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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Any sales rebound might be several quarters away.

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Ambarella's (AMBA) second-quarter fiscal 2023 results reflect the strong performance of the automotive and security camera businesses.

Ambarella (AMBA) Q2 Earnings Match Estimates, Revenues Beat

Why Ambarella Stock Is Down 15% Today

The institutions stepped up their buying of Ambarella in Q3 and may use the dip in prices as a buying opportunity in the stock.

Will The Institutions Buy The Dip In Ambarella Stock?

The stock price of Ambarella (AMBA) fell by 7.29% after hours in the most recent trading session. This is why.

Ambarella (AMBA) Stock: Why It Fell 7.29% After Hours

Ambarella, Inc. (NASDAQ:AMBA ) Q2 2023 Results Conference Call August 30, 2022 4:30 PM ET Company Participants Louis Gerhardy - Corporate Development Fermi Wang - President and CEO Brian White - CFO Conference Call Participants Matt Ramsay - Cowen Joseph Moore - Morgan Stanley Vivek Arya - Bank of America Gary Mobley - Wells Fargo Blair Botha - Arete Ross Seymore - Deutsche Bank Tore Svanberg - Stifel Suji Desilva - Roth Capital Kevin Cassidy - Rosenblatt Andrew Buscaglia - Berenberg Richard Shannon - Craig-Hallum Tristan Gerra - Baird Operator Good day, and thank you for standing by. Welcome to Ambarella's Third [Second] (sic) Quarter 2023 Earnings Conference Call.

Ambarella, Inc. (AMBA) Q2 2023 Earnings Call Transcript

Ambarella (AMBA) delivered earnings and revenue surprises of 0% and 0.68%, respectively, for the quarter ended July 2022. Do the numbers hold clues to what lies ahead for the stock?

Ambarella (AMBA) Q2 Earnings Match Estimates

Chipmaker Ambarella edged above Wall Street's targets for its fiscal second quarter but undershot with its outlook. The post Chipmaker Ambarella Edges Above Quarterly Targets, Misses With Outlook appeared first on Investor's Business Daily.

Chipmaker Ambarella Edges Above Quarterly Targets, Misses With Outlook

SANTA CLARA, Calif, Aug. 30, 2022 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI vision silicon company, today announced financial results for its second quarter of fiscal year 2023 ended July 31, 2022.

Ambarella, Inc. Announces Second Quarter Fiscal Year 2023 Financial Results

SANTA CLARA, Calif., Aug. 05, 2022 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced it will hold its second quarter fiscal year 2023 earnings conference call on Tuesday, August 30th at 1:30 p.m. (Pacific Time). The company will issue its earnings release after the market closes that same day.

Ambarella Announces Second Quarter Fiscal Year 2023 Earnings Conference Call to be Held August 30, 2022

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Ambarella Inc. (NASDAQ: AMBA) stock price soared almost 2x from $35 in 2018 end to $68 currently, primarily due to favorable changes in its P/S multiple and revenues.

Ambarella Stock Has Returned 2x Since 2018 End- Here's Why

Why Is Ambarella (AMBA) Down 18.3% Since Last Earnings Report?

This has enabled the stock to strongly outperform the S&P, which has risen around 55% in comparison over this period.

What's Behind Ambarella Stock's 2x Outperformance Of The S&P Since 2018?

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Ambarella (AMBA) inks a deal to provide two of its CVflowSoCs, CV2FS and CV2AQ, to Inceptio Technology for advanced image processing in its automotive-grade central computing platform.

News for Ambarella Stock (AMBA)