The bear and bull cases for Arm’s IPO

Arm, the British chip design firm owned by Softbank, filed to go public yesterday evening, following years of speculation around an IPO after the company’s plan to merge with GPU giant Nvidia fell apart a few years ago.

This morning, we’re perusing the company’s F-1 filing to better understand its business, with a focus on its profitability and growth. Unlike many other IPO candidates we’ve covered in recent years, Arm is quite profitable, but it hasn’t been growing much lately.


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