Ambarella

Ambarella, Inc. engages in the development and sale of video compression, image processing, and computer vision solutions. It offers processors and software that cater to end markets including security cameras, automotive cameras, industrial and robotic applications, and consumer applications. The company was founded by Feng Ming Wang and Leslie D. Kohn on January 15, 2004 and is headquartered in Santa Clara, CA.

Earnings data Q4 2021

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Earnings data Q4 2022

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AMBA reports Q1 revenue decline, eyes AI market for growth

AMBA's Q1 2024 performance reflects a decline in revenue, with challenges in forecasting recovery and revenue visibility. However, the company's strength in AI, extended partnership with Continental, and focus on AI server and cloud inference market position it for future growth opportunities.

Ambarella reports flat Q2 revenue, focuses on AI growth and software development

Ambarella's Q2 performance reflected mixed results, with strength in the AI business and challenges in the Video Processor segment. The company is focused on addressing weak end market demand and leveraging opportunities in software development and engagements with OEMs.

Ambarella's Q3 revenue slightly exceeds guidance, anticipates return to growth

Ambarella anticipates returning to growth in fiscal year 2025. They are actively engaging with investors and stakeholders through various conferences and events. The company is undergoing a CFO transition, with Brian White retiring and John Young assuming the role on February 1, 2024.

Ambarella reports record revenue, eyes growth in CV products

Ambarella's fiscal year 2023 saw record revenue, successful CV product deployments, and strong customer engagements.
Challenges include inventory corrections impacting IoT revenue and managing operating expenses.
Opportunities lie in potential revenue increases, ASP growth, and future revenue streams from software stack IP.
The company's focus on edge AI technology and strategic partnerships positions it for continued growth in the enterprise market.

Ambarella surpasses Q1 expectations amidst semiconductor challenges, eyes AI growth

Ambarella's Q1 performance exceeded expectations despite industry challenges, with a strong focus on AI driving revenue growth. While facing revenue declines and uncertainties, the company is capitalizing on new product introductions and strategic partnerships for future growth.

Ambarella navigates revenue challenges, eyes growth in AI markets

Ambarella's Q2 performance was stable, with growth in AI business offsetting declines in video processors, showcasing resilience amidst market challenges.
The company faces near-term headwinds from inventory reductions and weak demand but is strategically positioned for growth in 2024, focusing on software development and expanding market reach.
Opportunities lie in the CV3 family, collaborations with OEMs and Chinese partners, and a shifting revenue mix towards automotive, indicating a strategic pivot towards future growth.

Ambarella exceeds Q3 revenue guidance, eyes growth with AI SoCs

Ambarella's Q3 performance reflects stability and resilience in a challenging market, with revenue slightly exceeding guidance. Strategic focus on AI SoCs, including the CV2 family and CV5 flagship SoC, positions the company for growth in fiscal year 2025.
Strong progress in the automotive market, highlighted by the CV3 platform and design wins in China, showcases Ambarella's market presence and growth potential. Updates on gen AI plan and LLM strategy demonstrate the company's technological capabilities and commitment to innovation.
While facing challenges in financial performance and market competition, Ambarella has opportunities for growth through AI SoCs, diversified market presence, and engagement with stakeholders. The CFO transition and upcoming investor engagements signal a focus on leadership stability and future growth strategies.

Ambarella beats revenue expectations in Q4, eyes growth in AI

Ambarella's Q4 revenue exceeded guidance, driven by strong AI inference business and key product milestones.
Company aims for revenue growth in FY 2025, focusing on IoT and automotive segments with new product introductions.
Challenges include competition in edge processor space and achieving revenue targets for steady-state sell-through levels.
Opportunities lie in industry recovery, OEM wins, and strategic partnerships to drive growth and innovation.

Ambarella surpasses Q1 revenue expectations driven by AI products

Ambarella's Q1 performance slightly exceeded expectations, driven by AI products and strategic wins in automotive markets.
Challenges include revenue decline, geopolitical tensions, and slower-than-expected growth in the automotive sector.
Opportunities lie in revenue growth prospects, sequential segment growth, and advancements in AI technology and collaborations.
The company's focus on profitability, innovation, and market expansion positions it for future success amidst challenges.

