Ambarella, Inc. (AMBA) Presents at 53rd Annual Nasdaq Investor Conference Transcript
Summarize this article with:
SA Transcripts157.29K FollowersFollow5ShareSaveCommentsPlay Earnings CallPlay Earnings Call Ambarella, Inc. (AMBA) 53rd Annual Nasdaq Investor Conference December 9, 2025 11:00 AM EST Company Participants Fermi Wang - Co-Founder, President, CEO & Executive Chairman Presentation Unknown Analyst Good afternoon, everybody. So happy to introduce today, Fermi Wang, the CEO of Ambarella, for maybe the sixth time at this conference -- several times. Fermi WangCo-Founder, President, CEO & Executive Chairman Several times over the years. Question-and-Answer Session Unknown Analyst Yes. So I always appreciate you being here. And a really interesting time to see you. You've had a year. This has obviously been a big year around the edge AI theme. You guys have sort of pivoted and refocused a little bit. Edge AI is now 80% of your revenue. Can you just talk about where you are in big picture, where you've come from, and where you're going? Fermi WangCo-Founder, President, CEO & Executive Chairman Right. So first of all, I want to clarify one thing, which is that in my opinion, we're only building one technology, which is really edge AI technology for hardware and software. And this platform, hardware and software combination can serve many different applications, including automotive, including what we call IoT space on the IoT enterprise security, any new -- a lot of new application that we talk about drone, enterprise edge infrastructure. So in my mind, there are many market segment opportunity because of the edge AI technology will provide. So for me, we're going to continue to invest on the -- enable more and more edge AI application, particularly today is video plus AI plus low-power consumption. That's the focus of the company, and that will be the core of our revenue growth. Of course, that we are talking about moving to the edge infrastructure, maybe non-video data will become also a play in the future. But definitely today, we are focusing on any applications that can take advantage of our hardware and software platform.
Recommended For You