Ambarella Inc (NAS:AMBA)

$ 71.84 1.67 (2.38%) Market Cap: 2.97 Bil Enterprise Value: 2.68 Bil PE Ratio: 0 PB Ratio: 5.35 GF Score: 76/100

Ambarella Inc at Bank of America Global Technology Conference Transcript

Jun 08, 2022 / 08:35PM GMT

Release Date Price: $82.65 (-2.41%)

Transcript 10-Q

Vivek Arya

BofA Securities, Research Division - MD in Equity Research & Research Analyst

[Welcome to] the afternoon session. Glad you could join us. I'm Vivek Arya. I cover semiconductor, semi-cap equipment at BofA, and really delighted to have the team from Ambarella join us, Fermi Wang, the CEO; and Brian White, the CFO of Ambarella. And what I thought would be helpful, Fermi, is for a few people who might not be aware of Ambarella, right, and your products and your kind of technology moat, would be very useful to give us an overview before we get into the nitty-gritty of macro and short-term trends.

Feng;Ming Wang

Ambarella, Inc. - Co-Founder, President, CEO & Executive Chairman

Absolutely. Thank you. Ambarella is a semiconductor company focused on, originally, video processing. In fact, that's how we started the business 18 years ago. And at the beginning, we're focused on to produce high-quality, low efficient -- low-power consumption silicon solution for capturing video. But throughout the years that we went public in 2012 and

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