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Telco/Internet specialist

Kirk Boodry

Redex Research

Equity Bottom-Up

<ul>
<li>ARM is suing Qualcomm for breach of license and trademark infringement for its acquisition of (fellow ARM licensee) Nuvia last year</li>
<li>This is surprising on a number of levels as having Qualcomm inside the tent is better for sales, market share and its neutral-player reputation</li>
<li>ARM's valuation benefits from perceptions of an expanding addressable market so this is not a good look.  Meanwhile, Softbank's discount to NAV is widening again as tech valuations fall</li>
</ul>


ARM is suing Qualcomm for breach of license and trademark infringement for its acquisition of (fellow ARM licensee) Nuvia last year
This is surprising on a number of levels as having Qualcomm inside the tent is better for sales, market share and its neutral-player reputation
ARM's valuation benefits from perceptions of an expanding addressable market so this is not a good look.  Meanwhile, Softbank's discount to NAV is widening again as tech valuations fall


Softbank Group - ARM Suing a Key Customer Is Not the Summer News We Expected