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.

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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.

Ambarella surpasses Q3 revenue expectations, eyes growth in auto and IoT

Ambarella delivered strong Q3 financial results, exceeding revenue guidance and returning to non-GAAP profitability, showcasing resilience and growth potential.
The company's strategic focus on new product launches, revenue growth, and market expansion underscores a positive outlook for future performance.
While facing challenges in market penetration and short-term revenue fluctuations, Ambarella's strong financial performance and growth initiatives position it well for future success.

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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.

SANTA CLARA, Calif., Jan. 08, 2024 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced during CES that it is demonstrating multi-modal large language models (LLMs) running on its new N1 SoC series at a fraction of the power-per-inference of leading GPU solutions.

Ambarella Brings Generative AI Capabilities to Edge Devices; Introduces N1 System-on-Chip Series for On-Premise Applications

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Ambarella's (AMBA) CV3-AD685 AI domain control SoC is set to power Kodiak Robotics' autonomous vehicles.

Ambarella's (AMBA) CV3-AD685 AI SoC to Power Kodiak Vehicles

Kodiak selected Ambarella's CV3-AD685 AI domain control system-on-chip as a complete embedded compute solution for its next-generation autonomous vehicles.

Kodiak Robotics Selects Ambarella AI Domain Controller SoC For Next-Generation Autonomous Trucks

Ambarella (AMBA) introduces an autonomous driving software stack with environmental perception, sensor fusion and vehicle path planning capabilities.

Ambarella (AMBA) Launches Autonomous Driving Software Stack

Ambarella's autonomous driving (AD) software stack is based on deep learning AI processing and is optimized for its CV3-AD AI domain controller SoC family.

Ambarella Unveils Full Software Stack for Autonomous and Semi-Autonomous Driving, Optimized for its CV3-AD Central AI Domain Controller Family

Ambarella's (AMBA) third-quarter performance reflects stabilization across its business, mainly due to continued progress in customers' inventory management efforts.

Ambarella (AMBA) Q3 Loss Narrower Than Expected, Revenues Beat

Ambarella NASDAQ: AMBA has struggled with weak demand and an inventory glut for over a year but should soon come out of its slump. Indications from the Q3 results suggest that growth will resume in the next fiscal year and will accelerate over the next few years.

Ambarella: robust double-digit upside comes into focus

Ambarella, Inc. (NASDAQ:AMBA ) Q3 2024 Earnings Conference Call November 30, 2023 4:30 PM ET Company Participants Louis Gerhardy - Vice President, Corporate Development Fermi Wang - President and Chief Executive Officer Brian White - Chief Financial Officer John Young - Vice President, Finance Conference Call Participants Joe Moore - Morgan Stanley Jeremy Kwan - Stifel Matt Myers - Susquehanna Kevin Cassidy - Rosenblatt Securities Neil Young - Needham & Company Martin Yang - Oppenheimer & Company Operator Thank you for standing by and welcome to Ambarella's Third Quarter Fiscal Year 2024 Earnings Conference Call. [Operator Instructions] I would now like to hand the call over to VP, Corporate Development, Louis Gerhardy.

Ambarella, Inc. (AMBA) Q3 2024 Earnings Call Transcript

SANTA CLARA, Calif., Nov. 30, 2023 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced financial results for its third quarter of fiscal year 2024 ended October 31, 2023.

Ambarella, Inc. Announces Third Quarter Fiscal Year 2024 Financial Results

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The equities markets have shown remarkable resilience since both market indices, the S&P 500 and Nasdaq, entered correction territory in October. However, the latest economic data has boosted investor sentiment: the October CPI report and other labor market indicators, including payroll data, came in cooler than expected, easing the fears of runaway inflation and signaling the Fed may indeed be done with its tightening cycle.

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Ambarella NASDAQ: AMBA reported some game-changing news for investors. The company was chosen to provide microchips for an automotive industry first.

Game-changing news for Ambarella puts the market in reversal

SANTA CLARA, Calif., Nov. 14, 2023 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced it will hold its third quarter fiscal year 2024 earnings conference call on Thursday, November 30, 2023, at 1:30 p.m. (Pacific Time). The company will issue its earnings release after the market closes that same day.

Ambarella Announces Third Quarter Fiscal Year 2024 Earnings Conference Call to be Held November 30, 2023

Ambarella CVflow® SoC Powers Industry's First AI-enabled, Aftermarket Security Camera for Pickup Truck Beds SANTA CLARA, Calif. and DETROIT, Nov. 08, 2023 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, and Canopy , a smart vehicle security startup, today announced that Canopy selected Ambarella's CV25 AI computer vision system-on-chip (SoC) for its flagship Canopy Pickup Cam system, providing real-time monitoring and threat detection for truck beds.

ADT and Ford Backed Canopy Selects Ambarella's Edge AI System-on-Chip for Groundbreaking Intelligent Vehicle Security System

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Canopy also announces partnerships with Ambarella and Upstream Security to support product debut. DETROIT , Oct. 30, 2023 /PRNewswire/ -- Canopy , a smart vehicle security startup, launched its first product, Canopy Pickup Cam, which is now available nationwide via their e-commerce site.

Canopy Security, a Ford, ADT-backed joint venture, announces their Pickup Cam is now available for shipping nationwide via e-commerce site

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

Why Is Ambarella (AMBA) Down 15.8% Since Last Earnings Report?

LOS ANGELES, CA / ACCESSWIRE / September 27, 2023 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Ambarella, Inc. ("Ambarella" or "the Company") (NASDAQ:AMBA) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

INVESTOR ACTION ALERT: The Schall Law Firm Announces it is Investigating Claims Against Ambarella, Inc. Corporation and Encourages Investors with Losses In Excess of $100,000 to Contact the Firm

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LOS ANGELES, CA / ACCESSWIRE / September 25, 2023 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Ambarella, Inc. ("Ambarella" or "the Company") (NASDAQ:AMBA) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

INVESTIGATION ALERT: The Schall Law Firm Announces it is Investigating Claims Against Ambarella, Inc. Corporation and Encourages Investors with Losses to Contact the Firm

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LOS ANGELES, CA / ACCESSWIRE / September 18, 2023 / The Schall Law Firm, a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of Ambarella, Inc. ("Ambarella" or "the Company") (NASDAQ:AMBA) for violations of the securities laws. The investigation focuses on whether the Company issued false and/or misleading statements and/or failed to disclose information pertinent to investors.

SHAREHOLDER ACTION ALERT: The Schall Law Firm Announces it is Investigating Claims Against Ambarella, Inc. Corporation and Encourages Investors with Losses to Contact the Firm

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