Ambarella, Inc. (AMBA) is a technology company specializing in the development and sales of low-power AI-based processing and video/image processing SoC solutions. The company provides cutting-edge semiconductor products that enable high-definition video and advanced computer vision applications. Its solutions are widely used across various industries, including IoT, automotive, industrial, and robotics markets.
- AI-Based Computer Vision Processors - Powers deep learning and AI algorithms for applications such as object detection, segmentation, and autonomous driving.
- Video/Image Processing SoC Solutions - Offers scalable image processing and video compression engines supporting Full HD to 8K video performance.
- IoT Camera Solutions - Provides processing solutions for IP security cameras, automotive video recorders, drones, and wearable cameras.
- Automotive Applications - Develops processors for advanced driver-assistance systems (ADAS) and autonomous vehicle technologies.
- Industrial and Robotics Applications - Supplies AI and video processing solutions for industrial automation and robotics systems.
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| Name | Position | External Roles | Short Bio | |
|---|---|---|---|---|
Feng-Ming (Fermi) Wang ExecutiveBoard | Chairman of the Board of Directors, President, and Chief Executive Officer | Feng-Ming (Fermi) Wang has been the CEO of Ambarella since January 2004, leading the company as its co-founder and driving its growth in the digital video industry. Previously, he served as CEO and co-founder of Afara Websystems (2000-2002) and held executive roles at C-Cube Microsystems (1991-2000). | View Report → | |
Leslie Kohn [March 31 ExecutiveBoard | Chief Technology Officer and Director | Leslie Kohn has served as Chief Technology Officer and Director at Ambarella since January 2004 when he co-founded the company. | ||
Chan W. Lee [March 31 Executive | Chief Operating Officer | Chan W. Lee is the Chief Operating Officer at Ambarella since September 2021, and previously served as Vice President, VLSI from February 2004. | ||
Chi-Hong (John) Ju [March 31 Executive | Senior Vice President, Systems | Chi-Hong (John) Ju has served as Senior Vice President, Systems at Ambarella since September 2021 and previously as Vice President, Software from February 2004 to September 2021. | ||
Christopher Day [March 31 Executive | Vice President, Marketing and Business Development | Christopher Day has served as Ambarella’s Vice President, Marketing and Business Development since March 2010. Previously, he led Mobilygen, Inc. as President and CEO from March 2007 to October 2008 and has held key roles at Maxim Integrated, NXP Semiconductors, and C-Cube Microsystems. | ||
John A. Young [March 31 Executive | Chief Financial Officer | John A. Young is the Chief Financial Officer of Ambarella, Inc. since February 2024. He previously served as Vice President, Finance from December 2019 to January 2024 and as Corporate Controller from March 2017 to December 2019, with extensive finance experience from Mellanox Technologies. | ||
Yun-Lung (Michael) Chen [March 31 Executive | Vice President, Business Development | Yun-Lung (Michael) Chen currently serves as Vice President, Business Development at Ambarella since June 2011. He previously contributed as Senior Director of Sales from January 2005 to June 2011. |
- Given that your IoT/AI side has been growing over 30% while automotive growth remains in the mid-single digits, how do you plan to bridge this gap, and what specific initiatives are in place to accelerate automotive revenue despite current geographic and tariff challenges.
- With your guidance indicating conservatism due to potential government policy shifts and tariff uncertainties, could you detail which specific policies or market factors are most worrisome and how they might affect your margin trajectory going forward.
- You mentioned an aggressive push on 2-nanometer chip development with a tape-out expected later this year and customer production potentially by the end of 2026; what key technical benchmarks or risk factors will determine if this investment meets your performance and power consumption targets.
- Considering the loss of a major Western OEM bid due to incumbent scale advantages despite favorable feedback on your technology and pricing, what concrete steps are you taking to enhance competitive positioning and win more automotive deals in the coming months.
- With more than half of the incremental fiscal '26 revenue expected to come from new products like the CV5 and CV7 families, how will you balance growth from these innovations against the gradual decline in legacy product lines, especially in the context of evolving market demands and supply chain pressures.
Research analysts who have asked questions during AMBARELLA earnings calls.
Christopher Rolland
Susquehanna Financial Group
5 questions for AMBA
Kevin Cassidy
Rosenblatt Securities
5 questions for AMBA
Martin Yang
Oppenheimer & Co. Inc.
4 questions for AMBA
Tore Svanberg
Stifel Financial Corp.
4 questions for AMBA
Joseph Moore
Morgan Stanley
3 questions for AMBA
Quinn Bolton
Needham & Company, LLC
3 questions for AMBA
Ross Seymore
Deutsche Bank
3 questions for AMBA
Sujeeva De Silva
Roth MKM
3 questions for AMBA
Auguste Richard
Northland Capital Markets
2 questions for AMBA
David O'Connor
BNP Paribas
2 questions for AMBA
Gus Richard
Northland Capital Markets
2 questions for AMBA
Richard Shannon
Craig-Hallum Capital Group LLC
2 questions for AMBA
Shadi Mitwalli
Needham & Company
2 questions for AMBA
Kyle Smith
Stifel, Nicolaus & Company, Incorporated
1 question for AMBA
Liam Pharr
Bank of America Securities
1 question for AMBA
Sean O'Laughlin
TD Cowen
1 question for AMBA
Suji Desilva
ROTH MKM
1 question for AMBA
Competitors mentioned in the company's latest 10K filing.
