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Ambarella, Inc. (AMBA) Presents at UBS Global Technology and AI Conference 2025 Transcript
Ambarella, Inc. ( AMBA ) UBS Global Technology and AI Conference 2025 December 2, 2025 6:55 PM EST Company Participants Fermi Wang - Co-Founder, President, CEO & Executive Chairman Presentation Unknown Analyst Good afternoon, everybody. For one of the last sessions of the day, we have here with us Fermi Wang, the Chief Executive Officer of Ambarella, Inc. Fermi, thanks so much for being here.
Ambarella Q3 Earnings Beat Estimates, Revenues Jump More Than 31% Y/Y
AMBA's Q3 revenues soar 31% on stronger edge AI demand, while efficient cost management leads to a 145% surge in earnings.
Ambarella, Inc. (AMBA) Q3 2026 Earnings Call Transcript
Ambarella, Inc. ( AMBA ) Q3 2026 Earnings Call November 25, 2025 4:30 PM EST Company Participants Louis Gerhardy - Vice President of Corporate Development Fermi Wang - Co-Founder, President, CEO & Executive Chairman John Young - Chief Financial Officer Conference Call Participants Tore Svanberg - Stifel, Nicolaus & Company, Incorporated, Research Division Ross Seymore - Deutsche Bank AG, Research Division Joseph Moore - Morgan Stanley, Research Division Christopher Rolland - Susquehanna Financial Group, LLLP, Research Division Sujeeva De Silva - ROTH Capital Partners, LLC, Research Division Martin Yang - Oppenheimer & Co. Inc., Research Division Quinn Bolton - Needham & Company, LLC, Research Division Kevin Cassidy - Rosenblatt Securities Inc., Research Division Presentation Operator Good day, and thank you for standing by, and welcome to the Ambarella's Third Quarter Fiscal Year 2026 Earnings Conference Call. [Operator Instructions].
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Ambarella, Inc. Profile
| Semiconductors & Semiconductor Equipment Industry | Information Technology Sector | Feng-Ming Wang CEO | XMUN Exchange | KYG037AX1015 ISIN |
| US Country | 941 Employees | - Last Dividend | - Last Split | 10 Oct 2012 IPO Date |
Overview
Ambarella, Inc. is a pioneering company in the semiconductor industry, specializing in the development of advanced solutions for high-definition (HD) and ultra HD video compression, image signal processing, and artificial intelligence (AI) processing across the globe. Founded in 2004 with its headquarters in Santa Clara, California, Ambarella stands out for its innovative system-on-a-chip (SoC) designs. These designs ingeniously integrate HD video processing, image processing, AI computer vision algorithms, audio processing, and other vital system functions onto a single chip. This integration is pivotal in delivering superior video and image quality, distinctive functionality, and energy-efficient performance. Ambarella caters to a diverse range of applications, extending its technology to various sectors, including automotive cameras, security cameras for homes, enterprises, and public spaces, as well as robotics and industrial applications. The company's success is driven by its commitment to innovation and the delivery of solutions that ensure quality, functionality, and low power consumption. It serves its global clientele through a combination of direct sales and distributor networks, maintaining a strong presence in the semiconductor solutions market.
Products and Services
- Automotive Cameras - Ambarella's solutions are critical in enhancing automotive safety and functionality through applications such as automotive video recorders, electronic mirrors, front advanced driver assistance system (ADAS) cameras, cabin and driver monitoring systems, and central domain controllers for autonomous vehicles. These products aim to improve vehicle safety, navigation, and autonomous driving capabilities.
- Security Cameras - The company manufactures high-tech SoCs for enterprise and public class, and home security cameras. These are instrumental in providing surveillance and security solutions for businesses, public spaces, and residential areas, thereby enhancing public and private security.
- Robotics and Industrial Applications - Ambarella extends its technology to the realm of robotics and industrial uses, catering to identification/authentication cameras, robotic products, and sensing cameras. These applications are vital in sectors requiring high reliability and precision, including manufacturing and security.
- Consumer Leisure Applications - This category includes wearable body cameras, sports action cameras, social media cameras, drones for aerial video or photographs, video conferencing, and virtual reality applications. Ambarella's products in this category cater to the growing demand for high-quality video and imaging in recreational technologies.
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