Ambarella, Inc. (AMBA) Report Analysis
Corporate Events
Inceptio Technology Partners with Ambarella to Deliver Level 3 Automated Driving, Including Surround Camera and Front ADAS Perception with AI Compute
2022-06-22 09:00:00
Ambarella, Inc. and Inceptio Technology announced that Inceptio selected two each of Ambarella’s CV2FS and CV2AQ edge AI systems on chip (SoCs)—a total of four CVflow® SoCs—for its automotive-grade central computing platform. This platform is at the core of Inceptio’s full-stack XUANYUAN autonomous driving system for trucks, where Ambarella’s SoCs provide high-performance and low-power processing simultaneously for seven 8MP cameras, including AI compute, for surround camera perception and front ADAS safety features like collision avoidance. Ambarella’s ASIL-C certified CV2FS SOCs are deployed to perform collision avoidance while addressing the system requirement for functional safety. Additionally, Ambarella’s QM qualified CV2AQ SoCs are doing segmentation and object detection, including traffic lanes and signs. Inceptio’s XUANYUAN autonomous driving system is available now, as are Ambarella’s CV2FS and CV2AQ edge AI SoCs.
Ambarella, Inc. Presents at Bank of America 2022 Global Technology Conference, Jun-08-2022 01:35 PM
2022-06-08 12:29:00
Ambarella, Inc. Presents at Bank of America 2022 Global Technology Conference, Jun-08-2022 01:35 PM. Venue: Ritz Carlton, San Francisco, California, United States. Speakers: Brian C. White, Chief Financial Officer, Fermi Wang, President & CEO, Louis P. Gerhardy, Director of Corporate Development & Investor Relations.
Ambarella, Inc. Presents at 19th Annual Craig-Hallum Institutional Investor Conference, Jun-01-2022
2022-06-01 00:00:00
Ambarella, Inc. Presents at 19th Annual Craig-Hallum Institutional Investor Conference, Jun-01-2022 . Speakers: Brian White, Louis P. Gerhardy, Director of Corporate Development & Investor Relations.
Tranche Update on Ambarella, Inc. (NasdaqGS:AMBA)'s Equity Buyback Plan announced on June 4, 2019.
2022-05-31 16:24:00
From February 1, 2022 to April 30, 2022, the company has repurchased 0 shares, representing 0% for $0 million. With this, the company has completed the repurchase of 25,719 shares, representing 0.08% for $1 million under the buyback announced on June 4, 2019.
Ambarella, Inc.'s Equity Buyback Plan Extended till June 30, 2023.
2022-05-31 00:00:00
During the second quarter of fiscal year 2023, the company announced that it has extended its plan duration till June 30, 2023.
Ambarella, Inc. Presents at ROTH 8th Annual London Conference, Jun-22-2022
2022-05-19 03:26:00
Ambarella, Inc. Presents at ROTH 8th Annual London Conference, Jun-22-2022 . Venue: London, United Kingdom. Speakers: Louis P. Gerhardy, Director of Corporate Development & Investor Relations.
Ambarella, Inc. Presents at Cowen 50th Annual Technology, Media, and Telecom Conference, Jun-02-2022 09:40 AM
2022-05-15 04:51:00
Ambarella, Inc. Presents at Cowen 50th Annual Technology, Media, and Telecom Conference, Jun-02-2022 09:40 AM. Venue: New York City, New York, United States. Speakers: Feng-Ming Wang, Co-Founder, President, CEO & Executive Chairman, Louis P. Gerhardy, Director of Corporate Development & Investor Relations.
Ambarella, Inc. to Report Q1, 2023 Results on May 31, 2022
2022-05-10 21:00:00
Ambarella, Inc. announced that they will report Q1, 2023 results After-Market on May 31, 2022
Ambarella, Inc., Q1 2023 Earnings Call, May 31, 2022
2022-05-10 21:00:00
Ambarella, Inc., Q1 2023 Earnings Call, May 31, 2022
Teresa Meng Announces Not to Stand for Re-Election as Director of Ambarella, Inc
2022-04-27 21:18:00
On April 22, 2022, Teresa Meng informed Ambarella, Inc. that she will not stand for re-election at the Company’s 2022 annual meeting of stockholders.
Ambarella, Inc., Annual General Meeting, Jun 07, 2022
2022-04-27 21:03:00
Ambarella, Inc., Annual General Meeting, Jun 07, 2022, at 09:00 Pacific Standard Time. Location: 3101 Jay Street, Santa Clara, CA 95054 Santa Clara California United States Agenda: To elect the three (3) nominees for Class I director named herein to hold office until the 2025 Annual Meeting of Shareholders; to ratify the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm of Ambarella, Inc. for the fiscal year ending January 31, 2023; to approve, on an advisory basis, executive compensation; and to conduct any other business properly brought before the meeting.
ROTH Capital Partners, LLC, ROTH 8th Annual London Conference, Jun 21, 2022 through Jun 23, 2022
2022-04-07 20:18:00
ROTH Capital Partners, LLC, ROTH 8th Annual London Conference, Jun 21, 2022 through Jun 23, 2022. Venue: London, United Kingdom.
Lumentum Holdings Inc. and Ambarella, Inc. Offer Unique Combination of Edge AI and Privacy for Smarter Building Automation and Occupancy Sensor Systems
2022-04-05 09:00:00
Lumentum Holdings Inc. and Ambarella, Inc. announced a new joint reference design that uniquely combines edge artificial intelligence (AI) with privacy, enabling new possibilities for smart building applications. Called Vision-D, this design combines Lumentum’s flood illuminator module for extremely accurate time-of-flight (ToF) 3D sensing, with Ambarella’s CV22 edge AI SoC, which provides AI performance per watt. This combination allows small AIoT sensors with local processing to be blanketed across buildings for applications such as occupancy monitoring, intelligent space management and smart retail. Additionally, ToF 3D sensing maintains privacy by generating a point cloud with granular 3D information, but without any personally identifiable information, for applications such as healthcare and eldercare. In addition to supporting multiple image sensor inputs, Ambarella’s CV22 SoC also offers a rich set of peripheral interfaces for a broad range of other sensors—including humidity, temperature and audio—to enhance environmental perception. The Lumentum10 W flood illuminator module incorporates a high-performance, three-junction vertical-cavity surface-emitting laser (VCSEL) array for ToF 3D sensing. The Vision-D reference design provides a versatile platform for a wide range of applications in smart building automation, healthcare, smart retail and home security. Examples include smart PIRs for home security that are able to differentiate pets from intruders; hotel environmental and scheduling systems that can intelligently adjust the HVAC temperature in reserved rooms based on real-time occupancy; and remote monitoring of aging parents without invading their privacy. Regardless of the location, AI algorithms running on this reference design can monitor occupants for sudden falls or medical events, intelligently and immediately triggering a request for emergency services. Availability: The new Vision-D joint reference design is available now.
Tranche Update on Ambarella, Inc. (NasdaqGS:AMBA)'s Equity Buyback Plan announced on June 4, 2019.
2022-04-01 16:00:00
From November 1, 2021 to January 31, 2022, the company has repurchased 0 shares, representing 0% for $0 million. With this, the company has completed the repurchase of 25,719 shares, representing 0.08% for $1 million under the buyback announced on June 4, 2019.
Ambarella, Inc. Presents at BofA Securities Global Automotive Summit 2022, Apr-12-2022 10:35 AM
2022-03-26 10:04:00
Ambarella, Inc. Presents at BofA Securities Global Automotive Summit 2022, Apr-12-2022 10:35 AM. Venue: JW Marriott Essex House, New York, New York, United States. Speakers: Brian White, CFO, Fermi Wang, CEO, Louis P. Gerhardy, Director of Corporate Development & Investor Relations.
Bank of America Corporation, Bank of America 2022 Global Technology Conference, Jun 07, 2022 through Jun 09, 2022
2022-03-17 14:07:00
Bank of America Corporation, Bank of America 2022 Global Technology Conference, Jun 07, 2022 through Jun 09, 2022. Venue: Ritz Carlton, San Francisco, California, United States.
Craig-Hallum Capital Group LLC, 19th Annual Craig-Hallum Institutional Investor Conference, Jun 01, 2022
2022-02-09 13:26:00
Craig-Hallum Capital Group LLC, 19th Annual Craig-Hallum Institutional Investor Conference, Jun 01, 2022.
Cowen Inc., Cowen 50th Annual Technology, Media, and Telecom Conference, Jun 01, 2022 through Jun 03, 2022
2022-02-07 20:29:00
Cowen Inc., Cowen 50th Annual Technology, Media, and Telecom Conference, Jun 01, 2022 through Jun 03, 2022. Venue: New York City, New York, United States.
Ambarella, Inc. Appoints Anne De Greef-Safft as an Independent Director to the Board and Member of the Board’s Corporate Governance and Nominating Committee
2022-02-01 21:26:00
On January 27, 2022, the Board of Directors (the 'Board') of Ambarella, Inc. (the 'Company') appointed Anne De Greef-Safft as an independent director to the Board and a member of the Board’s Corporate Governance and Nominating Committee, in each case effective as of February 1, 2022. Ms. De Greef-Safft, currently provides strategic and operational consulting services to private equity firms and their portfolio companies, a role she has had since 2018. From 2015 until her retirement in 2017, Ms. De Greef-Safft was Group President of the Food Service Equipment Group of Standex International Corporation.
