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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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.

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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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LOS ANGELES, CA / ACCESSWIRE / September 8, 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 to Contact the Firm

LOS ANGELES, CA / ACCESSWIRE / September 2, 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 NOTICE: The Schall Law Firm Announces it is Investigating Claims Against Ambarella, Inc. Corporation and Encourages Investors with Losses to Contact the Firm

Ambarella posted a mixed second-quarter earnings report. It doesn't expect its sales to recover by the end of the calendar year.

Is Ambarella Stock a Buy Now?

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Ambarella's NASDAQ: AMBA stock shed 20% following the Q2 report and guidance, but don't read too much bearishness into the news. The company is focused on next-gen computer vision technology with low revenue levels, and it is lightly traded, making it susceptible to bad news.

Why Ambarella's 20% Decline is a Strong Signal for New Investment

Ambarella is losing money as its revenue drops due to macroeconomic pressures. The company is hoping it can return to growth next year.

Why Ambarella Stock Dropped Like a Rock Today

Customer inventory reduction actions and softening end-market demand negatively impact Ambarella's (AMBA) second-quarter fiscal 2024 performance.

Ambarella (AMBA) Q2 Loss Narrower Than Expected, Revenues Miss

Shares of chipmaker Ambarella (NASDAQ: AMBA ) stock fell nearly 20% after it reported a down quarter and cut its sales outlook. The company, which makes artificial intelligence (AI) vision processors, said it lost $32.2 million, 79 cents per share, on revenue of $62.1 million for the three months ending in July.

Why Is Ambarella (AMBA) Stock Down 20% Today?

Several analysts lower their price targets on Ambarella, but maintain their bullish stance.

Ambarella Stock Sinks. It's Seeing a 'Weak' Demand Environment.

Shares in Fabless chipmaker Ambarella Inc. were down more than 21% in pre-market Wednesday trades following a disappointing post-bell earnings call on Tuesday.

Chipmaker Ambarella tanks 20% following underwhelming earnings call

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Ambarella, Inc. (NASDAQ:AMBA ) Q2 2024 Earnings Conference Call August 29, 2023 4:30 PM ET Company Participants Louis Gerhardy - VP, Corporate Development Fermi Wang - CEO Brian White - CFO Conference Call Participants Christopher Rolland - Susquehanna Quinn Bolton - Needham & Company Joe Moore - Morgan Stanley Matt Ramsay - TD Cowen Ross Seymore - Deutsche Bank Tristan Gerra - Baird Tore Svanberg - Stifel Kevin Cassidy - Rosenblatt Securities Suji DeSilva - ROTH Capital Gary Mobley - Wells Fargo Operator Thank you for standing by, and welcome to Ambarella's Second Quarter Fiscal Year 2024 Earnings Conference Call. At this time, all participants are in a listen-only mode.

Ambarella, Inc. (AMBA) Q2 2024 Earnings Call Transcript

Ambarella (AMBA) came out with a quarterly loss of $0.15 per share versus the Zacks Consensus Estimate of a loss of $0.21. This compares to earnings of $0.20 per share a year ago.

Ambarella (AMBA) Reports Q2 Loss, Lags Revenue Estimates

Ambarella Inc. AMBA, +4.48% shares dropped in the extended session Tuesday after the video chip maker's forecast fell well short of Wall Street expectations. Ambarella shares fell as much as 15% after hours, following a 4.5% gain in the regular session to close at $75.78, after the Santa Clara, Calif.

News for Ambarella Stock (AMBA)