| Company | Description |
|---|---|
AMLogic Inc. | A primary competitor in the IoT market, offering semiconductor products that compete with the company's solutions. |
Fuzhou Rockchip Electronics Co., Ltd. | Competes in the IoT market with semiconductor products that overlap with the company's offerings. |
HiSilicon Technologies Co., Ltd. | Owned by Huawei Technologies Co., this competitor operates in the IoT market and provides products that compete with the company's solutions. |
Ingenic Semiconductor Co., Ltd. | A competitor in the IoT market, specializing in semiconductor products that rival the company's offerings. |
Novatek Microelectronics Corp. | Competes in both the IoT and automotive camera markets with semiconductor products that overlap with the company's solutions. |
A competitor in the IoT and automotive camera markets, offering advanced semiconductor solutions. | |
OmniVision Technologies, Inc. | Operates in the IoT market, providing semiconductor products that compete with the company's solutions. |
A competitor in both the IoT and automotive camera markets, offering a wide range of semiconductor products. | |
SigmaStar Technology Ltd. | Competes in the IoT market with semiconductor products that rival the company's offerings. |
Socionext Inc. | A competitor in the IoT market, providing semiconductor solutions that overlap with the company's offerings. |
Allwinner Technology Co., Ltd. | Competes in the automotive camera market with semiconductor products that rival the company's solutions. |
Horizon Robotics Inc. | A competitor in the automotive camera market, specializing in semiconductor solutions. |
iCatch Technology, Inc. | Operates in the automotive camera market, providing semiconductor products that compete with the company's solutions. |
A subsidiary of Intel Corporation, competing in the automotive camera market with advanced semiconductor solutions. | |
A competitor in the automotive camera market, offering a wide range of semiconductor products. | |
Renesas Electronics Corporation | Competes in the automotive camera market with semiconductor products that overlap with the company's solutions. |
A competitor in the automotive camera market, providing semiconductor solutions that rival the company's offerings. |
| Customer | Relationship | Segment | Details |
|---|---|---|---|
WT Microelectronics Co., Ltd. | Non-exclusive sales representative and fulfillment partner in Asia (excluding Japan) | All | 63% of total revenue in FY2025 , 53% in FY2024 , 57% in FY2023 ; accounts receivable: $12.3 million as of Jan 31, 2025 , $10.3 million as of Jan 31, 2024 |
Chicony Electronics Co., Ltd. | Original design manufacturer (ODM) | All | 14% of total revenue in FY2024 , 12% in FY2023 ; accounts receivable: $7.0 million as of Jan 31, 2024 |
Notable M&A activity and strategic investments in the past 3 years.
| Company | Year | Details |
|---|---|---|
Oculii Corp | 2021 | Ambarella completed the acquisition of Oculii Corp on November 5, 2021 for $307.5 million in cash, including adjustments for cash, working capital, and unvested options. The deal strategically expands Ambarella’s portfolio into radar perception by integrating Oculii’s adaptive AI algorithms—which boost radar resolution and accuracy—with its existing automotive and IoT SoCs. |
Recent press releases and 8-K filings for AMBA.
- Ambarella, a 21-year-old company, outlined its evolution from legacy video processing to developing advanced AI video analytics for both IoT and automotive applications.
- The company emphasized its strategic focus on edge AI, noting significant AI revenue growth with over 32 million AI processors shipped since 2018 and expanding applications including video conferencing and wearable cameras.
- Ambarella highlighted ongoing investments in third-generation AI architectures, design wins, and strategic customer engagements to drive future growth and reinforce its competitive position.
- Ambarella confirms strong quarterly performance with a growth guidance of 15%-19% (midpoint 17%), driven by ramping shipments of its CV5 chip and the launch of its CV7 chip for IoT applications .
- The company is advancing its chip portfolio by integrating reasoning models, recently demonstrating the DeepSeek 1.5B parameter model on its CV75 chip to unlock new applications across automotive, surveillance, and edge computing sectors .
- For fiscal periods, Q1 F2026 guidance projects revenue between $81.0M and $87.0M with non-GAAP gross margins of 61.0%-62.5%, while Q4 F2025 performance surpassed expectations with $84.0M in revenue and non-GAAP EPS of $0.11 .
- Despite losing a bid with a major Western OEM, Ambarella remains focused on partnering with Tier 1 automotive customers and pursuing export-driven opportunities in China .
- The company is diversifying into emerging markets such as drones and robotics, leveraging its versatile silicon solutions .
- Q4 2025 revenue reached $84.0M, a 62.8% YoY increase driven by record AI revenue and new product contributions from the CV5 and CV7 families [0,2,3]
- Non-GAAP results delivered a Q4 net profit of $4.8M (EPS of $0.11) while marking 16 consecutive years of positive free cash flow [1,2]
- FY 2025 revenue totaled $284.9M, up 25.8% YoY
- GAAP net loss for Q4 2025 narrowed to $20.2M (loss per share of $0.48)
- For FY 2026, Ambarella expects mid- to high-teens percentage revenue growth with Q1 guidance of $81–$87M, focusing on improved IoT, automotive, and AI/edge innovations [1,3,4]