Ambarella (AMBA) Presents at Jefferies 1x1 Conference - Slideshow

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]