Bank of America Corporation, BofA Securities Global Automotive Summit 2022, Apr 12, 2022 through Apr 13, 2022
2022-01-27 19:21:00
Bank of America Corporation, BofA Securities Global Automotive Summit 2022, Apr 12, 2022 through Apr 13, 2022. Venue: JW Marriott Essex House, New York, New York, United States.
Ambarella, Inc. Launches AI Domain Controller SoC Family for Single-Chip Multi-Sensor Perception, Fusion and Path Planning in Adas to L4 Autonomous Vehicles
2022-01-04 21:05:00
Ambarella, Inc. announced during CES the CV3 AI domain controller family. This fully scalable, power-efficient CVflow® family of SoCs provides the automotive industry’s AI processing performance, at up to 500 eTOPS, representing a 42x increase over Ambarella’s prior automotive family. Featuring up to 16 Arm® Cortex-A78AE CPU cores, the CV3 provides up to a 30x boost in CPU performance over the prior generation in support of autonomous vehicle (AV) software applications. This family enables centralized, single-chip processing for multi-sensor perception—including high-resolution vision, radar, ultrasonic and lidar—as well as deep fusion for multiple sensor modalities and AV path planning. The result is robust ADAS and L2+ to Level 4 autonomous driving (AD) systems with greater levels of environmental perception in challenging lighting, weather and driving conditions for both driver viewing and machine perception. The CV3 marks the debut of Ambarella’s next-generation CVflow architecture, which continues the company’s algorithm-first design philosophy. This drove the development of the on-chip neural vector processor (NVP), with up to 500 eTOPS of AI compute, power efficiency and support for the latest advancements in neural network (NN) inferences. The NVP is also enhanced to run advanced radar perception software, such as the Oculii adaptive AI software algorithms. This is complemented by a new floating-point general vector processor (GVP) designed to offload classical computer vision and radar processing from the NVP engines, and floating-point-intensive algorithms from the Arm CPUs. The CV3 family’s unique hardware scalability allows automakers to unify their software stacks across their entire retail portfolios, while reducing the cost and complexity of software development. This scalability directly addresses the rising complexity of automotive software by providing an alternative to the fragmented ADAS SoC offerings from competitors. Additionally, the CV3 family accelerates automakers’ development timelines while simplifying the deployment of new features by providing the headroom for a single, robust over-the-air (OTA) update implementation. This new family has multiple options to meet the product strategies of OEMs and Tier 1s, alike, from its low-power SoCs for regulatory-class, forward-facing cameras, scaling all the way to premium SoCs for Level 4 fully automated driving. This new family also supports both central and zonal architectures. In addition to covering the whole AD stack, the CV3 can simultaneously process in-cabin sensing applications, including driver and occupant monitoring. Ambarella’s complete line of AI perception SoCs is uniquely positioned to support the full range of viewing, recording, sensing and path planning applications, from basic ADAS to L4 AVs. This means that automakers no longer need to develop different software stacks for their entry-level, mid-range and premium vehicles, as they can use Ambarella’s unified CVflow platform across all models, saving engineering costs while enabling faster responses to market trends. Leveraging a comprehensive set of mature software tools and a robust SDK, Ambarella’s flexible CVflow AI platform provides customers with an unprecedented opportunity to innovate and differentiate their products in the marketplace. To further expand this capability, Ambarella has cultivated a broad ecosystem of software partners for the CVflow platform, working closely with them to port and optimize their applications. The CV3 also integrates Ambarella’s next-generation ISP, extending the company’s lead in image signal processing quality. By simultaneously supporting up to 12 physical or 20 virtual cameras, a single CV3 can process the entire sensor suite, which for typical L2+ deployments includes 10 cameras, five radar modules and numerous ultrasonic sensors. Additionally, higher-performance stereo and dense optical flow engines provide greater depth and motion perception. Additional features of the new CV3 central domain controller family include: Automotive GPU for applications such as 3D surround-view rendering; Hardware security module, enabling the isolation of different domains and secure software provisioning. PCIe high-speed interfaces for ultra-low-latency communications. Processing headroom for OTA software updates and testing software stacks in shadow mode. The first SoCs in the CV3 family are expected to be available for sampling during the first half of 2022.
Ambarella and Autobrains Collaborate on Scalable Range of AI Solutions From Front ADAS to Higher Levels of Autonomy for the Automotive Mass Market
2021-12-15 10:00:00
Ambarella, Inc. and Autobrains announced a collaboration to develop a scalable range of advanced driver assistance system (ADAS) solutions for the automotive mass market that will be demonstrated during CES in Las Vegas. Currently, the companies have developed an 8MP front ADAS solution targeting a uniquely compact, single-box form factor. The companies are also working on solutions for the future, including a centralized domain control unit that can utilize multiple cameras and a variety of additional sensors, such as radar, lidar and others. Autobrains and Ambarella’s first joint project, which will be demonstrated during CES in Las Vegas, integrates an 8MP CMOS image sensor with Ambarella’s CV2 AI SoC family, running Autobrains’ AI perception software capable of supporting the detection required for NCAP-2023 five-star compliance. Additional features include video-based ACC and traffic sign recognition, housed in a compact form factor with extremely low power consumption. This project is the first step toward demonstrating the scalability and modularity of the companies’ joint solutions, including future SoCs from Ambarella with more advanced features capable of supporting additional sensor information while enabling far richer feature sets.
Ambarella, Inc. - Analyst/Investor Day
2021-12-03 10:00:00
To discuss product demonstrations as well as discussions on the company’s technology, growth strategies and markets
Ambarella, Inc. Provides Earnings Guidance for the Fourth Quarter Ending January 31, 2022
2021-11-30 21:05:00
Ambarella, Inc. provided earnings guidance for the fourth quarter ending January 31, 2022. For the quarter, the company expects revenue to be between $88.5 million to $91.5 million.
Ambarella, Inc. Presents at Imperial Capital 2021 Security Investor Conference, Dec-15-2021 09:00 AM
2021-11-29 14:08:00
Ambarella, Inc. Presents at Imperial Capital 2021 Security Investor Conference, Dec-15-2021 09:00 AM. Venue: Intercontinental New York Barclay Hotel, New York, New York, United States.
Ambarella, Inc. has filed a Shelf Registration in the amount of $256.257 million.
2021-11-19 00:00:00
Ambarella, Inc. has filed a Shelf Registration in the amount of $256.257 million. Security Name: Ordinary Shares Securities Offered: 1,350,000 Transaction Features: ESOP Related Offering
Ambarella, Inc. has closed its Shelf Registration dated October 19, 2012 in the amount of $37.900854 million.
2021-11-19 00:00:00
Ambarella, Inc. has closed its Shelf Registration dated October 19, 2012 in the amount of $37.900854 million. Security Name: Ordinary Shares Securities Offered: 5,048,951 Transaction Features: ESOP Related Offering
Ambarella, Inc. has filed a Shelf Registration in the amount of $31.865653 million.
2021-11-19 00:00:00
Ambarella, Inc. has filed a Shelf Registration in the amount of $31.865653 million. Security Name: Common Stock Securities Offered: 167,873 Transaction Features: ESOP Related Offering
Ambarella, Inc. has closed its Shelf Registration dated April 04, 2014 in the amount of $45.117687 million.
2021-11-19 00:00:00
Ambarella, Inc. has closed its Shelf Registration dated April 04, 2014 in the amount of $45.117687 million. Security Name: Ordinary shares Securities Offered: 1,656,911 Transaction Features: ESOP Related Offering
Ambarella, Inc. has closed its Shelf Registration dated March 30, 2015 in the amount of $124.78282 million.
2021-11-19 00:00:00
Ambarella, Inc. has closed its Shelf Registration dated March 30, 2015 in the amount of $124.78282 million. Security Name: Ordinary Shares Securities Offered: 1,773,743 Transaction Features: ESOP Related Offering
Ambarella, Inc. has closed its Shelf Registration dated March 25, 2016 in the amount of $75.835422 million.
2021-11-19 00:00:00
Ambarella, Inc. has closed its Shelf Registration dated March 25, 2016 in the amount of $75.835422 million. Security Name: Ordinary Shares Securities Offered: 404,166 Transaction Features: ESOP Related Offering
Ambarella, Inc. has closed its Shelf Registration dated April 04, 2013 in the amount of $4.629751 million.
2021-11-19 00:00:00
Ambarella, Inc. has closed its Shelf Registration dated April 04, 2013 in the amount of $4.629751 million. Security Name: Ordinary Shares Securities Offered: 337,938 Transaction Features: ESOP Related Offering
Ambarella, Inc. has closed its Shelf Registration dated March 29, 2019 in the amount of $17.246042 million.
2021-11-19 00:00:00
Ambarella, Inc. has closed its Shelf Registration dated March 29, 2019 in the amount of $17.246042 million. Security Name: Ordinary Shares Securities Offered: 403,794 Transaction Features: ESOP Related Offering
Ambarella, Inc. has closed its Shelf Registration dated April 01, 2021 in the amount of $44.607594 million.
2021-11-19 00:00:00
Ambarella, Inc. has closed its Shelf Registration dated April 01, 2021 in the amount of $44.607594 million. Security Name: Ordinary Shares Securities Offered: 444,343 Transaction Features: ESOP Related Offering
Ambarella, Inc. has closed its Shelf Registration dated March 27, 2020 in the amount of $93.070197 million.
