- Q4 2024 Ambarella Inc Earnings Call TranscriptFeb 27, 2024$58.05 (+2.17%)Earnings
- Q3 2024 Ambarella Inc Earnings Call TranscriptNov 30, 2023$58.32 (+2.50%)Earnings
- Q2 2024 Ambarella Inc Earnings Call TranscriptAug 29, 2023$76.14 (+9.69%)Earnings
- Ambarella Inc at Bank of America Global Technology Conference TranscriptJun 06, 2023
- Ambarella Inc at TD Cowen Technology, Media & Telecom Conference TranscriptJun 01, 2023
- Q1 2024 Ambarella Inc Earnings Call TranscriptMay 30, 2023$80.92 (+5.45%)Earnings
- Ambarella Inc at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 07, 2023
- Q4 2023 Ambarella Inc Earnings Call TranscriptFeb 28, 2023$93.04Earnings
- Ambarella Inc at Nasdaq Investor Conference TranscriptDec 07, 2022
- Q3 2023 Ambarella Inc Earnings Call TranscriptDec 01, 2022$73.78 (+6.43%)Earnings
- Ambarella Inc at UBS Future of Electric Mobility Virtual Conference TranscriptOct 03, 2022
- Ambarella Inc at Deutsche Bank Technology Conference TranscriptSep 01, 2022
- Q2 2023 Ambarella Inc Earnings Call TranscriptAug 30, 2022$87.33Earnings
- Ambarella Inc at Bank of America Global Technology Conference TranscriptJun 08, 2022
- Ambarella Inc at Cowen Technology, Media & Telecom Conference TranscriptJun 02, 2022
- Q1 2023 Ambarella Inc Earnings Call TranscriptMay 31, 2022$86.45 (-0.01%)Earnings
- Ambarella Inc at Bank of America Global Automotive Summit TranscriptApr 12, 2022
- Ambarella Inc at Morgan Stanley Technology, Media, and Telecom Conference (Virtual) TranscriptMar 10, 2022
- Q4 2022 Ambarella Inc Earnings Call TranscriptFeb 28, 2022$138.23 (+0.17%)Earnings
- Ambarella Inc Capital Markets Day TranscriptJan 04, 2022
- Q3 2022 Ambarella Inc Earnings Call TranscriptNov 30, 2021$184.32 (+2.46%)Earnings
- Ambarella Inc at Berenberg US CEO Conference (Virtual) TranscriptNov 09, 2021
- Ambarella Inc to Acquire Oculii Corp M&A Call TranscriptOct 26, 2021
- Ambarella Inc at Evercore ISI Autotech & AI Forum (Virtual) TranscriptSep 22, 2021
- Ambarella Inc at Deutsche Bank Technology Conference (Virtual) TranscriptSep 09, 2021
- Q2 2022 Ambarella Inc Earnings Call TranscriptAug 31, 2021$103 (+2.84%)Earnings
- Ambarella Inc at Stifel Cross Sector Insight Conference (Virtual) TranscriptJun 09, 2021
- Ambarella Inc at Bank of America Global Technology Conference (Virtual) TranscriptJun 08, 2021
- Q1 2022 Ambarella Inc Earnings Call TranscriptJun 01, 2021$101.54Earnings
- Ambarella Inc at Bank of America Global Automotive Virtual Summit TranscriptMar 30, 2021
- Ambarella Inc at Morgan Stanley Technology, Media and Telecom Conference (Virtual) TranscriptMar 03, 2021
- Q4 2021 Ambarella Inc Earnings Call TranscriptMar 02, 2021$117.18 (+0.29%)Earnings
- Ambarella Inc at UBS Global TMT Conference (Virtual) TranscriptDec 08, 2020
- Q3 2021 Ambarella Inc Earnings Call TranscriptNov 23, 2020$66.5 (+13.50%)Earnings
- Ambarella Inc at Morgan Stanley Life After Covid Thematic Conference (Virtual) TranscriptNov 12, 2020
- Q2 2021 Ambarella Inc Earnings Call TranscriptSep 02, 2020$55.44 (+0.26%)Earnings
- Ambarella Inc at Bank of America Merrill Lynch Global Technology Conference (Virtual) TranscriptJun 03, 2020
- Q1 2021 Ambarella Inc Earnings Call TranscriptJun 02, 2020$51.56Earnings
- Ambarella Inc at Morgan Stanley Technology, Media & Telecom Conference TranscriptMar 04, 2020
- Q4 2020 Ambarella Inc Earnings Call TranscriptMar 03, 2020$57.78Earnings
- Ambarella Inc at Deutsche Bank AutoTech Conference TranscriptDec 10, 2019
- Q3 2020 Ambarella Inc Earnings Call TranscriptNov 25, 2019$53.04Earnings
- Q2 2020 Ambarella Inc Earnings Call TranscriptAug 29, 2019$44.91Earnings
- Ambarella Inc at Stifel Cross Sector Insight Conference TranscriptJun 10, 2019
- Ambarella Inc at Bank of America Merrill Lynch Global Technology Conference TranscriptJun 05, 2019
- Q1 2020 Ambarella Inc Earnings Call TranscriptJun 04, 2019$51.16Earnings
- Ambarella Inc at Bank of America Merrill Lynch Auto Summit TranscriptApr 17, 2019
- Q4 2019 Ambarella Inc Earnings Call TranscriptMar 05, 2019$40.58Earnings
Ambarella Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript
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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