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Q3: 2025-11-25 Earnings Summary
EPS of $0.27 beats by $0.06
| Revenue of $108.45M (31.21% Y/Y) beats by $3.98M
Ambarella, Inc. (AMBA) UBS Global Technology and AI Conference 2025 December 2, 2025 6:55 PM EST
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 investors think about Ambarella today? Is it an IoT edge AI company? Or is it more auto-centric once CV3 reaches scale?
Fermi Wang
Co-Founder, President, CEO & Executive Chairman
Well, the way I think about this is Ambarella is an edge AI company, which include automotive. If you look at edge AI, how it defined, my definition of edge AI is very simple, that you — for any AI application, you don’t require connected cloud. Majority of AI is running on the edge on some device. That’s edge AI for me. By that definition, autonomous driving use edge AI device. So the way I look at it, Ambarella is focusing, investing on the edge AI market, including autonomous driving, autonomous drone, robots and any other system that require automation.
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