Company Quick10K Filing
Ambarella
Closing Price ($) Shares Out (MM) Market Cap ($MM)
$0.00 33 $2,137
10-Q 2019-12-06 Quarter: 2019-10-31
10-Q 2019-09-06 Quarter: 2019-07-31
10-Q 2019-06-07 Quarter: 2019-04-30
10-K 2019-03-29 Annual: 2019-01-31
10-Q 2018-12-07 Quarter: 2018-10-31
10-Q 2018-09-07 Quarter: 2018-07-31
10-Q 2018-06-08 Quarter: 2018-04-30
10-K 2018-03-30 Annual: 2018-01-31
10-Q 2017-12-08 Quarter: 2017-10-31
10-Q 2017-09-08 Quarter: 2017-07-31
10-Q 2017-06-08 Quarter: 2017-04-30
10-K 2017-03-30 Annual: 2017-01-31
10-Q 2016-12-09 Quarter: 2016-10-31
10-Q 2016-09-08 Quarter: 2016-07-31
10-Q 2016-06-08 Quarter: 2016-04-30
10-K 2016-03-25 Annual: 2016-01-31
10-Q 2015-12-09 Quarter: 2015-10-31
10-Q 2015-09-08 Quarter: 2015-07-31
10-Q 2015-06-08 Quarter: 2015-04-30
10-K 2015-03-30 Annual: 2015-01-31
10-Q 2014-12-09 Quarter: 2014-10-31
10-Q 2014-09-08 Quarter: 2014-07-31
10-Q 2014-06-06 Quarter: 2014-04-30
10-K 2014-04-04 Annual: 2014-01-31
10-Q 2013-12-12 Quarter: 2013-10-31
10-Q 2013-09-13 Quarter: 2013-07-31
10-Q 2013-06-12 Quarter: 2013-04-30
10-K 2013-04-04 Annual: 2013-01-31
10-Q 2012-12-17 Quarter: 2012-10-31
8-K 2020-03-03 Earnings, Exhibits
8-K 2019-11-25 Earnings, Exhibits
8-K 2019-10-15 Other Events
8-K 2019-08-29 Earnings, Exhibits
8-K 2019-08-08 Enter Agreement
8-K 2019-06-06 Shareholder Vote
8-K 2019-06-04 Earnings, Exhibits
8-K 2019-03-05 Earnings, Exhibits
8-K 2019-02-28 Officers
8-K 2018-11-29 Earnings, Exhibits
8-K 2018-10-15 Officers
8-K 2018-08-30 Earnings, Exhibits
8-K 2018-08-06 Officers
8-K 2018-06-05 Earnings, Exhibits
8-K 2018-06-04 Officers, Shareholder Vote, Other Events
8-K 2018-04-18 Officers
8-K 2018-03-01 Earnings, Exhibits

Ambarella Financials

AMBA Metrics, Comps, Filings

Annual | Quarterly

Business

We are a leading developer of semiconductor processing solutions for video that enable high-definition, or HD, video capture, analysis, sharing and display. A device that captures video includes four primary components: a lens, an image sensor, a video processor and storage memory. The video processor is the most complex of these four primary components as it converts raw video input into a format that can be stored and distributed efficiently and, in some cases, analyzes the video data to automate processes and make intelligent decisions. We combine our processor design capabilities with our expertise in video and image processing, computer vision algorithms and software development to provide a technology platform that is designed to be easily scalable across multiple applications in a variety of markets and enable rapid and efficient product development for our customers. Our system-on-a-chip, or SoC, designs fully integrate HD video processing, image processing, computer vision functionality, audio processing, and system functions onto a single chip, delivering exceptional video and image quality at high compression rates, differentiated functionality and low power consumption.

The flexibility of our technology platform enables us to deliver our solutions for numerous applications in multiple markets. We initially focused our technology platform on the broadcast infrastructure market, where we were able to differentiate our solutions for broadcast customers based on high performance, low power consumption, transmission and storage efficiency and small form factor. Leveraging these same capabilities, we then designed high-performance solutions for the camera market. As a result of the advantages of our solutions, we became a leading provider of video processing solutions for cameras that capture both HD video and high-resolution still images simultaneously, such as camcorders, pocket video cameras, wearable cameras and IP security cameras.

