Arm after the IPO

It’s been two days, but there’s lots to know.

September 15, 2023

David Harold

In the update to our report on the Arm IPO, we look at who is making money, who strangely might not, the strategic alignments with the cornerstone investors, and initial trading. We also consider what comes next for Arm follow-on offerings and which companies might choose to follow with their own IPOs.(Source: Reuters)What do we think? Arm comes out strong from the IPO, with a great brand, strong cornerstone investors, and significant pressure removed. Share options will lock key executives in place and encourage other talent to join the company.We remain disappointed with the lack of focus on GPU; they

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Arm after the IPO

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