Ambarella excels in Q2 with AI products driving revenue

Ambarella's strong Q2 performance, driven by AI products and partnerships, positions the company for growth.
Challenges in maintaining momentum and margins exist, but opportunities in IoT and autos signal expansion potential.
Optimism about new AI solutions and networks underscores Ambarella's positive outlook for future growth.

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Ambarella, Inc. engages in the development of low-power system-on-a-chip, or SoC, semiconductors and software for edge artificial intelligence, or AI, applications. Its products include video security, advanced driver assistance (ADAS), electronic mirror, drive recorder, driver or cabin monitoring, autonomous driving, and other robotics applications. The firm's geographical segments include Taiwan, Asia Pacific, Europe, North America other than United States and United States. The company was founded by Feng Ming Wang and Leslie D. Kohn on January 15, 2004 and is headquartered in Santa Clara, CA.

Allegheny Technologies

Mondelez

Mondelez International (MDLZ), Ambarella (AMBA) & Allegheny Technologies (ATI) boast solid earnings acceleration, which is the incremental growth in a company's earnings per share.

3 Stocks to Keep a Tab on for Superb Earnings Acceleration

Despite a more than 2.5x rise from its low in March 2020, at the current price of $104 per share, we believe Ambarella Incorporated stock has further upside potential. Ambarella stock rose from $40 in March 2020 to $104 currently, while the S&P increased by around 90% from its lows.

Buy Ambarella Incorporated Stock For 20% Gains

This semiconductor chip designer is just scratching the surface of multibillion-dollar opportunities.

This Mid-Cap Stock Has Doubled, and It Could Keep Flying Higher

Ambarella's (AMBA) technology will help Arrival produce more affordable EVs and boost global mass adoption.

Ambarella's (AMBA) CVflow Vision Processor to Power Arrival's EVs

Ambarella (AMBA) reported earnings 30 days ago. What's next for the stock?

Ambarella (AMBA) Up 7% Since Last Earnings Report: Can It Continue?

Arrival Group

Electric vehicles (EVs) company Arrival (NASDAQ: ARVL) selected AI vision silicon company Ambarella Inc's (NASDAQ: AMBA) CV2FS CVflow AI vision processor for the environmental perception module available for all types of Arrival vehicles. The financial terms of the deal were not disclosed.

Arrival, Ambarella Collaborate Over Advanced Driver Assistance Systems

Arrival Selects Ambarella AI Vision Processor to Enable Autonomous Driving and ADAS Features Arrival Selects Ambarella AI Vision Processor to Enable Autonomous Driving and ADAS Features

Electric Vehicle Pioneer Arrival Partners With Ambarella to Deliver Advanced Driver Assistance Systems (ADAS)

Ambarella Inc (NASDAQ: AMBA) expanded its AI vision SoC portfolio with the new CV5S and CV52S security families. The new CVflow architecture and 5nm process technology SoCs support simultaneous 4K encoding and advanced AI processing in a single low-power design.

Ambarella Extends SoC Portfolio

SANTA CLARA, Calif.--(BUSINESS WIRE)---- $AMBA #AI--Ambarella Expands Security AI Vision SoC Portfolio With Two New Families, Doubling Resolution to 32MP30 for 4K Multi-Imager Cameras with Advanced AI.

Ambarella Expands Security AI Vision SoC Portfolio With Two New Families; Doubles Resolution to 32MP30 for 4K Multi-Imager Cameras With Advanced AI

Ambarella is back in growth mode with a significant catalyst ahead.

Put This Autonomous Vehicle Stock on Your Radar After Its First-Quarter Update

Liberty Oilfield Services

Nutrien

Playa Hotels & Resorts

TransAlta

Earnings acceleration is viewed as a key metric for share price outperformance. Hence, watch out for stocks like Ambarella (AMBA), TransAlta (TAC) & Nutrien (NTR) that boast superb earnings acceleration.