Over the last several years, we have been expanding our development efforts on computer vision technology that complements our image processing and video compression technology. We believe that enhanced computer vision functionality is critical both to our current video markets, such as IP security cameras, as well as future markets such as automotive OEM cameras for advanced driving assistance systems, or ADAS, autonomous vehicles, and in the future, robotic applications. Our development efforts focused on creating advanced computer vision algorithms and high-performance, low-power hardware platforms to enhance processing acceleration, which we refer to as our CVflow architecture. The CVflow architecture supports a variety of computer vision algorithms, including stereo obstacle detection and terrain mapping technology, and allows customers to differentiate their products by porting their own algorithms and neural networks to our CVflow-based chips. In 2017, we introduced our first computer vision semiconductor chip, the CV1 SoC. In 2018, we introduced three new computer vision based SoCs to enable our customers to develop intelligent camera systems for a variety of markets at different feature levels.


Valuation ($BB)

Market Cap, Enterprise Value

Balance Sheet ($BB)

Assets, Stockholders' Equity

Income Statement ($BB Annual)

Revenue, Gross Profit, Net Income

Cash Flow ($BB Annual)

Operating, Investing, Financing

Comps ($MM TTM) Market Cap Gross Margin EV/EBITDA Ret on Assets Assets Liabilities Revenue G Profit Net Income EBITDA EV
SolarEdge Technologies (SEDG) 3,049 32% 19.8 9% 1,222 542 1,097 354 111 145 2,873
Finisar (FNSR) 2,740 28% 23.9 -2% 2,395 781 1,248 353 -43 78 1,857
Cirrus Logic (CRUS) 2,486 51% 12.6 7% 1,470 353 1,169 595 99 181 2,288
Enphase Energy (ENPH) 2,458 33% 66.8 2% 482 364 405 132 11 35 2,355
Inphi (IPHI) 2,269 57% 64.6 -10% 890 547 333 190 -88 41 2,627
Power Integrations (POWI) 2,158 51% 23.9 9% 620 77 395 202 58 86 2,058
Ambarella (AMBA) 2,137 59% -68.3 -8% 490 62 212 126 -41 -28 1,914
OSI Systems (OSIS) 2,116 36% 14.7 5% 1,265 713 1,182 431 65 155 2,279
Lattice Semiconductor (LSCC) 2,046 43% 30.4 3% 617 321 398 172 16 70 2,115
O2Micro (OIIM) 1,970 0% 89 10 0 0 0 0 1,937
Acacia Communications (ACIA) 1,895 46% 69.2 3% 669 139 429 199 22 27 1,849
Diodes (DIOD) 1,770 37% 8.7 8% 1,614 563 1,260 464 129 176 1,533
Amkor Technology (AMKR) 1,768 16% 3.3 1% 4,309 2,478 4,016 627 55 756 2,527
SunPower (SPWR) 1,695 1% 166.3 -6% 1,939 2,036 1,670 21 -123 10 1,598
MaxLinear (MXL) 1,663 53% 27.8 -3% 729 318 340 179 -21 66 1,838
Jinkosolar Holding (JKS) 1,561 0% 35,853 27,399 0 0 0 0 220
Kulicke & Soffa (KLIC) 1,484 47% 12.0 3% 1,113 325 585 275 35 91 1,088
Tower Semiconductor (TSEM) 1,427 0% 1,790 554 0 0 0 0 1,042
Synaptics (SYNA) 1,351 34% 35.2 -2% 1,410 752 1,472 497 -23 29 1,024
Rambus (RMBS) 1,345 90% -50.8 -13% 1,312 339 235 211 -170 -27 1,375

Balance Sheet ($MM)2013-01-312014-01-312015-01-312016-01-312017-01-312018-01-312019-01-31
Cash000000194
Accounts Receivable20194039393126
Inventory9102218202318
PP&E3833567
Assets139183284411512547467
Accounts Payable782114202013
Long-Term Debt
Liabilities26274761586447
Stockholders' Equity112156237349455482419
Income Statement ($MM)2013-01-312014-01-312015-01-312016-01-312017-01-312018-01-312019-01-31
Revenue121158218316310295228
Cost of Revenue40587911110510890
Gross Profit81100139205205188138
R&D43495883101116128
SG&A18232938434850
Tax221227-4
Net Income182651775819-30
Cash Flow ($MM)2013-01-312014-01-312015-01-312016-01-312017-01-312018-01-312019-01-31
Cash Operating1134521241138524
Cash Investing-1-2-40-35-46-10-79
Cash Financing3210159-13-52-98