46 min listen
Previewing Arm’s F-1 8/21/23
FromTechCheck
ratings:
Length:
7 minutes
Released:
Aug 21, 2023
Format:
Podcast episode
Description
Softbank’s chip designer Arm is expected to file its F-1 for IPO today, revealing key finances and operations. But whether investors will buy its $64 billion pre-IPO valuation hinges on the filing showing that chip designer is truly at the center of the AI boom, as Softbank founder Masa Son claims, and not actually more like AI-adjacent. The listing would be the biggest in the U.S. in almost two years, and could jump start the IPO market.
Released:
Aug 21, 2023
Format:
Podcast episode
Titles in the series (100)
Chegg CEO Dan Rosensweig on Earnings, Spotting Opportunity in Software Names & ZoomInfo Founder and CEO Henry Schuck on Q1 Results 5/3/22: Our anchors start today’s show looking for high-value, low-price tech names with Bernstein Senior Research Analyst Toni Sacconaghi, and education platform Chegg CEO Dan Rosensweig joins after posting guidance that sent shares sliding. Next, CNBC’s Mike Santoli breaks down areas of strength preventing the sector’s ongoing sell-off from worsening, and GGV Capital Managing Partner Jeff Richards weighs in on opportunities in software stocks. Later, our Julia Boorstin covers media giant Paramount’s latest earnings, and ZoomInfo Founder and CEO Henry Schuck offers a deeper dive into the software company’s Q1 numbers. by TechCheck