业绩总结 - Ambarella的计算机视觉（CV）研发投资累计超过5.5亿美元，总研发投资约为11亿美元[5] - 截至2021年7月31日，Ambarella拥有4.49亿美元的现金和可流动证券，且无债务，连续13年实现正的经营现金流，占收入的0.2%至39%[5] - 2021财年，Ambarella在汽车市场的收入占比为15%-20%，在IoT安全市场的市场份额约为60%[18] - 2022财年第二季度的收入为7930万美元，超出指导范围的7400万至7700万美元[51] - 2022财年第三季度的收入指导范围为8800万至9200万美元，超过市场共识的7840万美元[51] - 2022财年第二季度的非GAAP毛利率为62.8%，高于市场共识的61.5%[51] 用户数据与市场潜力 - 2020年，全球安全摄像头的年出货量约为2.6亿台，其中75%为专业市场，25%为智能家居市场[21] - 2020年全球新制造车辆的平均摄像头数量约为1.5个[28] - 2020年全球安全摄像头的安装基数接近9亿，预计人类观看的安装基数将持续增长，而机器感知的安装基数刚刚开始[21] - Ambarella的IoT端点市场需要低功耗、高效处理和低延迟的SoC架构，市场潜力巨大[9] - Ambarella在2019年的市场规模(SAM)约为2.5亿美元，预计到2025年将增长至4亿至5亿美元[31] 新产品与技术研发 - Ambarella的CV SoC产品在2021年2月开始产生收入，最新的CV52产品于2021年6月发布，支持高达14个摄像头[15] - Ambarella的产品组合包括CVflow SoCs，支持多种应用程序在单一系统芯片上同时运行[34] - Ambarella的CV SoC产品在“3G”市场的平均销售价格是类似“2G”视频处理器的两倍[22] 财务回报与股东价值 - Ambarella在2021财年通过股票回购向股东返还了1.76亿美元[5] 未来展望 - Ambarella预计2021财年的汽车摄像头系统市场占总收入的15%-20%[30] - Ambarella预计2022财年汽车和物联网收入将环比增长约10%[51] - Ambarella的汽车收入渠道中，设计获胜率约为65%[45] 竞争与市场挑战 - Ambarella的主要竞争对手HiSilicon面临市场挑战，可能影响其财务表现[51] - Ambarella的CV收入在2021财年占总收入的约10%，预计在2022财年将至少占25%[5] - Ambarella的全球员工中超过81%为工程师，约68%的工程师专注于软件和算法[6]

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 ...

Ambarella, Inc. (NASDAQ:AMBA) Q3 2021 Earnings Conference Call November 23, 2020 4:30 PM ET Company Participants Louis Gerhardy - Corporate Development, Investor Relations Fermi Wang - President & Chief Executive Officer Casey Eichler - Chief Financial Officer Conference Call Participants Joseph Moore - Morgan Stanley Tristan Gerra - Baird Matt Ramsay - Cowen Tore Svanberg - Stifel Quinn Bolton - Needham & Company Kevin Cassidy - Rosenblatt Securities Charlie Anderson - Colliers Securities Ross Seymore - De ...