Kunjan Sobani
speaker
192 appearances
17 recordings
2 series
first heard Apr 2026
last heard 3 Sep
Kunjan Sobani’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 17 in all, peaking in Sep 2026 with 10.
Appearances
a gross margin headwind initially.
But from what the company has suggested, it might not be as big of an impact this time around.
Yeah, we really want to hear that.
I mean, this has been something that has been dragged out.
And we just saw news headlines, right, that China is now enabling.
There are orders in the book.
Well, unfortunately, look, there's majority of the revenue, royalty revenue, still is coming from smartphones, and we know those markets are not doing that well.
Uh, most of the downside is priced in, but we have our channel check suggests that intra quarter androids have been doing worsening.
However, the good news for them is because their chips are going through versioning up, uh, they're not going to see a lot of impact.
And l as you rightly said, the focus for ARM is all about data center now.
So as long as the licensing numbers look good and the data center numbers keep looking up and right, I think they'll be mostly immune from the negativity of the hands.
Well, it's now a mix of near-term, long-term investors are are believing the story about data center and that ha show is showing in the sentiment of the stock.
However, there's nothing data center can do for this quarter and next quarter guide, right?
They will be highly, highly exposed to that Android weakness I just talked about.
Remember, September quarter, which is the next quarter guide, is usually high strong because of Apple.
Apple is going away m mostly this coming quarter.
And if Android is not able to pick up that slack, it's not looking very good for the near term for for the
Not at all.
And as I said, every single month those indicators keep on worsening.
Uh we have seen a lower sell through not just in the mid tier, but now bleeding into the high tier.
Showing 101–120 of 192 · page 6 of 10
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