Ambarella Inc (NAS:AMBA)
$ 72.02 1.85 (2.64%) Market Cap: 2.97 Bil Enterprise Value: 2.64 Bil PE Ratio: 0 PB Ratio: 5.36 GF Score: 76/100

Ambarella Inc at Stifel Cross Sector Insight Conference Transcript

Jun 10, 2019 / 03:30PM GMT
Release Date Price: $41.47 (+6.44%)
Kevin Cassidy
Stifel Nicolaus - Analyst

Okay, welcome to the Stifel Cross Sector Insights Conference. My name is Kevin Cassidy; I am one of the semiconductor analysts at Stifel. And it's my pleasure to introduce from Ambarella Fermi Wang, CEO and Co-Founder, and Casey Eichler, their CFO.

First I'll just ask to give a five-minute overview of who Ambarella is in case someone in the audience doesn't understand. Then we will get into some of my questions.

Fermi Wang
Ambarella, Inc. - CEO & Co-Founder

Okay. Ambarella is a private semiconductor company founded in 2004. For the very first 10 years we focused on video products, helping our customers building camera for security camera, action, sports camera, all kinds of different types of cameras.

We went public in 2012 and at that time we decided to start working on a new technology. Today we call it computer vision. Basically it's applying AI on video data. And the idea is you can analyze the video on-the-fly while you capture those video data.

Today we are -- after three or four

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