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Ambarella, Inc. (AMBA) Presents at UBS Global Technology and AI Conference 2025 Transcript [Seeking Alpha]

Ambarella, Inc. - Ordinary Shares (AMBA) 
Last ambarella, inc. - ordinary shares earnings: 3/3 04:05 pm Check Earnings Report
US:NASDAQ Investor Relations: investor.ambarella.com/investor-relations
Company Research Source: Seeking Alpha
Company Participants Fermi Wang - Co-Founder, President, CEO & Executive Chairman Presentation Unknown Analyst Good afternoon, everybody. For one of the last sessions of the day, we have here with us Fermi Wang, the Chief Executive Officer of Ambarella, Inc. Fermi, thanks so much for being here. Fermi Wang Co-Founder, President, CEO & Executive Chairman Yes. Thank you for inviting me here. Unknown Analyst Great. So I've got a few questions of my own, but if anybody in the audience has questions, there's going to be a QR code up on the screens besides me, and those will show up here, so I can ask those at the end of the session. Question-and-Answer Session Unknown Analyst Okay. So to get started with, you guys have sort of transformed the business and IoT is now driving the majority of your revenue, and it's kind of clearly overtaken the auto end market. But on the other hand, your 2030 addressable end market estimates are more auto than IoT. So how should inve Show less Read more
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