• Conciseness
• Connectivity of information
• Materiality
• Strategic focus and future orientation

Key observations:

ARM Holdings provides a comprehensive yet concise insight into the semi-conductor business and the way in which ARM Holdings fits within the industry. Interestingly the market discussion, which examines key macro-economic trends and industry specific trends, is split into two sections; ‘where the market is now’ and ‘where the market is heading’. In an accessible and understandable way ARM Holdings provides the reader with a great deal of information on a complex industry, while examining the current state of the market and its evolution in the future.

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