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 Q2 2023

Earnings data Q3 2023

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Earnings data Q1 2027

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.

Ambarella reports record AI revenue, eyes growth amid geopolitical risks

Ambarella's strong financial performance in Q4 and fiscal '25, driven by AI revenue growth and solid financial management. Challenges include geopolitical risks, market uncertainties, and the need to balance innovation with profitability. Opportunities exist in expanding into new markets, leveraging AI technology, and fostering innovation for future growth. Overall, Ambarella's strategic focus on AI technology and financial stability positions them for continued success in fiscal year 2026.

Ambarella reports robust Q1 earnings, raises revenue outlook on AI

Ambarella's strong Q1 performance and raised revenue growth estimate underscore their market strength and strategic focus on AI and IoT. While challenges exist in maintaining momentum and managing expenses, opportunities in technology investments and market expansion position Ambarella for continued growth. Investors should monitor Ambarella's execution of their edge AI strategy, product innovation, and market diversification to assess long-term growth potential.

Ambarella reports robust Q2 earnings, eyes growth in AI markets

Ambarella's Q2 performance reflects strong revenue growth and profitability, supported by demand for its advanced AI SoCs in diverse markets. While facing challenges in competitive markets, Ambarella's strategic strengths lie in design wins, revenue diversification, and innovation focus. The company's outlook for fiscal year 2026 remains positive, with opportunities in expanding markets and a commitment to technological leadership.

Ambarella reports record revenue in Q3, eyes AI technology growth

Ambarella's Q3 performance exceeded expectations, with strong revenue growth and profitability. While facing challenges in managing expenses and gross margins, the company's commitment to AI and diverse market engagements positions it well for future growth. Opportunities lie in leveraging AI technology across sectors and expanding customer relationships to drive revenue and market presence.

Ambarella reports record revenue and profitability, eyes market expansion

Ambarella's strong performance in revenue growth and profitability positions it well for the future. Strategic focus on new product cycles, ASP increase, and market diversification are key strengths. Challenges include market uncertainties, competition in Edge AI, and dependence on indirect sales channels. Opportunities lie in expanding market reach, revenue diversification, and continued wins in key markets.

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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.