Global healthcare thematic research

We provide debt research on:

  • Pan European Telecom Services and Cable


Analysts
Pierre FerraguÊ

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