The following video is part of our "Motley Fool Conversations" series, in which technology editor and analyst Andrew Tonner and industrials editor and analyst Brendan Byrnes discuss topics across the investing world.

Mobile technology appears to be one of the new horizons for technology investors. As people's data consumption and computing happen away from personal computers, investors stand to benefit from this sweeping trend. One of the companies sitting at the center of this broad trend, British semiconductor architecture licensor ARM Holdings, recently showed the momentum behind this trend by reporting blowout earnings in its most recent quarter. Listen in as our analysts discuss what investors need to know about this report.