Macquarie's Golding on Arm IPO

The transcript discusses the initial market sentiment and expectations for ARM's IPO, highlighting the importance of sustaining growth and meeting revenue targets. It explores the role of AI and market dynamics, including the chip slump, in ARM's valuation. The strategic considerations behind the IPO, including Masayoshi Son's approach, are also examined, emphasizing the potential for future performance and market confidence.

What are the expected revenue growth rates for ARM in FY24 and FY25?

What strategic reasons might Masayoshi Son have for limiting the IPO float?