B4LLSSummary Following my coverage of Ambarella Inc. (NASDAQ:AMBA), I recommended a hold rating as I was concerned about the headwinds in the automotive markets and the setbacks that AMBA has faced in the surveillance segment. This post is to provide an update on my thoughts on the business and stock. I am revising my hold rating to a buy rating as I am now focused on FY26 performance, where I expect AMBA to see a strong acceleration in growth. Management comments on inventories and 4Q23 guidance hint t ...

Ambarella (AMBA) , in a bid to bring generative artificial intelligence (AI) to edge endpoint devices and on-premise hardware, has unveiled its N1 System on Chips (SoCs) Series that runs multi-modal large language models (LLMs) and supports up to 34 billion parameters. The product will be showcased at the Consumer Electronic Show 2024.The solution is built on CV3-HD architecture that was initially used to power Advanced Driver Assistance Systems. The new N1 SoCs are built on this capability that utilizes ex ...

SANTA CLARA, Calif., Jan. 09, 2024 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ:AMBA), an edge AI semiconductor company, today announced during CES the latest additions to its CV3-AD family of automotive AI domain controllers—the CV3-AD635 and CV3-AD655 systems-on-chip (SoCs). The new CV3- AD635 supports a sensing suite that includes multiple cameras and radars to enable mainstream L2+ feature sets, such as highway autopilot and automated parking, in addition to meeting the GSR2 and NCAP standards. Additiona ...

SANTA CLARA, Calif., Jan. 08, 2024 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ:AMBA), an edge AI semiconductor company, today announced during CES that it is demonstrating multi-modal large language models (LLMs) running on its new N1 SoC series at a fraction of the power-per-inference of leading GPU solutions. Ambarella aims to bring generative AI—a transformative technology that first appeared in servers due to the large processing power required—to edge endpoint devices and on-premise hardware, across a ...

As the year 2024 begins, the investment environment is brimming with potential, notably in the field of autonomous driving. Among them, a handful stand out as the most exciting and hottest autonomous driving stocks, catching the attention of astute investors. This industry, which was previously a faraway dream, is now on its way to becoming a reality rich in innovation and promise. As we negotiate the complex maze of market patterns, it becomes evident that these stocks are about more than simply futuristic ...

Ambarella’s (AMBA) CV3-AD685 AI domain control system-on-chip (SoC), introduced in January 2023, is set to power Kodiak Robotics’ autonomous vehicles. CV3-AD685 was first introduced for Level 2+ and Level 4 autonomous vehicles.Level 2+ autonomous vehicles have capabilities like adaptive cruise control, lane centering and automatic braking, and Level 4 vehicles come with even higher levels of self-driving capability.The new CV3-AD685 AI engine is a major leap forward from the previous version (CV2 SoCs). It ...

SANTA CLARA, Calif. and MOUNTAIN VIEW, Calif., Jan. 02, 2024 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ:AMBA), an edge AI semiconductor company, and Kodiak Robotics, Inc., a leading autonomous vehicle company focused on trucking and defense, today announced that Kodiak selected Ambarella's CV3-AD685 AI domain control system-on-chip (SoC) as a complete embedded compute solution for its next-generation autonomous vehicles. This SoC provides a complete embedded solution for Kodiak's multi-sensor perception, f ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended October 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-35667 AMBARELLA, INC. (Exact name of registrant as specified in its charter) Cayman Islands 98-0459628 (State or other jurisd ...

Ambarella, Inc. (NASDAQ:AMBA) Q3 2024 Earnings Conference Call November 30, 2023 4:30 PM ET Company Participants Louis Gerhardy - Vice President, Corporate Development Fermi Wang - President and Chief Executive Officer Brian White - Chief Financial Officer John Young - Vice President, Finance Conference Call Participants Joe Moore - Morgan Stanley Jeremy Kwan - Stifel Matt Myers - Susquehanna Kevin Cassidy - Rosenblatt Securities Neil Young - Needham & Company Martin Yang - Oppenheimer & Company Operator Th ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-35667 AMBARELLA, INC. (Exact name of registrant as specified in its charter) Cayman Islands 98-0459628 (State or other jurisdict ...