2021-11-19 00:00:00
Ambarella, Inc. has closed its Shelf Registration dated March 27, 2020 in the amount of $93.070197 million. Security Name: Ordinary Shares Securities Offered: 1,943,822 Transaction Features: ESOP Related Offering
Ambarella, Inc. has closed its Shelf Registration dated March 30, 2017 in the amount of $106.296977 million.
2021-11-19 00:00:00
Ambarella, Inc. has closed its Shelf Registration dated March 30, 2017 in the amount of $106.296977 million. Security Name: Ordinary Shares Securities Offered: 1,918,718 Transaction Features: ESOP Related Offering
Ambarella, Inc. Announces Chief Financial Officer Changes
2021-11-09 11:06:00
Beginning November 9, 2021, Casey Eichler, Chief Financial Officer of Ambarella, Inc. (the Company"), will commence a leave of absence for health reasons. The Company's Board of Directors has designated John Young, Vice President of Finance, to serve as the interim principal financial officer and principal accounting officer (as such terms are used in U.S. securities laws) for the Company during Mr. Eichler's leave. Mr. Young, 50, has served as the Company's Vice President of Finance since December 2019 and previously served as the Company's Corporate Controller from March 2017 to December 2019.
Ambarella, Inc., Q3 2022 Earnings Call, Nov 30, 2021
2021-11-09 10:00:00
Ambarella, Inc., Q3 2022 Earnings Call, Nov 30, 2021
Ambarella, Inc. to Report Q3, 2022 Results on Nov 30, 2021
2021-11-09 10:00:00
Ambarella, Inc. announced that they will report Q3, 2022 results After-Market on Nov 30, 2021
Ambarella, Inc. (NasdaqGS:AMBA) completed the acquisition of Oculii Corp.
2021-11-05 00:00:00
Ambarella, Inc. (NasdaqGS:AMBA) entered into a definitive agreement to acquire Oculii Corp. for $310 million on October 26, 2021. The acquisition will be 100% funded from cash on Ambarella's balance sheet. The boards of directors at both companies have approved the transaction, which is subject to customary closing conditions and expected to close during Ambarella’s Q4 FY2022 (ending January 31, 2022). Michael Russell of Wilson Sonsini Goodrich & Rosati served as legal advisor to Ambarella, and Goodwin Procter served as legal advisor to Oculii. Lawrence M. Chu and John D. Corrigan of Greenhill & Co. served as financial advisor to Ambarella. Ambarella, Inc. (NasdaqGS:AMBA) completed the acquisition of Oculii Corp. on November 5, 2021. Pursuant to the acquisition, all outstanding capital stock of Oculii was cancelled and converted into the right to receive cash. As a result of the merger’s completion, Oculii has become a wholly owned subsidiary of Ambarella. Oculii co-founder and Chief Executive Officer, Steven Hong, will serve as Ambarella’s Vice President and General Manager, Radar Technology. Professor Lang Hong, co-founder and Chief Technical Officer, will become an Ambarella Fellow.
Ambarella, Inc., Oculii Corp. - M&A Call
2021-10-26 20:05:00
To discuss the acquisition
Ambarella, Inc. (NasdaqGS:AMBA) entered into a definitive agreement to acquire Oculii Corp. for $310 million.
2021-10-26 00:00:00
Ambarella, Inc. (NasdaqGS:AMBA) entered into a definitive agreement to acquire Oculii Corp. for $310 million on October 26, 2021. The acquisition will be 100% funded from cash on Ambarella's balance sheet. The boards of directors at both companies have approved the transaction, which is subject to customary closing conditions and expected to close during Ambarella’s Q4 FY2022 (ending January 31, 2022). Michael Russell of Wilson Sonsini Goodrich & Rosati served as legal advisor to Ambarella, and Goodwin Procter served as legal advisor to Oculii. Lawrence M. Chu and John D. Corrigan of Greenhill & Co. served as financial advisor to Ambarella.
Imperial Capital, LLC, Imperial Capital 2021 Security Investor Conference, Dec 14, 2021 through Dec 15, 2021
2021-10-08 10:22:00
Imperial Capital, LLC, Imperial Capital 2021 Security Investor Conference, Dec 14, 2021 through Dec 15, 2021. Venue: Intercontinental New York Barclay Hotel, New York, New York, United States.
Ambarella, Inc. Presents at 5th Annual Virtual Wells Fargo TMT Summit, Dec-01-2021
2021-10-07 17:42:00
Ambarella, Inc. Presents at 5th Annual Virtual Wells Fargo TMT Summit, Dec-01-2021 . Speakers: Kevin Casey Eichler, VP & CFO, Louis P. Gerhardy, Director of Corporate Development & Investor Relations.
Wells Fargo Securities, LLC, 5th Annual Virtual Wells Fargo TMT Summit, Nov 30, 2021 through Dec 03, 2021
2021-10-07 09:16:00
Wells Fargo Securities, LLC, 5th Annual Virtual Wells Fargo TMT Summit, Nov 30, 2021 through Dec 03, 2021.
Ambarella, Inc. Presents at Berenberg US CEO Conference 2021, Nov-09-2021 08:00 AM
2021-09-30 18:42:00
Ambarella, Inc. Presents at Berenberg US CEO Conference 2021, Nov-09-2021 08:00 AM. Speakers: Fermi Wang, President & CEO, Louis P. Gerhardy, Director of Corporate Development & Investor Relations.
Dongfeng Motor Group and Ambarella, Inc. Partner on Driver Monitoring System for Yixuan Max Mass-Production Vehicle
2021-09-22 09:00:00
Ambarella, Inc. announced that it partnered with Dongfeng Fengshen (Aeolus), a mid-to-high-end brand of the Dongfeng Motor Group, to build a Driver Monitoring System (DMS) based on Ambarella’s CV25 AI vision SoC and development platform. The first mass-production application of this system is in the Dongfeng Fengshen Yixuan Max, which launched on September 1st. Dongfeng Fengshen is the product from Dongfeng Passenger Vehicles. Yixuan Max adopts Dongfeng’s new Mach Power, a new engine brand from Dongfeng Motor. Yixuan Max is also the first compact HEV sports vehicle based on DSMA, a framework that was independently designed and developed. Additionally, Yixuan Max is expected to be a star product in Dongfeng Fengshen’s strategic transformation. Its speedy, streamlined design, along with Yixuan Max’s dynamic modeling, reflects the aesthetics of the word “express” in its slogan. The complete slogan is “My Sedan, My Express!” This vehicle’s cutting-edge technology includes a high-definition intelligent camera and millimeter-wave radar. Additionally, its intelligent recognition can reach up to 210 meters in front and provides 360° full coverage around the vehicle, assisting with multi-dimensional safe driving in a variety of scenarios, such as intersections, changing lanes, driving at high speeds, parking, etc. In particular, this vehicle’s DMS, also known as a Fatigue Alarm System—which is powered by the Ambarella CV25 AI vision automotive-grade SoC—promotes driving safety, reduces the possibility of car accidents, and protects the safety of the driver and their property. Based on computer vision imaging and deep learning AI technology, this DMS detects the driver’s behavior and physiological state via eye-tracking and object detection, which allows this computer vision system to understand the driver’s cognitive and physical state, among other indicators. When the driver is driving dangerously, including while distracted, fatigued, dozing, smoking, talking on the telephone and other unsafe behaviors, the DMS will warn the driver within the predetermined time set in the system. Europe will begin to require DMS in vehicles manufactured from 2025 onward. With its DMS, the Dongfeng Fengshen Yixuan Max meets this requirement well in advance of that date. The high-performance, low-power Ambarella CV25 family of SoCs integrates Ambarella’s CVflow® AI engine to accelerate various neural network algorithms. Additionally, this SoC’s high-quality image signal processing unit, professional image processing algorithms, and optimization for specific camera modules and user scenarios ensure excellent image quality. The Ambarella CV25 SoC also provides stable and reliable encoding of multi-channel high-quality video, complies with the automotive Ethernet AVB protocol, and has passed the automotive TC8 conformance testing. Additionally, it has a built-in cybersecurity hardware engine. Dongfeng Fengshen’s AI-based multi-channel smart cabin solution also adopts Ambarella’s unique exposure control technology, which can avoid interference from multiple cameras with light sources that are using the same frequency. This DMS also conforms to the Euro NCAP 2025 standard specification, enabling it to implement visual processing under complex lighting conditions, which plays a key role in safe, intelligent driving.
Ambarella, Inc. Approves the Promotion of Two Members of its Senior Management Team
2021-09-08 20:53:00
As part of its ongoing review and implementation of management succession planning, the Board of Directors of Ambarella, Inc. (the Company") has approved the promotion of two members of the Company's senior management team effective September 1, 2021. Chan W. Lee as Chief Operating Officer. Mr. Lee, a member of the Company's founding team, has served as Vice President, VLSI since February 2004. Chi-Hong (John) Ju as Sr. Vice President, Systems. Mr. Ju, also a member of the Company's founding team, has served as Vice President, Software since February 2004.
