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 Morgan Stanley Technology, Media, and Telecom Conference (Virtual) Transcript

Mar 10, 2022 / 07:30PM GMT
Release Date Price: $88.32 (-3.00%)
Joseph Lawrence Moore
Morgan Stanley, Research Division - Executive Director

Hi. Good morning. Welcome back. I'm Joe Moore, Morgan Stanley semiconductor team. Very happy to have with us today Feng-Ming Wang, the CEO of Ambarella. Always one of the more fun conversations, whether the stock is 30 or 200, there's always so much good stuff to talk about with you guys.

Questions & Answers

Joseph Lawrence Moore
Morgan Stanley, Research Division - Executive Director

So maybe if you could just start out and talk through a little bit the transition that you guys have gone through. It's getting now to be the meat of your business, 45% of your business, computer vision, this year. But can you just talk to the transition that you've been going through and the focus -- the strategic focus you guys have?

Feng;Ming Wang
Ambarella, Inc. - Co-Founder, President, CEO & Executive Chairman

Right. So when we started this company, in fact, our Series A investors here 18 years ago, we were focusing on

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