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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Ambarella (AMBA) investor relations material
Ambarella 53rd Annual Nasdaq Investor Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.53rd Annual Nasdaq Investor Conference summary9 Dec, 2025
Strategic focus and technology direction
Edge AI now represents 80% of revenue, with a unified hardware-software platform targeting diverse markets such as automotive, IoT, enterprise security, drones, and edge infrastructure.
Investment continues in enabling more edge AI applications, especially video plus AI with low power consumption, as the core of future growth.
Software is a key differentiator, with a 1:6 hardware-to-software engineering ratio and a focus on flexible SDKs to ease customer migration from competing platforms.
The company is opening its software stack as a white box, licensing model to address OEM needs and accelerate adoption in autonomous driving.
Market trends and new opportunities
Automotive remains 21% of revenue, with growth in AI telematics and driver monitoring, while autonomous driving faces industry-wide delays and fewer RFQs.
Drones and edge infrastructure are rapidly growing markets, leveraging the same platform; the US drone market is expanding due to regulatory changes.
Edge infrastructure aggregates multiple camera feeds and enables AI upgrades for legacy devices, representing a large opportunity in security and retail.
Robotics, including mobile robots and AMRs, are seen as extensions of autonomous driving technology, with plans to support a broad developer ecosystem.
Competitive positioning and business model
Power efficiency is a core advantage, especially for on-prem edge servers and devices where cooling and power supply are limited.
Willingness to trade some gross margin for higher revenue and leverage, especially with large-volume customers in consumer and drone markets.
Focus on quality and scalability to compete with dominant players, particularly in the drone market, while recognizing the need to coexist with established leaders.
Edge AI is viewed as a future growth area, potentially as significant as cloud AI within a decade, driven by privacy, latency, and new application requirements.
How to accelerate AD software stack adoption?
Edge infrastructure: GPU competition or new niche?
What are key applications for edge reasoning models?
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Next Ambarella earnings date
CES 2026 Product & Technology Briefing7 Jan, 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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