Ambarella, Inc. Presents at Evercore ISI Autotech & AI Forum, Sep-22-2021 09:30 AM
2021-09-08 11:17:00
Ambarella, Inc. Presents at Evercore ISI Autotech & AI Forum, Sep-22-2021 09:30 AM. Speakers: Kevin Casey Eichler, VP & CFO, Louis P. Gerhardy, Director of Corporate Development & Investor Relations.
Joh. Berenberg, Gossler & Co. KG, Berenberg US CEO Conference 2021, Nov 09, 2021 through Nov 10, 2021
2021-09-07 11:00:00
Joh. Berenberg, Gossler & Co. KG, Berenberg US CEO Conference 2021, Nov 09, 2021 through Nov 10, 2021.
Ambarella, Inc. Presents at Colliers 2021 Institutional Investor Conference, Sep-09-2021
2021-09-03 11:07:00
Ambarella, Inc. Presents at Colliers 2021 Institutional Investor Conference, Sep-09-2021 . Speakers: Kevin Casey Eichler, VP & CFO, Louis Gerhardy, Corporate Development.
Ambarella, Inc. Presents at Deutsche Bank Technology Conference 2021, Sep-09-2021 09:50 AM
2021-09-03 11:07:00
Ambarella, Inc. Presents at Deutsche Bank Technology Conference 2021, Sep-09-2021 09:50 AM. Speakers: Kevin Casey Eichler, VP & CFO, Louis Gerhardy, Corporate Development.
Tranche Update on Ambarella, Inc. (NasdaqGS:AMBA)'s Equity Buyback Plan announced on June 4, 2019.
2021-08-31 16:19:00
From May 1, 2021 to August 31, 2021, the company has repurchased 0 shares, representing 0% for $0 million. With this, the company has completed the repurchase of 25,719 shares, representing 0.08% for $1 million under the buyback announced on June 4, 2019.
Ambarella, Inc. Introduces SignalQ2 Driver Monitoring Camera for its Ride-Hailing Partners and Other Fleets, Powered by Ambarella’s CVflow® Edge AI Vision SoC
2021-08-31 09:00:00
Ambarella, Inc. announced that the new Yandex SignalQ2 LTE-enabled driver monitoring system (DMS) camera is based on the Ambarella CV25 edge AI vision system on chip (SoC). This Yandex DMS camera will be deployed across the Yandex.Taxi fleet of partner ride-hailing vehicles by 2022, and Yandex is offering the camera to other companies such as those with delivery van fleets. Yandex.Taxi, an international IT company, has partnerships with over 700,000 ride-hailing drivers operating in more than 1,000 cities across Eastern Europe, Russia, Kazakhstan, Norway, Israel, the Ivory Coast, Finland and Ghana. The Yandex SignalQ2 camera is designed to be mounted on the interior of the windshield and aimed toward the driver to enhance security and monitor the driver. Even though it faces the driver, the small form factor, windshield-mounted design of the SignalQ2 does not obstruct the driver’s field of view. This camera takes advantage of the Ambarella CV25’s real-time AI processing to determine driver identity for enhanced security and to achieve accurate driver state recognition—for example, their level of fatigue or attentiveness. The camera leverages the Ambarella CVflow® architecture’s low-power, high-performance AI and computer vision engine to run the Yandex neural network-based DMS stack and to process video at high speed (at least 30 fps). Ambarella’s on-chip H.264/H.265 video compression engine delivers constant video recording—ensuring critical evidence can be gathered in the event of a road incident—as well as optional live streaming over LTE for remote monitoring.
Ambarella, Inc. Presents at 22nd Credit Suisse Asian Technology Virtual Conference, Sep-07-2021
2021-08-24 18:15:00
Ambarella, Inc. Presents at 22nd Credit Suisse Asian Technology Virtual Conference, Sep-07-2021 . Venue: Taipei, Taiwan. Speakers: Kevin Casey Eichler, VP & CFO, Louis Gerhardy, Corporate Development.
KeepTruckin Partners With Ambarella on Next-Generation AI Device for Front ADAS, Driver Monitoring and Telematics
2021-08-12 13:30:00
Ambarella, Inc. announced that KeepTruckin selected Ambarella’s CV22 CVflow® edge AI vision system on chip (SoC) for its new AI Dashcam. This latest AI Dashcam, also announced today, uses a single CV22 SoC to simultaneously provide AI and image processing for its dual-camera system, which integrates one camera for the front advanced driver assistance system (ADAS) with incident recording, and a second RGB-IR camera for the driver-monitoring system (DMS) with driver recording. Additionally, with Ambarella’s industry-leading edge AI processing performance-per-watt, the CV22 enables the AI Dashcam to run KeepTruckin’s proprietary sophisticated and accurate AI algorithms for real-time high-risk behavior detection and active warnings directly on the small form factor device, with minimal heat dissipation. Front ADAS features enabled by the CV22 include warnings for close following, lane departures, forward collisions, speeding and traffic violations. Using the same SoC, running multiple simultaneous neural network models, the in cabin camera’s DMS capabilities include monitoring for driver fatigue, distraction and policy violations, such as contextual cell phone use or seatbelt monitoring, in combination with data from the front camera. The AI Dashcam is connected to the KeepTruckin Vehicle Gateway, which uploads the pre-analyzed data, video and still images to KeepTruckin’s cloud-based fleet management software in real-time. The CV22 SoC integrates Ambarella’s proven image signal processor, which provides high quality, 1440p resolution HDR videos across all lighting conditions, while utilizing its on-chip H.264/H.265 encoding to reduce transmission bandwidth and storage costs. KeepTruckin can easily upload additional features to the CV22 over time, via over-the-air software updates, to deliver incremental value to clients that invest in the platform. Moreover, KeepTruckin’s model training becomes increasingly more precise due to its in-house safety team assessing quality in real-time, adding additional risk context and providing input that makes model training and development cycles shorter. Ambarella’s CVflow AI architecture is both fully programmable and highly efficient, providing significant computer vision performance with very low power consumption, which increases reliability and efficiency to run more models in parallel leading to greater detection and visibility all around. Additionally, its complete set of CV tools helps customers like KeepTruckin port their own neural networks and includes support for industry-standard machine learning frameworks such as PyTorch™, ONNX™, Caffe™ and TensorFlow™. Other key features of Ambarella’s CV22 SoC enabling the high performance of KeepTruckin’s latest AI Dashcam include: High dynamic range and excellent low-light/nighttime performance. Wide field of view for more coverage. RGB-IR processing to maintain daytime color fidelity, while recording in monochrome at night, without compromising DMS performance and eliminating need for mechanical IR cut filter, which increases reliability.
Ambarella, Inc., Q2 2022 Earnings Call, Aug 31, 2021
2021-08-06 13:00:00
Ambarella, Inc., Q2 2022 Earnings Call, Aug 31, 2021
Ambarella, Inc. to Report Q2, 2022 Results on Aug 31, 2021
2021-08-06 13:00:00
Ambarella, Inc. announced that they will report Q2, 2022 results After-Market on Aug 31, 2021
Evercore Inc., Evercore ISI Autotech & AI Forum, Sep 21, 2021
2021-07-28 09:50:00
Evercore Inc., Evercore ISI Autotech & AI Forum, Sep 21, 2021.
Arrival Partners With Ambarella to Deliver Advanced Driver Assistance Systems (ADAS)
2021-06-30 09:00:00
Ambarella, Inc. announced that Arrival has selected the Ambarella CV2FS CVflow® AI vision processor for the environmental perception module available for all types of Arrival vehicles. The module will be used to enable autonomous driving (AD) and ADAS features in the Arrival Bus and Van. Arrival believes it will accelerate the mass adoption of EVs globally by producing affordable commercial vehicles across the whole transportation ecosystem, and working closely with cities and governments to transform mobility.
Fundamental Summary
Ambarella released impressive Q1 results on 2022-06-08. Their positive growth and income factors indicate that Ambarella is likely to continue to produce impressive results for the foreseeable future, as well. These results lead us to believe that there should be significant upside potential for the stock. We therefore gave Ambarella a total score of 77 out of 100 and a HOLD recommendation.
Ambarella reported earnings results for the first quarter ended April 30, 2022. For the first quarter, the company reported sales was USD 90.31 million compared to USD 70.13 million a year ago. Net loss was USD 10.82 million compared to USD 10.82 million a year ago. Basic loss per share from continuing operations was USD 0.29 compared to USD 0.3 a year ago. Diluted loss per share from continuing operations was USD 0.29 compared to USD 0.3 a year ago.
Business Description
Ambarella develops semiconductor solutions for video that enable high-definition (HD) and ultra HD compression, image processing, and deep neural network processing worldwide. The company’s system-on-a-chip designs integrated HD video processing, image processing, artificial intelligence computer vision algorithms, audio processing, and system functions onto a single chip for delivering video and image quality, differentiated functionality, and low power consumption. Its solutions are used in automotive cameras, such as automotive video recorders, electronic mirrors, front advanced driver assistance system camera, cabin monitoring system and driver monitoring system camera, and central domain controllers for autonomous vehicle; and professional and home internet protocol security camera; robotics and industrial application, including identification/authentication cameras, robotic products, and sensing cameras, as well as cameras for the home, public spaces, and consumer leisure comprising wearable body cameras, sports action cameras, social media cameras, drones for capturing aerial video or photographs, video conferencing, and virtual reality applications. The company sells its solutions to original design manufacturers and original equipment manufacturers through its direct sales force and distributors. Ambarella was incorporated in 2004 and is headquartered in Santa Clara, California.
