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 Nasdaq Investor Conference Transcript

Dec 07, 2022 / 10:30AM GMT

Release Date Price: $75.83

Transcript 10-Q8-K

Joseph Lawrence Moore

Morgan Stanley, Research Division - Executive Director

All right. Great. We're going to go and get started. Thank you, everybody. I'm Joe Moore, U.S. semiconductor analyst for Morgan Stanley. Very happy to have with us today the management team of Ambarella, CEO, Fermi Wang; and CFO, Brian White. So thanks, guys, for joining us.

Questions & Answers

Joseph Lawrence Moore

Morgan Stanley, Research Division - Executive Director

I wonder maybe if you could start out, I think most people know the story, but just computer vision transition is now up to 45% of your revenue this year. Can you talk about the computer vision market, what it is that you guys are trying to do and we'll go into specifics.

Feng;Ming Wang

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

Right. Computer vision is really a technology we've been focused on, and we are trying to apply the computer vision to the, we call IoT market first and that transition was very successful. We

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