Financial Performance & Outlook - Ambarella's Q3 FY2022 revenue is projected to be between $88 million and $92 million, surpassing the consensus estimate of approximately $78.4 million[51] - Q2 F2022 revenue reached $79.3 million, exceeding the guidance range of $74 million to $77 million and the consensus estimate of ~$75.67 million[51] - The company's non-GAAP gross margin in Q2 F2022 was 62.8%, above the consensus estimate of 61.5%[51] - Non-GAAP EPS for Q2 F2022 was $0.35, exceeding the consensus estimate of $0.25[51] Investment & Technology - Cumulative CV R&D investment has exceeded $550 million, with total cumulative R&D investment around $1.1 billion[5] - CV revenue is estimated to be at least 25% of F2022 revenue, compared to approximately 10% in F2021[5] - Ambarella has a strong balance sheet with $449 million in cash and marketable securities and no debt as of Q2 F2022[5] Market Focus & Opportunities - IoT-Security accounted for approximately 60% of revenue in FY21, representing Ambarella's highest market share in that sector[18, 20] - Automotive sector accounted for 15%-20% of revenue in FY21, representing the largest SAM opportunity[18, 30] - The company estimates the global "security camera" installed base to be ~900 million in C2020[21]

Ambarella, Inc. (NASDAQ:AMBA) Q2 2022 Earnings Conference Call August 31, 2021 4:30 PM ET Company Participants Fermi Wang - President & Chief Executive Officer Louis Gerhardy - Corporate Development & Investor Relations Casey Eichler - Chief Financial Officer Conference Call Participants Gary Mobley - Wells Fargo Securities Joe Moore - Morgan Stanley Matt Ramsay - Cowen Tore Svanberg - Stifel Ross Seymore - Deutsche Bank Suji Desilva - ROTH Capital Quinn Bolton - Needham & Company Kevin Cassidy - Rosenblatt ...

Call Start: 16:30 January 1, 0000 5:36 PM ET Ambarella, Inc. (NASDAQ:AMBA) Q1 2022 Earnings Conference Call June 1, 2021 16:30 ET Company Participants Louis Gerhardy - Director of Corporate Development & Investor Relations Fermi Wang - President & Chief Executive Officer Casey Eichler - Chief Financial Officer Conference Call Participants Joseph Moore - Morgan Stanley Vivek Arya - Bank of America Gary Mobley - Wells Fargo Securities Kevin Cassidy - Rosenblatt Securities Tore Svanberg - Stifel Andrew Buscagl ...

Ambarella, Inc. (NASDAQ:AMBA) Q4 2021 Results Conference Call March 2, 2021 4:30 PM ET Company Participants Louis Gerhardy - Director of Corporate Development and Investor Relations Fermi Wang - President and Chief Executive Officer Casey Eichler - Chief Financial Officer Conference Call Participants Matthew Ramsay - Cowen and Company Tore Svanberg - Stifel Andrew Buscaglia - Berenberg Kevin Cassidy - Rosenblatt Securities Joseph Moore - Morgan Stanley Vivek Arya - BofA Securities Ross Seymore - Deutsche ...

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, 2020 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 ...