Sector Overview
Ambarella is included in the Semiconductors & Semiconductor Equipment according to GICS (global industry classification standard). The Semiconductors & Semiconductor Equipment industry is part of the Information Technology sector. It includes manufacturers of semiconductors, semiconductor equipment, and related products. Ambarella's industry and sector affiliation are expected to negatively affect their likelihood to overperform the market in the upcoming period, as other sectors appear more likely to benefit from the macroeconomic environment we see now.
Fundamental Highlights
| Parameter | Value | Change | Score | |
|---|---|---|---|---|
| Return on Equity | -5.0 | 4.1% | 79 | |
| Net Cashflow | -26.9 | 61.7% | 84 | |
| Capital Expenditure | -12.4 | -28.4% | 45 | |
| Asset Turnover | 0.6 | 4.2% | 75 | |
| Free Cashflow | 1.7 | 118.8% | 95 |
* All values are TTM
The below chart reflects Ambarella's birds-eye view on its performance with respect to its peers, the company's fillings as reported or to a similar industry, market cap, and country of origin. While Ambarella's peer average final assessment score stands on 68.0, Ambarella's score is 77.
- AMBA
- Peers average
Technical Analysis
When trying to optimize the timing of an investment, it's critical to analyze whether the stock looks overbought or oversold, and in which direction the momentum is moving. Ambarella's stock is now priced above its 5-day, but below its 50-day and 200-day moving average, while its MACD (moving average convergence divergence) indicates that the stock's price movement momentum is weakening. Historically, this is a positive setup in the near-term. The company is trading near it's 12-month low, which signals it struggle to keep above it support price. Meanwhile, looking at the Stochastic Oscillator and RSI (relative strength index), Ambarella's stock doesn't strongly signal being overbought or oversold. Overall, these technical indicators signal negative momentum. Therefore, this stock received a cumulative TA (technical analysis) score of 42.
5D MA
69.81
50D MA
78.76
200D MA
134.36
MACD
-3.25
RSI
50.28
STOCH
27.87
Balance Sheet Analysis
Two main balance sheet metrics are driving the positive outlook for Ambarella's financial strength going forward. Ambarella's management was effective in improving its cash and cash equivalents metrics, which now sit at 200.6. This represents 17.3% change from the last reporting period. Its impressive cash and cash equivalents metrics should support upward pressure on its's stock price. Therefore, its cash and cash equivalents movement earned a score of 86. Also, The company's assets section could set high expectations for Ambarella's future attractiveness, as they went to 668.7, which is a 1.7% change from the last period. These results, specifically in contrast to their industry peers' performance, should support an upswing in the company's stock price. Therefore, its asset component earned a score of 75. At the same time, one critical balance sheet metric, Liabilities, was notably weak. Ambarella's liabilities stood at 94.3 in the current filing, which represents a -14.5% change from the previous report. Ambarella's liabilities changes appear mediocre compared to their peers. Contextually, they convey that management finds balancing asset growth, resource allocation, and liabilities challenging. Discouraging results like these statistically lead to negative movement in stock prices, so we rated their liabilities movement component 45. Consequently, the company's balance sheet earned a rank of 63.
| Parameter | Value | Change | Score |
|---|---|---|---|
| Assets | 668.7 | 1.7% | 75 |
| Liabilities | 94.3 | -14.5% | 45 |
| Price to Book | 4.8 | -50.0% | 65 |
| Cash & Equivalents | 200.6 | 17.3% | 86 |
| Equity | 574.3 | 5.0% | 74 |
The below chart describes Ambarella's performance as reflected on its balance sheet with respect to its peers. While Ambarella received a balance sheet score of 63, the average of its peers stands on 68.0.
- AMBA
- Peers average
| Name | Market Cap | Liabilities Movement | Asset Change | Equity/Intangibles Adjustments | Cash & Equivalents | Book Value Momentum | Balance Sheet | mc_sort | Hidden |
|---|---|---|---|---|---|---|---|---|---|
| NVIDIA Corporation | 422.4B | 78 | 70 | 65 | 97 | 54 | 71 | 0 | 1 |
| Intel Corporation | 157.9B | 65 | 69 | 76 | 90 | 81 | 77 | 1 | 1 |
| Texas Instruments Incorporated | 143.5B | 63 | 70 | 87 | 46 | 84 | 76 | 2 | 1 |
| QUALCOMM Incorporated | 142.4B | 57 | 71 | 96 | 80 | 81 | 82 | 3 | 1 |
| Advanced Micro Devices, Inc. | 139.6B | 94 | 61 | 78 | 96 | 81 | 88 | 4 | 1 |
| Broadcom Inc. | 102.5B | 67 | 79 | 59 | 56 | 54 | 62 | 5 | 1 |
| Applied Materials, Inc. | 84.9B | 71 | 72 | 64 | 41 | 55 | 60 | 6 | 1 |
| Analog Devices, Inc. | 78.3B | 62 | 80 | 66 | 65 | 66 | 69 | 7 | 1 |
| Micron Technology, Inc. | 65.6B | 73 | 69 | 85 | 76 | 74 | 81 | 8 | 1 |
| Lam Research Corporation | 62.4B | 73 | 77 | 59 | 51 | 45 | 59 | 9 | 1 |
| KLA Corporation | 50.5B | 75 | 62 | 73 | 53 | 66 | 66 | 10 | 1 |
| NXP Semiconductors N.V. | 41.7B | 72 | 68 | 56 | 62 | 76 | 64 | 11 | 1 |
| Marvell Technology, Inc. | 40.5B | 71 | 84 | 50 | 46 | 51 | 60 | 12 | 1 |
| Microchip Technology Incorporated | 33.6B | 65 | 84 | 76 | 72 | 65 | 78 | 13 | 1 |
| GLOBALFOUNDRIES Inc. | 24.5B | 81 | 66 | 73 | 82 | 74 | 78 | 14 | 1 |
| ON Semiconductor Corporation | 23.5B | 74 | 69 | 77 | 88 | 82 | 81 | 15 | 1 |
| Monolithic Power Systems, Inc. | 19.4B | 85 | 65 | 75 | 92 | 80 | 84 | 16 | 1 |
| SolarEdge Technologies, Inc. | 16.5B | 77 | 62 | 77 | 96 | 86 | 82 | 17 | 1 |
| Skyworks Solutions, Inc. | 15.8B | 69 | 77 | 64 | 46 | 52 | 62 | 18 | 1 |
| Teradyne, Inc. | 15.7B | 48 | 81 | 63 | 45 | 47 | 51 | 19 | 1 |
| Entegris, Inc. | 14.2B | 62 | 71 | 75 | 55 | 79 | 70 | 20 | 1 |
| Qorvo, Inc. | 10.6B | 64 | 83 | 64 | 67 | 55 | 67 | 21 | 1 |
| First Solar, Inc. | 7.5B | 77 | 70 | 50 | 58 | 57 | 58 | 22 | 1 |
| Lattice Semiconductor Corporation | 7.2B | 53 | 79 | 79 | 60 | 64 | 68 | 23 | 1 |
