Arete will be hosting a call with Ambarella’s CEO and Co-Founder, Dr Fermi Wang as well as their CFO, Brian White to discuss the following:
- Revisit the key growth drivers in the business in the light of shares selling off sharply since the beginning of the year. We will explore what has changed and how the pipeline might evolve. With CV still relatively small portion of the business today we will also address how content evolves as adoption for computer vision grows.
- We will take a deep dive into the autonomous opportunity for AMBA, how they see ADAS scaling over the next few years and how the market is likely to evolve towards L2+. With a raft of tenders in autonomous with top car makers, we plan to talk over how AMBA see their competitive position vs QCOM, NVDA and Mobileye.
- Finally we will look at the long-term drivers in the robotics and wider IOT market. What new end-markets they see as relevant to their business and how this is likely to supplement growth elsewhere.