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Q3: 2025-11-25 Earnings Abstract
EPS of $0.27 beats by $0.06
| Income of $108.45M (31.21% Y/Y) beats by $3.98M
Ambarella, Inc. (AMBA) UBS International Know-how and AI Convention 2025 December 2, 2025 6:55 PM EST
Firm Contributors
Fermi Wang – Co-Founder, President, CEO & Govt Chairman
Presentation
Unknown Analyst
Good afternoon, everyone. For one of many final periods of the day, we’ve got right here with us Fermi Wang, the Chief Govt Officer of Ambarella, Inc. Fermi, thanks a lot for being right here.
Fermi Wang
Co-Founder, President, CEO & Govt Chairman
Sure. Thanks for inviting me right here.
Unknown Analyst
Nice. So I’ve obtained just a few questions of my very own, but when anyone within the viewers has questions, there’s going to be a QR code up on the screens in addition to me, and people will present up right here, so I can ask these on the finish of the session.
Query-and-Reply Session
Unknown Analyst
Okay. So to get began with, you guys have kind of remodeled the enterprise and IoT is now driving nearly all of your income, and it is form of clearly overtaken the auto finish market. However however, your 2030 addressable finish market estimates are extra auto than IoT. So how ought to traders take into consideration Ambarella right this moment? Is it an IoT edge AI firm? Or is it extra auto-centric as soon as CV3 reaches scale?
Fermi Wang
Co-Founder, President, CEO & Govt Chairman
Properly, the best way I take into consideration that is Ambarella is an edge AI firm, which embrace automotive. For those who have a look at edge AI, the way it outlined, my definition of edge AI may be very easy, that you simply — for any AI utility, you do not require linked cloud. Majority of AI is working on the sting on some machine. That is edge AI for me. By that definition, autonomous driving use edge AI machine. So the best way I have a look at it, Ambarella is focusing, investing on the sting AI market, together with autonomous driving, autonomous drone, robots and some other system that require automation.
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