Commentary: Electronics IP Industry — A May 2006 Update


As shown in Table 2 below, in Q1 2006 the combined earnings of the G7 were $21 million. Only ARM, MIPS, Rambus and Virage Logic reported profit in the quarter. Combined earnings decreased some 4% year-over-year and a significant 30% from the just prior quarter. Combined earnings were ~10% of revenue. ARM, Virage Logic and MoSys had year-over-year increases in earnings. On a sequential basis Rambus' earnings declined 80% while Arm's earnings declined almost 7%. LogicVision, MoSys and Virage Logic had increases.

Company
Last
QTR
Revenue
Prev
QTR
Revenue
Last
vs.
Prev QTR
Comparable
2005
QTR
Last QTR
vs.
Comparable
QTR
ARM £ 11,960 12,977 (1,017) 9,079 2,881
ARM $ 20,930 22,450 (1,520) 17,069 3,861
Ceva (801) (147) (654) 627 (1,428)
LogicVision (2,248) (2,488) 240 (1,812) (436)
MIPS 2,225 2,403 (178) 4,006 (1,781)
MoSys (974) (1,128) 154 (1,369) 395
Rambus 1,817 9,381 (7,564) 4,440 (2,623)
Virage Logic 176 (242) 418 (988) 1,164
Total 21,125 30,229 (9,104) 21,973 (848)
Table 2 Quarterly Earnings of the Group-of-7 (G7) IP Providers
(US$000)


Q1 2006 Results of Individual Electronics IP Providers:


On April 19, 2006 ARM Holdings plc announced the results for their first quarter, the period ended March 31, 2006. Total revenue for the quarter was £64.6 million

Licensing revenue in the quarter was £25.2 million, accounting for 39% of total revenue. This was an increase of 2% year over year, but a decrease of nearly 2% sequentially. Royalty revenue was £28.1 million, accounting for 43% of total revenue. This was an increase of 34% year-over-year, and an 11% increase sequentially. Development systems at £7.9 million accounted for 12% of total revenue, and services at £3.4 million accounted for just over 5% of total revenue. Table 3 shows the reveue splits in US dollars.

ARM
$US
1Q06
4Q05
Delta
1Q05
Delta
License 43.7 44.5 -1.7% 46.2 -5.4%
Royalties 49.3 43.8 12.6% 39.4 25.1%
Dev Sys 13.9 13.5 3.0% 11.0 26.4%
Services 6.0 7.1 -15.4% 6.6 -9.1%
Total 112.9 109.0 3.6% 103.2 9.4%
Table 3 ARM Financial Data in US Dollars

« Previous Page 1 | 2 | 3 | 4 | 5 | 6 | 7  Next Page »



Review Article Be the first to review this article
Downstream : Solutuions for Post processing PCB Designs

Aldec

Featured Video
Jobs
ASIC Test Engineer for Butterfly Network at Guilford, Connecticut
Upcoming Events
RWW 2019 at Rosen Plaza Hotel 9700 International Drive Orlando FL - Jan 20 - 23, 2019
3D Printing Electronics Conference 2019 at High Tech Campus 5656 AE Eindhoven Netherlands - Jan 22, 2019
SEMICON KOREA 2019 at COEX Seoul Korea (South) - Jan 23 - 25, 2019
The NAMM Show 2019 at Anaheim Convention Center Anaheim CA - Jan 24 - 27, 2019



Internet Business Systems © 2019 Internet Business Systems, Inc.
25 North 14th Steet, Suite 710, San Jose, CA 95112
+1 (408) 882-6554 — Contact Us, or visit our other sites:
AECCafe - Architectural Design and Engineering TechJobsCafe - Technical Jobs and Resumes GISCafe - Geographical Information Services  MCADCafe - Mechanical Design and Engineering ShareCG - Share Computer Graphic (CG) Animation, 3D Art and 3D Models
  Privacy PolicyAdvertise