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 Bank of America Global Technology Conference Transcript

Jun 06, 2023 / 10:20PM GMT

Release Date Price: $79.29 (+3.41%)

Transcript 10-Q

Vivek Arya

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

Let's get started on this afternoon session. I'm Vivek Arya. I cover semiconductor, semi-cap equipment at BofA, and really delighted to have Fermi Wang from Ambarella, CEO of Ambarella join us this afternoon to share his thoughts about the company. I'll go through my Q&A, but please feel free to raise your hand if you want to bring up some of your questions in between.

But -- welcome to you, Fermi. I appreciate you joining us. And maybe for people who might not be familiar, right, with Ambarella, if you could give us a quick overview of your kind of growth strategy and product pipeline that will be very useful.

Feng;Ming Wang

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

Right. So today, if you look at our technology is really applying AI to video content and particularly focus on edge devices because our differentiation is performance per watt, which is critically important for any edge device. It doesn't matter

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