| MKS Instruments, Inc. | 6.0B | 59 | 74 | 72 | 76 | 72 | 70 | 24 | 1 |
| Universal Display Corporation | 5.4B | 57 | 76 | 83 | 85 | 70 | 75 | 25 | 1 |
| Silicon Laboratories Inc. | 5.3B | 89 | 81 | 60 | 45 | 47 | 71 | 26 | 1 |
| CMC Materials, Inc. | 5.2B | 65 | 79 | 73 | 87 | 82 | 80 | 27 | 1 |
| Tower Semiconductor Ltd. | 5.1B | 68 | 72 | 69 | 61 | 57 | 65 | 28 | 1 |
| Synaptics Incorporated | 5.1B | 71 | 71 | 78 | 92 | 76 | 81 | 29 | 1 |
| Power Integrations, Inc. | 4.5B | 55 | 82 | 59 | 79 | 56 | 61 | 30 | 1 |
| Amkor Technology, Inc. | 4.3B | 70 | 68 | 75 | 74 | 77 | 74 | 31 | 1 |
| Cirrus Logic, Inc. | 4.1B | 73 | 76 | 81 | 96 | 74 | 86 | 32 | 1 |
| Allegro MicroSystems, Inc. | 4.1B | 68 | 69 | 74 | 80 | 76 | 74 | 33 | 1 |
| Semtech Corporation | 3.6B | 58 | 79 | 68 | 67 | 64 | 67 | 34 | 1 |
| MACOM Technology Solutions Holdings, Inc. | 3.4B | 64 | 75 | 74 | 38 | 75 | 69 | 35 | 1 |
| SunPower Corporation | 3.2B | 72 | 81 | 42 | 83 | 53 | 61 | 36 | 1 |
| FormFactor, Inc. | 3.1B | 72 | 70 | 84 | 82 | 80 | 83 | 37 | 1 |
| Diodes Incorporated | 3.1B | 46 | 78 | 71 | 51 | 72 | 61 | 38 | 1 |
| Silicon Motion Technology Corporation | 2.9B | 40 | 85 | 60 | 40 | 47 | 54 | 39 | 1 |
| Nova Ltd. | 2.8B | 86 | 45 | 76 | 48 | 82 | 61 | 40 | 1 |
| MaxLinear, Inc. | 2.7B | 68 | 71 | 75 | 85 | 75 | 76 | 41 | 1 |
| Kulicke and Soffa Industries, Inc. | 2.7B | 45 | 83 | 61 | 76 | 56 | 57 | 42 | 1 |
| Rambus Inc. | 2.4B | 43 | 82 | 41 | 95 | 54 | 48 | 43 | 1 |
| Canadian Solar Inc. | 2.2B | 91 | 54 | 59 | 62 | 62 | 58 | 44 | 1 |
| Axcelis Technologies, Inc. | 1.9B | 76 | 68 | 85 | 71 | 74 | 81 | 45 | 1 |
| Credo Technology Group Holding Ltd | 1.7B | 94 | 61 | 77 | 79 | 86 | 88 | 46 | 1 |
| Himax Technologies, Inc. | 1.6B | 78 | 55 | 91 | 85 | 95 | 77 | 47 | 1 |
| Impinj, Inc. | 1.4B | 62 | 68 | 78 | 39 | 92 | 72 | 48 | 1 |
| Ultra Clean Holdings, Inc. | 1.4B | 55 | 78 | 68 | 48 | 68 | 63 | 49 | 1 |
| Cohu, Inc. | 1.4B | 52 | 82 | 57 | 59 | 59 | 57 | 50 | 1 |
| Photronics, Inc. | 1.3B | 53 | 85 | 66 | 76 | 66 | 68 | 51 | 1 |
| SMART Global Holdings, Inc. | 1.1B | 90 | 63 | 75 | 95 | 82 | 86 | 52 | 1 |
| Veeco Instruments Inc. | 1.0B | 84 | 72 | 41 | 78 | 47 | 58 | 53 | 1 |
| Alpha and Omega Semiconductor Limited | 957.1M | 89 | 64 | 67 | 87 | 67 | 77 | 54 | 1 |
| PDF Solutions, Inc. | 813.0M | 54 | 81 | 64 | 90 | 51 | 62 | 55 | 1 |
| CEVA, Inc. | 804.5M | 82 | 74 | 60 | 87 | 60 | 73 | 56 | 1 |
| Ichor Holdings, Ltd. | 789.3M | 59 | 76 | 65 | 38 | 63 | 59 | 57 | 1 |
| Maxeon Solar Technologies, Ltd. | 603.6M | 87 | 68 | 40 | 78 | 38 | 53 | 58 | 1 |
| Enphase Energy, Inc. | 27.8B | 89 | 61 | 39 | 97 | 55 | 58 | 59 | 1 |
| Wolfspeed, Inc. | 8.7B | 96 | 63 | 58 | 97 | 56 | 73 | 60 | 1 |
| Daqo New Energy Corp. | 5.4B | 92 | 62 | 81 | 95 | 93 | 93 | 61 | 1 |
| SiTime Corporation | 3.8B | 57 | 67 | 65 | 73 | 64 | 58 | 62 | 1 |
| Onto Innovation Inc. | 3.7B | 84 | 71 | 67 | 72 | 73 | 77 | 63 | 1 |
| JinkoSolar Holding Co., Ltd. | 3.3B | 87 | 62 | 77 | 94 | 94 | 89 | 64 | 1 |
| Camtek Ltd. | 1.1B | 63 | 61 | 82 | 37 | 90 | 66 | 65 | 1 |
| ACM Research, Inc. | 950.7M | 87 | 57 | 51 | 43 | 50 | 52 | 66 | 1 |
| NeoPhotonics Corporation | 837.4M | 89 | 66 | 49 | 72 | 64 | 66 | 67 | 1 |
| Hanwha Q CELLS Co., Ltd. | 818.9M | 60 | 93 | 47 | 85 | 74 | 72 | 68 | 1 |
| indie Semiconductor, Inc. | 752.7M | 49 | 54 | 72 | 56 | 56 | 44 | 69 | 1 |
| Magnachip Semiconductor Corporation | 681.9M | 56 | 78 | 79 | 72 | 72 | 74 | 70 | 1 |
| Mykrolis Corp. | 657.1M | 77 | 53 | 73 | 92 | 79 | 72 | 71 | 1 |
| Navitas Semiconductor Corporation | 575.2M | 37 | 80 | 80 | 62 | 80 | 67 | 72 | 1 |
| Rigetti Computing, Inc. | 426.1M | 94 | 62 | 85 | 99 | 98 | 98 | 73 | 1 |
| ChipMOS TECHNOLOGIES (Bermuda) LTD. | 417.9M | 60 | 71 | 61 | 60 | 69 | 56 | 74 | 1 |
| Meta Materials Inc. | 414.9M | 51 | 78 | 42 | 41 | 51 | 41 | 75 | 1 |
| Helix Technology Corporation | 364.9M | 66 | 77 | 79 | 85 | 52 | 65 | 76 | 1 |
| Valens Semiconductor Ltd. | 350.3M | 92 | 70 | 66 | 45 | 73 | 75 | 77 | 1 |
| Rockley Photonics Holdings Limited | 338.0M | 48 | 82 | 40 | 37 | 52 | 41 | 78 | 1 |
| CyberOptics Corporation | 278.5M | 71 | 66 | 72 | 64 | 86 | 74 | 79 | 1 |
| Transphorm, Inc. | 260.9M | 41 | 87 | 39 | 47 | 55 | 45 | 80 | 1 |
Income Statement Analysis
EBITDA and Return Factors stand out as the most significant drivers of Ambarella's income statement's strength. Ambarella reported impressive EBITDA this period. At filing, EBITDA was reported as -12.6, representing 19.5% change from the previous period. Companies in the same industry and market capitalization are typically affected by this parameter by up to 13.2%. Its EBITDA metrics highlight an impressive overall financial performance, which is expected to continue moving forward. Therefore, its EBITDA component earned a score of 89. Also, Ambarella's reported return on equity (ROE) ratio was -5.0, representing a change of 4.1%. The company appears headed in the right direction in terms of these return factors, exhibiting prudent capital expenditure growth compared to its peers. The company's return factors (ROA & ROE) components, therefore, received a grade of 79. On the other hand, Revenue Efficiency, jumped out as looking rather underwhelming. Ambarella reported discouraging numbers for its revenue efficiency. As of the current filing, they were reported as 352.0 and represented 6.1% change from the previous period. This metric might have a 18.5 percent impact on companies in the same industry and with the same market capitalization. Their revenue efficiency, specifically in contrast to their industry peers', isn't encouraging. Consequently, their revenue efficiency received a grade of 56. Therefore, it received a score of 71.
| Parameter | Value | Change | Score |
|---|---|---|---|
| EBITDA | -12.6 | 19.5% | 89 |
| Total Revenues | 352.0 | 6.1% | 56 |
| Return on Equity | -5.0 | 4.1% | 79 |
The below chart describes Ambarella's performance as reflected on its income statement with respect to its peers. While Ambarella received a income statement score of 71 , the average of its peers stands on 66.0.