5 Stocks That Boast Solid Earnings Acceleration

Ambarella's (AMBA) Q1 sales improve chiefly on increases in automotive and security camera business revenues.

Ambarella's (AMBA) Q1 Earnings & Revenues Top Estimates

The shares of Ambarella Inc (NASDAQ:AMBA) are down 0.6% at $100.47 this morning, despite the semiconductor design name reporting first-quarter earnings of 23 cents per share -- higher than Wall Street's estimated 17 cents per share.

Bull Notes Fail to Boost Semiconductor Stock After Earnings

Hewlett Packard

Zoom Video

With about a month left in the current earnings season, the number of reports issued every day has dropped from a few hundred to a few dozen.

Earnings Hits and Misses: Ambarella, HP Enterprise, Zoom Video

Ambarella, Inc. (AMBA) CEO Fermi Wang on Q1 2022 Results - Earnings Call Transcript

Ambarella Inc. shares rose in the extended session Tuesday after the video components maker's results and outlook topped Wall Street estimates.

Ambarella stock rises as earnings, outlook top Street view

Shares of Ambarella (NASDAQ:AMBA) rose in after-market trading after the company reported Q1 results. Quarterly Results Earnings per share were up 475.00% year over year to $0.23, which beat the estimate of $0.17.

Ambarella: Q1 Earnings Insights

SANTA CLARA, Calif., June 01, 2021 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an AI vision silicon company, today announced financial results for its first quarter of fiscal year 2022 ended April 30, 2021.

Ambarella, Inc. Announces First Quarter Fiscal Year 2022 Financial Results

Canopy Growth

The Memorial Day holiday effectively shuts down the remaining trickle of earnings reports until next Tuesday morning.

Earnings Preview: Ambarella, Canopy Growth, HP Enterprise, Zoom

Lumentum Holdings

ON Semiconductor

AI vision silicon company Ambarella Inc (NASDAQ: AMBA), optical and photonic product manufacturer Lumentum Holdings Inc (NASDAQ: LITE), and CMOS image sensor solution provider ON Semiconductor Corp (NASDAQ: ON) have announced two new joint reference designs to fast-track AIoT device distribution. The combination of data from Lumentum's VCSEL array illuminators, ON Semiconductor image sensor using Ambarella's AI SoC will be utilized for more accurate and intelligent decision-making in AIoT devices for biometric access control, 3D electronic locks, and other intelligent sensing applications.

Ambarella, Lumentum, ON Semiconductor Forge AIoT Device Partnership

New joint reference designs offer industry-first approaches for biometric access control, 3D electronic locks and intelligent sensing across verticals New joint reference designs offer industry-first approaches for biometric access control, 3D electronic locks and intelligent sensing across verticals

Ambarella, Lumentum and ON Semiconductor Collaborate on AI Processing Based 3D Sensing for Next-gen AIoT Devices

Ambarella (AMBA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Ambarella (AMBA) Reports Next Week: Wall Street Expects Earnings Growth

AeroVironment

GoPro

AgEagle Aerial Systems

Unmanned aerial vehicles represent a huge growth market as associated and complimentary technological innovations and new end markets develop and mature. Drones have an increasing number of hi-tech applications and are getting better at doing more.

UAV Stock Spotlight: Opportunity Abounds in the Drone Space

SANTA CLARA, Calif., April 28, 2021 (GLOBE NEWSWIRE) -- Ambarella, Inc. (Nasdaq: AMBA), an AI vision silicon company, today announced it will hold its first quarter fiscal year 2022 earnings conference call on Tuesday June 1, at 1:30 p.m. Pacific Time. The company will issue its earnings release after the market closes the same day.

Ambarella Announces First Quarter Fiscal Year 2022 Earnings Conference Call to be Held June 1, 2021

Ambarella's (AMBA) AI vision processors help GWM build camera-based in-cabin sensing system for its WEY Mocha flagship SUV.

News for Ambarella Stock (AMBA)