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Ambarella 28th Annual Needham Growth Conference Virtual summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual Needham Growth Conference Virtual summary13 Jan, 2026
Company transformation and AI product evolution
Transitioned from video processors for consumer applications to AI SoCs for edge and infrastructure markets over the past decade.
Developed three generations of proprietary AI accelerators, with the latest focusing on transformer-based models and supporting advanced GenAI applications.
Edge AI now accounts for approximately 80% of annual revenue, with over 40 million AI SoCs shipped and more than $1.3 billion invested in AI R&D.
ASPs for new chips range from $20 to $400, up from $15 to $75 for previous generations, with edge infrastructure products like N1-665 featuring three-digit ASPs.
AI is now embedded in all new products, with a differentiated "AI Algorithm First" approach for efficiency and scalability.
Product and technology highlights
Announced CV7 chip with 2-2.5x AI performance and lower power than previous generation, and introduced the first 4nm and 2nm AI SoCs.
Third-generation chips support models from 500 million to 100 billion parameters, with low-end chips running 2 billion-parameter models at 2W.
Demonstrated 31 new edge AI applications at CES 2026, showcasing the open Cooper Developer Platform and expanding Developer Zone.
Continued investment in advanced nodes (down to 2nm) to improve performance per watt and enable new applications.
Platform enables high programmability and flexibility, supporting a wide range of customer applications and markets.
Market opportunities and applications
Transformer-based chips open new markets in robotics, autonomous vehicles, drones, and edge infrastructure.
GenAI applications demonstrated in retail and hospitality, enabling advanced analytics and marketing data collection from existing security cameras.
IoT business diversifying, with security now less than 50% of segment revenue; growth in drones, wearables, and portable video.
Edge infrastructure products aggregate multiple endpoints, upgrading legacy devices with AI capabilities.
AI is expanding use cases in enterprise security, smart home, automotive, robotics, and edge infrastructure.
Impact of new 2nm semi-custom ASIC model?
GenAI customer project pipeline and traction?
Mitigate China dual supply chain risks?
New custom ASIC model: Scaling potential
IoT diversification: Key growth drivers
Transformer AI: When will revenue significantly ramp?
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Latest summaries
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- QBY
Profitability returns in 2025, driven by sector focus, AI, and international expansion. - NAZARA
EBITDA and margins rose on IP focus, but regulatory changes led to major impairment losses. - HAPPYFORGE
Stable to growing financials, strong margins, and disciplined IPO fund use with no audit concerns. - RBA
Q3 revenue rose 16.5% in India; Inspira Global to acquire a controlling stake and infuse capital. - 6674
Profits and dividends revised upward on strong battery sales and improved margins. - BOROUGE
$1.1B net profit, 37% EBITDA margin, record sales, and major restructuring drive future growth. - 8059
Record Q3 profits and strong segment growth support an upwardly revised full-year outlook. - 7011
Strong order intake and profit growth drive upward revision of FY2025 forecasts and reflect key divestiture impact. - 9101
Profits fell across most segments, but energy shipping and a major acquisition stood out. - 4626
Double-digit sales and profit growth, revised forecasts, and a stock split impact.
Next Ambarella earnings date
Q4 202624 Feb, 2026
Ambarella
Next Ambarella earnings date
Q4 202624 Feb, 2026
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Frequently asked questions
Ambarella, Inc. develops semiconductor processing solutions for video that enable high-definition (HD), video capture, sharing, and display worldwide. The company's system-on-a-chip designs integrated HD video processing, image processing, computer vision functionality, audio encoding and decoding, and system functions onto a single chip for delivering video and image quality, differentiated functionality, and low power consumption. It offers H Series solutions for IP security cameras; S Series solutions for sports cameras; A Series solutions for automotive cameras; and CV flow processors to address AI computing initiation from the Edge of the cloud. The company has a collaboration with Baidu Research to support car maker demand for next-generation ADAS and autonomous driving platforms.
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