Ambarella (AMBA)

Company Profile

Ambarella, Inc. manufactures high definition video compression and image processing semiconductors. The Company products used in digital still cameras, camcorders, and video-enabled mobile phones.

Company profile

Ticker

AMBA

Exchange

NASDAQ

Website

www.ambarella.com

CEO

Feng-Ming Wang

Location

California

Fiscal year end

Jan 31

Sector

Manufacturing > Semiconductor and Related Device Manufacturing

Industry (SIC)

Semiconductors & Related Devices

Intel • Broadcom • Texas Instruments • Micron Technology • Applied Materials • Marvell Technology • ST Microelectronics - New York Shares • NXP Semiconductors • NVIDIA • First Solar ...

SEC CIK

0001280263

Corporate docs

Articles of Incorporation & Bylaws

Underwriting Agreements

Plans of Reorganization

Indentures

Material Contracts & Credit Agreements

Subsidiaries Lists

Subsidiaries

Ambarella Corporation • Ambarella International Limited • Ambarella International LP • Ambarella Limited • Ambarella Shanghai Co., Ltd. • Ambarella Taiwan Ltd. • Spondias Corporation • VisLab S.r.l. ...

AMBA stock data

1M 1Y 5Y

Analyst ratings and price targets

Last 3 months

Average target

$106.21

Low target

$95.00

High target

$120.00

Latest filings (excl ownership)

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Departure of Directors or Certain Officers

2 Mar 23

8-K

Ambarella, Inc. Announces Fourth Quarter and Fiscal Year 2023 Financial Results

9 Dec 22

Ambarella, Inc. Announces Third Quarter Fiscal Year 2023 Financial Results

1 Dec 22

CORRESP

Correspondence with SEC

8 Sep 22

Transcripts

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AMBA

Earnings call transcript

2023 Q4

28 Feb 23

AMBA

Earnings call transcript

2023 Q3

2 Dec 22

AMBA

Earnings call transcript

2023 Q2

31 Aug 22

AMBA

Earnings call transcript

2023 Q1

1 Jun 22

AMBA

Earnings call transcript

2022 Q4

1 Mar 22

AMBA

Earnings call transcript

2022 Q3

1 Dec 21

AMBA

Earnings call transcript

2022 Q2

1 Sep 21

AMBA

Earnings call transcript

2022 Q1

2 Jun 21

AMBA

Earnings call transcript

2021 Q4

3 Mar 21

AMBA

Earnings call transcript

2021 Q3

24 Nov 20

Latest ownership filings

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Elizabeth M Schwarting

17 Mar 23

Hsiao-Wuen Hon

17 Mar 23

Financial summary

Financial statements Chart AMBA financial data

Quarter (USD)	Oct 22	Jul 22	Apr 22	Jan 22
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Annual (USD)	Jan 22	Jan 21	Jan 20	Jan 19
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS

Cash burn rate (est.)	Burn method: Change in cash		Burn method: Operating income		Burn method: FCF (opex + capex)
	Last Q	Avg 4Q	Last Q	Avg 4Q	Last Q	Avg 4Q
Cash on hand (at last report)	112.84 mm	112.84 mm	112.84 mm	112.84 mm	112.84 mm	112.84 mm
Cash burn (monthly)	27.37 mm	28.74 mm	6.71 mm	5.28 mm	(no burn)	(no burn)
Cash used (since last report)	134.07 mm	140.80 mm	32.87 mm	25.88 mm	n/a	n/a
Cash remaining	-21.22 mm	-27.95 mm	79.98 mm	86.97 mm	n/a	n/a
Runway (months of cash)	-0.8	-1.0	11.9	16.5	n/a	n/a

Beta Read what these cash burn values mean

Financial data from Ambarella earnings reports.

Institutional ownership, Q4 2022

AMBA institutional ownership history Ownership history

80.9% owned by funds/institutions

13F holders	Current	Prev Q	Change
Total holders	260	236	+10.2%
Opened positions	56	24	+133.3%
Closed positions	32	50	-36.0%
Increased positions	79	87	-9.2%
Reduced positions	88	83	+6.0%

13F shares	Current	Prev Q	Change
Total value	2.53 tn	4.44 bn	+56934.4%
Total shares	31.37 mm	28.75 mm	+9.1%
Total puts	924.40 k	653.50 k	+41.5%
Total calls	1.98 mm	1.10 mm	+80.1%
Total put/call ratio	0.5	0.6	-21.5%

Largest owners	Shares	Value	Change
Vanguard	3.60 mm	$295.70 bn	+2.4%
BLK Blackrock	3.46 mm	$284.39 bn	-5.8%
MCQEF Macquarie	1.82 mm	$149.62 bn	+12.5%
William Blair Investment Management	1.39 mm	$114.12 bn	NEW
STT State Street	1.27 mm	$104.68 bn	NEW
Millennium Management	1.26 mm	$104.09 bn	+26.3%
Geode Capital Management	688.13 k	$56.70 bn	+3.5%
Credit Suisse	683.74 k	$56.22 bn	+0.1%
Baillie Gifford & Co	644.48 k	$53.00 bn	+9.1%
Dimensional Fund Advisors	606.09 k	$49.94 bn	+3.6%

Largest transactions	Shares	Bought/sold	Change
William Blair Investment Management	1.39 mm	+1.39 mm	NEW
STT State Street	1.27 mm	+1.27 mm	NEW
Point72 Asset Management	557.25 k	-736.35 k	-56.9%
Scopia Capital Management	513.60 k	+513.60 k	NEW
Dorsal Capital Management	360.00 k	+360.00 k	NEW
Eaton Vance Management	0.00	-352.86 k	EXIT
Norges Bank	341.08 k	+341.08 k	NEW
Renaissance Technologies	0.00	-318.48 k	EXIT
Manufacturers Life Insurance Company, The	331.17 k	+316.66 k	+2183.6%
Citadel Advisors	222.25 k	-292.44 k	-56.8%

Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Recent insider trades

AMBA insider ownership history Insider history

Date	Owner	Security	Transaction	Code	Indirect	10b5-1	#Shares	#Remaining
15 Mar 23	Hu Chenming	Ordinary Shares	Option exercise	Acquire M	No	No	779	18,867
15 Mar 23	Hu Chenming	RSU Ordinary Shares	Option exercise	Dispose M	No	No	779	1,559
15 Mar 23	Chen Yun-Lung	Ordinary Shares	Option exercise	Acquire M	No	No	7,344	53,685
15 Mar 23	Chen Yun-Lung	RSU Ordinary Shares	Option exercise	Dispose M	No	No	380	3,034
15 Mar 23	Chen Yun-Lung	RSU Ordinary Shares	Option exercise	Dispose M	No	No	294	1,174
15 Mar 23	Chen Yun-Lung	RSU Ordinary Shares	Option exercise	Dispose M	No	No	712	0
15 Mar 23	Chen Yun-Lung	Performance Stock Units Ordinary Shares	Option exercise	Dispose M	No	No	8,538	0
15 Mar 23	Greef-Safft Anne De	Ordinary Shares	Option exercise	Acquire M	No	No	779	2,621
15 Mar 23	Greef-Safft Anne De	RSU Ordinary Shares	Option exercise	Dispose M	No	No	779	1,559
15 Mar 23	Hon Hsiao-Wuen	Ordinary Shares	Option exercise	Acquire M	No	No	779	20,504