Ambarella, Inc. (AMBA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript

SA Transcripts158.79K FollowersFollow5ShareSaveCommentsQ4: 2026-02-26 Earnings SummaryInsightsTranscript InsightsPlay CallPlay CallTranscriptEPS of $0.13 beats by $0.03 | Revenue of $100.87M (20.06% Y/Y) beats by $700.38K Ambarella, Inc. (AMBA) Morgan Stanley Technology, Media & Telecom Conference 2026 March 3, 2026 4:50 PM EST Company Participants Fermi Wang - Co-Founder, President, CEO & Executive Chairman Conference Call Participants Joseph Moore - Morgan Stanley, Research Division Presentation Joseph MooreMorgan Stanley, Research Division Great. Thank you. Welcome, everybody. I'm Joe Moore, Morgan Stanley Semiconductor Research and very happy to have with us the CEO of Ambarella, Fermi Wang. Fermi WangCo-Founder, President, CEO & Executive Chairman Thank you. Joseph MooreMorgan Stanley, Research Division Fermi, thanks for being here. Question-and-Answer Session Joseph MooreMorgan Stanley, Research Division Maybe we could start out the AI focus. We talked a lot about edge AI a year ago, but the focus has really shifted to data center, but there's a lot of activity in the edge space, and you guys have pivoted nicely to sort of attack that. Can you talk about that? How -- before we get into the details, just the enthusiasm you have for the edge AI opportunity and what it means to you? Fermi WangCo-Founder, President, CEO & Executive Chairman Right. So in fact, that edge AI really developed fast, although data center take all of the investment and focus for AI side, but edge AI definitely really developed very quickly and very nicely for us. First of all, everybody talk about robot today, which is a portion of the physical AI we talk about. We all believe that's going to be a huge market down the road. But today, most of the volume that we are focusing on is still from the enterprise security to the portable video to the drones, those we talk about a lot. But at this earnings call, we talk another thing, which is very important for edge AI is really we believe. In the