- AMBA
- Peers average
| Name | Market Cap | Revenue Momentum | Earning Movement | Return Factors Momentum | Income Statement | mc_sort | Hidden |
|---|---|---|---|---|---|---|---|
| NVIDIA Corporation | 422.4B | 46 | 83 | 68 | 63 | 0 | 1 |
| Intel Corporation | 157.9B | 90 | 55 | 73 | 76 | 1 | 1 |
| Texas Instruments Incorporated | 143.5B | 69 | 78 | 71 | 74 | 2 | 1 |
| QUALCOMM Incorporated | 142.4B | 48 | 87 | 79 | 66 | 3 | 1 |
| Advanced Micro Devices, Inc. | 139.6B | 40 | 89 | 38 | 59 | 4 | 1 |
| Broadcom Inc. | 102.5B | 59 | 80 | 90 | 71 | 5 | 1 |
| Applied Materials, Inc. | 84.9B | 72 | 68 | 73 | 72 | 6 | 1 |
| Analog Devices, Inc. | 78.3B | 40 | 91 | 93 | 65 | 7 | 1 |
| Micron Technology, Inc. | 65.6B | 59 | 88 | 90 | 74 | 8 | 1 |
| Lam Research Corporation | 62.4B | 80 | 63 | 75 | 74 | 9 | 1 |
| KLA Corporation | 50.5B | 56 | 77 | 77 | 67 | 10 | 1 |
| NXP Semiconductors N.V. | 41.7B | 59 | 79 | 90 | 71 | 11 | 1 |
| Marvell Technology, Inc. | 40.5B | 41 | 89 | 88 | 64 | 12 | 1 |
| Microchip Technology Incorporated | 33.6B | 57 | 83 | 92 | 71 | 13 | 1 |
| GLOBALFOUNDRIES Inc. | 24.5B | 50 | 93 | 85 | 70 | 14 | 1 |
| ON Semiconductor Corporation | 23.5B | 53 | 92 | 94 | 73 | 15 | 1 |
| Monolithic Power Systems, Inc. | 19.4B | 45 | 90 | 83 | 66 | 16 | 1 |
| SolarEdge Technologies, Inc. | 16.5B | 41 | 70 | 48 | 53 | 17 | 1 |
| Skyworks Solutions, Inc. | 15.8B | 69 | 70 | 63 | 70 | 18 | 1 |
| Teradyne, Inc. | 15.7B | 88 | 57 | 62 | 75 | 19 | 1 |
| Entegris, Inc. | 14.2B | 56 | 80 | 80 | 69 | 20 | 1 |
| Qorvo, Inc. | 10.6B | 76 | 65 | 63 | 71 | 21 | 1 |
| First Solar, Inc. | 7.5B | 98 | 43 | 40 | 73 | 22 | 1 |
| Lattice Semiconductor Corporation | 7.2B | 54 | 88 | 89 | 71 | 23 | 1 |
| MKS Instruments, Inc. | 6.0B | 78 | 66 | 65 | 74 | 24 | 1 |
| Universal Display Corporation | 5.4B | 71 | 63 | 61 | 68 | 25 | 1 |
| Silicon Laboratories Inc. | 5.3B | 44 | 96 | 98 | 70 | 26 | 1 |
| CMC Materials, Inc. | 5.2B | 72 | 76 | 93 | 76 | 27 | 1 |
| Tower Semiconductor Ltd. | 5.1B | 63 | 87 | 82 | 79 | 28 | 1 |
| Synaptics Incorporated | 5.1B | 45 | 91 | 90 | 68 | 29 | 1 |
| Power Integrations, Inc. | 4.5B | 80 | 76 | 83 | 80 | 30 | 1 |
| Amkor Technology, Inc. | 4.3B | 63 | 76 | 77 | 70 | 31 | 1 |
| Cirrus Logic, Inc. | 4.1B | 42 | 92 | 93 | 67 | 32 | 1 |
| Allegro MicroSystems, Inc. | 4.1B | 68 | 48 | 67 | 61 | 33 | 1 |
| Semtech Corporation | 3.6B | 64 | 84 | 87 | 75 | 34 | 1 |
| MACOM Technology Solutions Holdings, Inc. | 3.4B | 74 | 77 | 73 | 76 | 35 | 1 |
| SunPower Corporation | 3.2B | 49 | 43 | 72 | 49 | 36 | 1 |
| FormFactor, Inc. | 3.1B | 79 | 76 | 83 | 80 | 37 | 1 |
| Diodes Incorporated | 3.1B | 66 | 84 | 86 | 76 | 38 | 1 |
| Silicon Motion Technology Corporation | 2.9B | 54 | 83 | 78 | 72 | 39 | 1 |
| Nova Ltd. | 2.8B | 41 | 89 | 78 | 70 | 40 | 1 |
| MaxLinear, Inc. | 2.7B | 56 | 92 | 96 | 75 | 41 | 1 |
| Kulicke and Soffa Industries, Inc. | 2.7B | 73 | 82 | 85 | 79 | 42 | 1 |
| Rambus Inc. | 2.4B | 48 | 85 | 62 | 64 | 43 | 1 |
| Canadian Solar Inc. | 2.2B | 73 | 76 | 53 | 72 | 44 | 1 |
| Axcelis Technologies, Inc. | 1.9B | 44 | 91 | 91 | 67 | 45 | 1 |
| Credo Technology Group Holding Ltd | 1.7B | 38 | 88 | 63 | 60 | 46 | 1 |
| Himax Technologies, Inc. | 1.6B | 53 | 84 | 66 | 70 | 47 | 1 |
| Impinj, Inc. | 1.4B | 64 | 53 | 52 | 59 | 48 | 1 |
| Ultra Clean Holdings, Inc. | 1.4B | 53 | 73 | 71 | 63 | 49 | 1 |
| Cohu, Inc. | 1.4B | 92 | 53 | 49 | 75 | 50 | 1 |
| Photronics, Inc. | 1.3B | 55 | 86 | 92 | 71 | 51 | 1 |
| SMART Global Holdings, Inc. | 1.1B | 48 | 86 | 68 | 65 | 52 | 1 |
| Veeco Instruments Inc. | 1.0B | 66 | 84 | 91 | 76 | 53 | 1 |
| Alpha and Omega Semiconductor Limited | 957.1M | 62 | 75 | 76 | 69 | 54 | 1 |
| PDF Solutions, Inc. | 813.0M | 49 | 95 | 89 | 71 | 55 | 1 |
| CEVA, Inc. | 804.5M | 51 | 90 | 97 | 71 | 56 | 1 |
| Ichor Holdings, Ltd. | 789.3M | 72 | 60 | 55 | 67 | 57 | 1 |
| Maxeon Solar Technologies, Ltd. | 603.6M | 50 | 49 | 60 | 49 | 58 | 1 |
| Enphase Energy, Inc. | 27.8B | 45 | 74 | 55 | 57 | 59 | 1 |
| Wolfspeed, Inc. | 8.7B | 49 | 90 | 86 | 69 | 60 | 1 |
| Daqo New Energy Corp. | 5.4B | 37 | 96 | 94 | 65 | 61 | 1 |
| SiTime Corporation | 3.8B | 39 | 93 | 78 | 64 | 62 | 1 |
| Onto Innovation Inc. | 3.7B | 47 | 87 | 89 | 67 | 63 | 1 |
| JinkoSolar Holding Co., Ltd. | 3.3B | 38 | 89 | 81 | 62 | 64 | 1 |
| Camtek Ltd. | 1.1B | 50 | 81 | 71 | 68 | 65 | 1 |
| ACM Research, Inc. | 950.7M | 88 | 42 | 42 | 67 | 66 | 1 |
| NeoPhotonics Corporation | 837.4M | 45 | 95 | 90 | 69 | 67 | 1 |
| Hanwha Q CELLS Co., Ltd. | 818.9M | 90 | 59 | 63 | 70 | 68 | 1 |
| indie Semiconductor, Inc. | 752.7M | 37 | 47 | 69 | 43 | 69 | 1 |
| Magnachip Semiconductor Corporation | 681.9M | 94 | 80 | 88 | 90 | 70 | 1 |
| Mykrolis Corp. | 657.1M | 68 | 68 | 58 | 67 | 71 | 1 |
| Navitas Semiconductor Corporation | 575.2M | 56 | 45 | 72 | 53 | 72 | 1 |
| Rigetti Computing, Inc. | 426.1M | 92 | 44 | 69 | 73 | 73 | 1 |
| ChipMOS TECHNOLOGIES (Bermuda) LTD. | 417.9M | 87 | 49 | 76 | 66 | 74 | 1 |
| Meta Materials Inc. | 414.9M | 37 | 45 | 70 | 43 | 75 | 1 |
| Helix Technology Corporation | 364.9M | 89 | 47 | 51 | 74 | 76 | 1 |
| Valens Semiconductor Ltd. | 350.3M | 41 | 86 | 65 | 65 | 77 | 1 |
| Rockley Photonics Holdings Limited | 338.0M | 97 | 50 | 83 | 79 | 78 | 1 |
| CyberOptics Corporation | 278.5M | 54 | 87 | 87 | 71 | 79 | 1 |
| Transphorm, Inc. | 260.9M | 37 | 81 | 97 | 68 | 80 | 1 |
Cash Flow Analysis
Ambarella appears likely to maintain its strong cash flow metrics and momentum going forward. Ambarella did a great job related to free cash flow this period, which stood at 1.7, representing a 118.8% change from the previous filing. Companies in the same industry and market capitalization are typically affected by this parameter by up to 7.4%. These free cash flow numbers show that management has executed well while generating cash flow and encouraging growth. Therefore, its free cash flow movement earned a score of 95. Also, Ambarella's strong net cash flow numbers, which were -26.9 in this filing, showed a 61.7% change from the last period. Their net cash flow metrics are especially remarkable relative to their peers. Hence, its net cash flow earned a score of 84. At the same time, one critical cash flow metric, Capital Expenditure, was notably weak. Ambarella's published capital expenditures (CapEx) numbers were discouraging and reflected management's unbalanced growth strategy. Ambarella recorded CapEx of -12.4, which represents a -28.4% change from the previous report. The company's disappointing CapEx growth is expected to stunt the momentum they hoped for this period. Its CapEx movement, therefore, received a grade of 45. Their cash flow received an overall score of 80.
| Parameter | Value | Change | Score |
|---|---|---|---|
| Net Cashflow | -26.9 | 61.7% | 84 |
| Capital Expenditure | -12.4 | -28.4% | 45 |
| Asset Turnover | 0.6 | 4.2% | 75 |
| Free Cashflow | 1.7 | 118.8% | 95 |
The below chart describes Ambarella's performance as reflected on its cash flow with respect to its peers. While Ambarella received a cash flow score of 80, the average of its peers stands on 68.0.
