Ambarella, Inc. (AMBA) Presents at Citi's 2026 Global TMT Conference Transcript

Citi's 2026 Global TMT Conference September 9, 2026 1:55 PM EDT Company Participants Fermi Wang - Co-Founder, President, CEO & Executive Chairman Conference Call Participants Wei Chia - Citigroup Inc., Research Division Presentation Wei Chia Citigroup Inc., Research Division Welcome to Day 2 of Citi TMT Conference. My name is Kelsey, one of the analyst here at Citi covering U.S. semis. We are very excited here today to have Fermi Wang, CEO of Ambarella, here with us to discuss more about the company and to share the outlook. Question-and-Answer Session Wei Chia Citigroup Inc., Research Division Perhaps to level set, Fermi, could you give us an overview of the company's heritage portfolio and also what opportunities you are the most excited here today? Fermi Wang Co-Founder, President, CEO & Executive Chairman Right. Thank you, Kelsey. And first of all, thank you for joining us today. Ambarella is a fabless semiconductor company started in 2004. And throughout the years, we have been starting -- focusing on digital video application now in the last 10 years, really focused on building solutions for edge AI processing. Basically, what we are saying is that we're building a SoC that integrates not only just an inference engine, but also image processing pipeline, CPUs and peripheral so that we can become the SoC for the whole system. And there are so many different verticals we are targeting at. Anything related to the edge device, which require AI inference, we are basically in there. The biggest markets like enterprise security to the portable video, to the telematics for automotive. And now we are talking about robotic application. In the latest earnings call, we talked about how to penetrate edge infrastructure with new partners like Capgemini and Macnica. So basically, we are really focusing on