Ambarella Inc (LTS:0YU1)

$ 72.29 -2.9 (-3.86%) Market Cap: 3.01 Bil Enterprise Value: 2.79 Bil PE Ratio: 0 PB Ratio: 5.45 GF Score: 71/100

Ambarella Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 04, 2020 / 04:45PM GMT

Release Date Price: $57.78

Transcript 8-K

Joseph Lawrence Moore

Morgan Stanley, Research Division - Executive Director

All right. Thank you, everybody. And I'll quickly read the safe harbor, which I know you've heard now 75 times. Please note that all important disclosures, including personal holdings disclosures and Morgan Stanley disclosures, appear on the Morgan Stanley public website or at the registration desk.

So I'm very happy to have with us today the CEO of Ambarella, Fermi Wang. The company just reported last night. This is our top small cap idea in semis. So Fermi, thanks for being here, and I know you had to pull up your earnings date to get here. So I appreciate that.

Maybe if we could just start a little bit with the history of this computer vision effort. I feel like people -- there's kind of a view that your consumer business rolled off and you needed something to fill the gap and so you started investing in this. This is something you've been talking about since before the IPO. Obviously, it takes a long time to turn to revenue, but you've really gotten to that point now where it's starting to contribute. You

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