Ambarella Inc (NAS:AMBA)
$ 45.85 -0.45 (-0.97%) Market Cap: 1.88 Bil Enterprise Value: 1.66 Bil PE Ratio: 0 PB Ratio: 3.32 GF Score: 77/100
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Ambarella Inc at UBS Global TMT Conference (Virtual) Transcript

Dec 08, 2020 / 12:30PM GMT
Release Date Price: $89.49 (-1.11%)
Nicolas Gaudois
UBS Investment Bank, Research Division - MD, Head of APAC Technology Research and APAC Technology Strategist

Good morning, and welcome, everybody, to UBS TMT Conference. We are very happy to start this morning with Ambarella, a very interesting company, focusing increasingly on computer vision.

With us today Fermi Wang, CEO and Founder of the company; Casey Eichler, CFO; and Louis Gerhardy, Head of Corporate Development. And I'm here today with Tim Arcuri, Head of U.S. Summit Research for UBS. And I'm Nick Gaudois, I'm with the APAC tech research team for UBS.

With that and with no further ado, let's kick off.

Questions & Answers

Nicolas Gaudois;Feng<
UBS Investment Bank, Research Division - MD, Head of APAC Technology Research and APAC Technology Strategist

So Fermi, over the past few years, you have invested a lot into computer vision with a CVflow architecture. What are the key building blocks? And how do you manage to achieve differentiation notably behind from an architectural perspective?

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