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.

Computer-vision chipmaker Ambarella beat estimates for its fiscal second quarter but gave a weak sales forecast going forward.

Ambarella Stock Tanks After Computer-Vision Chipmaker Gives Weak Sales Outlook

SANTA CLARA, Calif., Aug. 29, 2023 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced financial results for its second quarter of fiscal year 2024 ended July 31, 2023.

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

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5 Computer Vision Stocks with a Clear Path to Growth

SANTA CLARA, Calif., Aug. 08, 2023 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced it will hold its second quarter fiscal year 2024 earnings conference call on Tuesday, August 29th, 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 2024 Earnings Conference Call to be Held August 29, 2023

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Ambarella has had a rough go of things in the wake of the pandemic, but it's still been a pretty solid investment over the last five years. New self-driving car technology is beginning to ramp up, and the company's revenue could return to growth as early as the second half of 2023.

1 Self-Driving Car and AI Stock to Watch in the Second Half of 2023

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

Why Is Ambarella (AMBA) Up 12.3% Since Last Earnings Report?

Combined offering to provide automakers with low power, high quality video and flexible rear-view mirror integration TEL AVIV, Israel , June 21, 2023 /PRNewswire/ --  Cipia (TASE: CPIA), an AI computer vision in-cabin automotive solutions provider, today announced a new solution from its continuing collaboration with Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company. This latest combined solution offers automotive manufacturers higher flexibility regarding the location of in-cabin sensing systems, including the rear-view mirror, as well as the ability to use a single camera.

Cipia and Ambarella Collaborate on In-Cabin Sensing Solution Using Single, Wide Field of View Camera

A cyclical downturn is still hurting Ambarella's sales and earnings. Investors should watch the stock for signs of more stable profitability.

Is Ambarella Stock a Buy Right Now?

Ambarella reported a steep revenue decline as demand for its AI vision chips slumped. The company's customers have too much inventory, and little progress is being made knocking those levels down.

No AI Boost for Ambarella

Mobileye Global Inc

Mobileye remains a market leader in ADAS platforms and computer vision chips. Ambarella is still a distant underdog in the automotive and Internet of Things chip markets.

Better Buy: Mobileye vs. Ambarella

Ambarella, the computer-vision chipmaker based in Santa Clara, California, surpassed expectations for its fiscal first quarter but left investors disappointed with its outlook. The company reported a loss of $0.15 cents on sales of $62.1 million for the quarter ended April 30, beating analysts' forecast of a loss of $0.20 cents per share on sales of $62 million.

Chipmaker Ambarella warns of "cyclical headwinds" after mixed 1Q results

Ambarella beat earnings last night, but investors are selling it anyway. Sales were slightly better than expected, but still down 31% year over year.

Why Ambarella Stock Crashed 17% Today

The shares of semiconductor name Ambarella Inc (NASDAQ:AMBA) are experiencing a heavy drop today, after the company's disappointing second-quarter outlook.

Chip Stock Crumbles on Weak Quarterly Guidance

Customer inventory reduction actions negatively impact Ambarella's (AMBA) first-quarter fiscal 2024 performance.

Ambarella (AMBA) Reports Narrower-Than-Expected Q1 Loss

Ambarella (NASDAQ: AMBA ) stock is on the move Wednesday following the release of its earnings report for its first quarter of fiscal 2024. That earnings report starts with the company's adjusted per-share losses of 15 cents.

Why Is Ambarella (AMBA) Stock Down 15% Today?

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Markets eased lower Wednesday morning, potentially ending a string of strong performances. Both HP and Hewlett Packard Enterprise lost ground on disappointing financial results.

What Gives? These Would-Be AI Stocks Are Falling Hard Wednesday.

Some high expectations were built into the Ambarella NASDAQ: AMBA market, driven by NVIDIA's NASDAQ: NVDA blow-out report and the outlook for AI. Ambarella's CV3 (3rd gen computer vision) system-on-a-chip family puts the company in a prime position for the AI boom.

Don't Discount The AI Potential Of Ambarella; Buy On The Dip

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Hewlett Packard Enterprise and HP under pressure after disappointing results, as Ambarella also slides

Ambarella, Inc. (NASDAQ:AMBA ) Q1 2024 Earnings Conference Call May 30, 2023 4:30 PM ET Company Participants Louis Gerhardy - Vice President, Corporate Development Fermi Wang - Chief Executive Officer Brian White - Chief Financial Officer Conference Call Participants Gary Mobley - Wells Fargo Ross Seymore - Deutsche Bank Tristan Guerra - Baird Tore Svanberg - Stifel Kevin Cassidy - Rosenblatt Securities Quinn Bolton - Needham & Company Brian Ruttenbur - Imperial Capital Suji DeSilva - ROTH Capital David O'Connor - BNP Paribas Martin Yang - Oppenheimer Josh Buchalter - TD Cowen Operator Thank you for standing by, and welcome to Ambarella's First Quarter Fiscal Year 2024 Earnings Conference Call. At this time, all participants are in listen-only mode.

Ambarella, Inc. (AMBA) Q1 2024 Earnings Call Transcript

Computer-vision chipmaker Ambarella edged above Wall Street's targets for its fiscal first quarter but disappointed with its outlook.

Computer-Vision Chipmaker Ambarella Sees Stock Tumble On Outlook

Ambarella Inc. shares AMBA, +5.43% fell in the extended session Tuesday after the video component maker's outlook fell short of expectations despite a better-than-feared loss on the quarter. Ambarella shares dropped more than 10% after hours, following a 5.4% rise in the regular session to close at $81.96.

Ambarella stock drops more than 10% on weak outlook

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

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

Ambarella (AMBA) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

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