- AMBA
- Peers average
| Name | Market Cap | Cashflow Momentum | Free Cashflow Growth | Capital Expenditure Growth | Assets Factors Momentum | Cash Flow | mc_sort | Hidden |
|---|---|---|---|---|---|---|---|---|
| NVIDIA Corporation | 422.4B | 93 | 65 | 61 | 86 | 82 | 0 | 1 |
| Intel Corporation | 157.9B | 57 | 72 | 68 | 53 | 58 | 1 | 1 |
| Texas Instruments Incorporated | 143.5B | 74 | 74 | 63 | 69 | 70 | 2 | 1 |
| QUALCOMM Incorporated | 142.4B | 65 | 65 | 70 | 87 | 77 | 3 | 1 |
| Advanced Micro Devices, Inc. | 139.6B | 93 | 66 | 69 | 37 | 57 | 4 | 1 |
| Broadcom Inc. | 102.5B | 74 | 76 | 87 | 89 | 85 | 5 | 1 |
| Applied Materials, Inc. | 84.9B | 75 | 59 | 69 | 72 | 69 | 6 | 1 |
| Analog Devices, Inc. | 78.3B | 78 | 76 | 51 | 94 | 84 | 7 | 1 |
| Micron Technology, Inc. | 65.6B | 81 | 85 | 81 | 74 | 80 | 8 | 1 |
| Lam Research Corporation | 62.4B | 72 | 60 | 56 | 75 | 68 | 9 | 1 |
| KLA Corporation | 50.5B | 70 | 76 | 52 | 79 | 74 | 10 | 1 |
| NXP Semiconductors N.V. | 41.7B | 59 | 72 | 51 | 85 | 73 | 11 | 1 |
| Marvell Technology, Inc. | 40.5B | 94 | 84 | 58 | 46 | 65 | 12 | 1 |
| Microchip Technology Incorporated | 33.6B | 80 | 79 | 48 | 84 | 79 | 13 | 1 |
| GLOBALFOUNDRIES Inc. | 24.5B | 54 | 86 | 45 | 64 | 64 | 14 | 1 |
| ON Semiconductor Corporation | 23.5B | 60 | 79 | 55 | 74 | 70 | 15 | 1 |
| Monolithic Power Systems, Inc. | 19.4B | 84 | 78 | 59 | 75 | 77 | 16 | 1 |
| SolarEdge Technologies, Inc. | 16.5B | 46 | 38 | 55 | 52 | 43 | 17 | 1 |
| Skyworks Solutions, Inc. | 15.8B | 78 | 57 | 79 | 73 | 71 | 18 | 1 |
| Teradyne, Inc. | 15.7B | 75 | 65 | 66 | 68 | 68 | 19 | 1 |
| Entegris, Inc. | 14.2B | 60 | 57 | 50 | 77 | 65 | 20 | 1 |
| Qorvo, Inc. | 10.6B | 78 | 65 | 87 | 71 | 73 | 21 | 1 |
| First Solar, Inc. | 7.5B | 46 | 84 | 56 | 46 | 53 | 22 | 1 |
| Lattice Semiconductor Corporation | 7.2B | 79 | 77 | 43 | 82 | 77 | 23 | 1 |
| MKS Instruments, Inc. | 6.0B | 58 | 58 | 92 | 56 | 59 | 24 | 1 |
| Universal Display Corporation | 5.4B | 74 | 81 | 68 | 65 | 71 | 25 | 1 |
| Silicon Laboratories Inc. | 5.3B | 70 | 89 | 81 | 88 | 86 | 26 | 1 |
| CMC Materials, Inc. | 5.2B | 72 | 66 | 68 | 80 | 75 | 27 | 1 |
| Tower Semiconductor Ltd. | 5.1B | 76 | 57 | 55 | 58 | 68 | 28 | 1 |
| Synaptics Incorporated | 5.1B | 85 | 62 | 98 | 55 | 67 | 29 | 1 |
| Power Integrations, Inc. | 4.5B | 88 | 77 | 64 | 82 | 82 | 30 | 1 |
| Amkor Technology, Inc. | 4.3B | 46 | 57 | 61 | 71 | 60 | 31 | 1 |
| Cirrus Logic, Inc. | 4.1B | 83 | 98 | 61 | 90 | 91 | 32 | 1 |
| Allegro MicroSystems, Inc. | 4.1B | 56 | 56 | 77 | 56 | 56 | 33 | 1 |
| Semtech Corporation | 3.6B | 79 | 78 | 58 | 79 | 78 | 34 | 1 |
| MACOM Technology Solutions Holdings, Inc. | 3.4B | 46 | 78 | 54 | 78 | 69 | 35 | 1 |
| SunPower Corporation | 3.2B | 84 | 41 | 39 | 93 | 74 | 36 | 1 |
| FormFactor, Inc. | 3.1B | 78 | 81 | 66 | 58 | 68 | 37 | 1 |
| Diodes Incorporated | 3.1B | 77 | 61 | 52 | 80 | 72 | 38 | 1 |
| Silicon Motion Technology Corporation | 2.9B | 63 | 53 | 46 | 85 | 61 | 39 | 1 |
| Nova Ltd. | 2.8B | 58 | 53 | 39 | 56 | 54 | 40 | 1 |
| MaxLinear, Inc. | 2.7B | 90 | 92 | 80 | 81 | 88 | 41 | 1 |
| Kulicke and Soffa Industries, Inc. | 2.7B | 93 | 81 | 83 | 74 | 83 | 42 | 1 |
| Rambus Inc. | 2.4B | 96 | 73 | 89 | 89 | 90 | 43 | 1 |
| Canadian Solar Inc. | 2.2B | 69 | 70 | 74 | 68 | 71 | 44 | 1 |
| Axcelis Technologies, Inc. | 1.9B | 81 | 77 | 68 | 85 | 82 | 45 | 1 |
| Credo Technology Group Holding Ltd | 1.7B | 60 | 85 | 37 | 43 | 53 | 46 | 1 |
| Himax Technologies, Inc. | 1.6B | 66 | 77 | 48 | 79 | 67 | 47 | 1 |
| Impinj, Inc. | 1.4B | 70 | 38 | 85 | 73 | 65 | 48 | 1 |
| Ultra Clean Holdings, Inc. | 1.4B | 68 | 41 | 41 | 76 | 62 | 49 | 1 |
| Cohu, Inc. | 1.4B | 92 | 62 | 71 | 44 | 59 | 50 | 1 |
| Photronics, Inc. | 1.3B | 65 | 92 | 96 | 79 | 83 | 51 | 1 |
| SMART Global Holdings, Inc. | 1.1B | 47 | 85 | 95 | 54 | 62 | 52 | 1 |
| Veeco Instruments Inc. | 1.0B | 73 | 82 | 48 | 69 | 71 | 53 | 1 |
| Alpha and Omega Semiconductor Limited | 957.1M | 49 | 64 | 45 | 59 | 54 | 54 | 1 |
| PDF Solutions, Inc. | 813.0M | 81 | 98 | 45 | 92 | 89 | 55 | 1 |
| CEVA, Inc. | 804.5M | 57 | 54 | 84 | 83 | 71 | 56 | 1 |
| Ichor Holdings, Ltd. | 789.3M | 51 | 37 | 87 | 71 | 59 | 57 | 1 |
| Maxeon Solar Technologies, Ltd. | 603.6M | 87 | 90 | 59 | 88 | 84 | 58 | 1 |
| Enphase Energy, Inc. | 27.8B | 89 | 77 | 64 | 40 | 60 | 59 | 1 |
| Wolfspeed, Inc. | 8.7B | 57 | 74 | 76 | 46 | 55 | 60 | 1 |
| Daqo New Energy Corp. | 5.4B | 78 | 86 | 63 | 96 | 89 | 61 | 1 |
| SiTime Corporation | 3.8B | 83 | 87 | 56 | 44 | 62 | 62 | 1 |
| Onto Innovation Inc. | 3.7B | 95 | 65 | 88 | 85 | 85 | 63 | 1 |
| JinkoSolar Holding Co., Ltd. | 3.3B | 67 | 69 | 73 | 78 | 74 | 64 | 1 |
| Camtek Ltd. | 1.1B | 69 | 70 | 74 | 72 | 71 | 65 | 1 |
| ACM Research, Inc. | 950.7M | 62 | 43 | 50 | 54 | 50 | 66 | 1 |
| NeoPhotonics Corporation | 837.4M | 50 | 63 | 67 | 87 | 72 | 67 | 1 |
| Hanwha Q CELLS Co., Ltd. | 818.9M | 64 | 63 | 74 | 73 | 68 | 68 | 1 |
| indie Semiconductor, Inc. | 752.7M | 69 | 80 | 52 | 98 | 85 | 69 | 1 |
| Magnachip Semiconductor Corporation | 681.9M | 65 | 56 | 76 | 54 | 57 | 70 | 1 |
| Mykrolis Corp. | 657.1M | 65 | 69 | 68 | 82 | 75 | 71 | 1 |
| Navitas Semiconductor Corporation | 575.2M | 70 | 87 | 94 | 93 | 90 | 72 | 1 |
| Rigetti Computing, Inc. | 426.1M | 48 | 76 | 51 | 60 | 58 | 73 | 1 |
| ChipMOS TECHNOLOGIES (Bermuda) LTD. | 417.9M | 66 | 64 | 68 | 94 | 73 | 74 | 1 |
| Meta Materials Inc. | 414.9M | 85 | 56 | 68 | 97 | 84 | 75 | 1 |
| Helix Technology Corporation | 364.9M | 75 | 62 | 63 | 56 | 61 | 76 | 1 |
| Valens Semiconductor Ltd. | 350.3M | 53 | 89 | 90 | 46 | 66 | 77 | 1 |
| Rockley Photonics Holdings Limited | 338.0M | 80 | 72 | 66 | 46 | 59 | 78 | 1 |
| CyberOptics Corporation | 278.5M | 49 | 74 | 89 | 78 | 72 | 79 | 1 |
| Transphorm, Inc. | 260.9M | 81 | 87 | 96 | 94 | 88 | 80 | 1 |
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