Ambarella Management

Management criteria checks 3/4

Ambarella's CEO is Fermi Wang, appointed in Jan 2004, has a tenure of 20.83 years. total yearly compensation is $5.81M, comprised of 9.7% salary and 90.3% bonuses, including company stock and options. directly owns 1.84% of the company’s shares, worth $48.32M. The average tenure of the management team and the board of directors is 10.4 years and 11.5 years respectively.

Key information

Fermi Wang

Chief executive officer

US$5.8m

Total compensation

CEO salary percentage	9.7%
CEO tenure	20.8yrs
CEO ownership	1.8%
Management average tenure	10.4yrs
Board average tenure	11.5yrs

Recent management updates

Recent updates

CEO Compensation Analysis

How has Fermi Wang's remuneration changed compared to Ambarella's earnings?
Date	Total Compensation	Salary	Company Earnings
Jul 31 2024	n/a	n/a	-US$175m
Apr 30 2024	n/a	n/a	-US$171m
Jan 31 2024	US$6m	US$561k	-US$169m
Oct 31 2023	n/a	n/a	-US$120m
Jul 31 2023	n/a	n/a	-US$98m
Apr 30 2023	n/a	n/a	-US$90m
Jan 31 2023	US$6m	US$561k	-US$65m
Oct 31 2022	n/a	n/a	-US$63m
Jul 31 2022	n/a	n/a	-US$43m
Apr 30 2022	n/a	n/a	-US$26m
Jan 31 2022	n/a	n/a	-US$26m
Oct 31 2021	n/a	n/a	-US$30m
Jul 31 2021	n/a	n/a	-US$48m
Apr 30 2021	n/a	n/a	-US$55m
Jan 31 2021	US$6m	US$379k	-US$60m
Oct 31 2020	n/a	n/a	-US$60m
Jul 31 2020	n/a	n/a	-US$48m
Apr 30 2020	n/a	n/a	-US$43m
Jan 31 2020	US$5m	US$368k	-US$45m
Oct 31 2019	n/a	n/a	-US$36m
Jul 31 2019	n/a	n/a	-US$41m
Apr 30 2019	n/a	n/a	-US$38m
Jan 31 2019	US$4m	US$357k	-US$30m
Oct 31 2018	n/a	n/a	-US$25m
Jul 31 2018	n/a	n/a	-US$4m
Apr 30 2018	n/a	n/a	US$6m
Jan 31 2018	US$5m	US$340k	US$19m

Compensation vs Market: Fermi's total compensation ($USD5.81M) is above average for companies of similar size in the UK market ($USD2.69M).

Compensation vs Earnings: Fermi's compensation has been consistent with company performance over the past year.

CEO

Fermi Wang (60 yo)

20.8yrs

Tenure

US$5,808,060

Compensation

Dr. Feng-Ming Wang, also known as Fermi, PhD., Co-founded Ambarella, Inc in January 2004 and has been its Executive Chairman, Chief Executive Officer and President since January 2004. Prior to co-founding...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Feng-Ming Wang	Co-Founder	20.8yrs	US$5.81m	1.84% $ 48.3m
Leslie Kohn	Co-Founder	20.8yrs	US$3.16m	2.33% $ 61.2m
Chan Lee	Chief Operating Officer	3.2yrs	US$2.93m	0.29% $ 7.7m
Chi-Hong Ju	Senior VP of Systems & GM of Asia Design Centers	3.2yrs	US$2.17m	0.42% $ 11.0m
Didier LeGall	Co-Founder	20.4yrs	no data	no data
John Young	Chief Financial Officer	less than a year	US$2.01m	0.25% $ 6.6m
Michael Morehead	General Counsel & Secretary	14.8yrs	no data	no data
Christopher Day	Vice President of Marketing & Business Development	14.7yrs	US$1.25m	0.045% $ 1.2m
Louis Gerhardy	Vice President of Corporate Development	no data	no data	no data
Amee Orozco-Guiriba	Vice President of Human Resources	4.8yrs	no data	no data
George Laplante	Non-Financial Consultant	6.2yrs	US$359.32k	no data

10.4yrs

Average Tenure

62.5yo

Average Age

Experienced Management: 0YU1's management team is seasoned and experienced (10.4 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Feng-Ming Wang	Co-Founder	20.8yrs	US$5.81m	1.84% $ 48.3m
Leslie Kohn	Co-Founder	20.8yrs	US$3.16m	2.33% $ 61.2m
Christopher Paisley	Independent Director	12.3yrs	US$270.00k	0.094% $ 2.5m
Chenming C. Hu	Independent Director	13yrs	US$262.50k	0.055% $ 1.5m
Anne De Greef-Safft	Independent Director	2.8yrs	US$257.50k	0.016% $ 419.6k
David Jeffrey Richardson	Independent Director	10.7yrs	US$275.00k	0.052% $ 1.4m
Hsiao-Wuen Hon	Independent Director	7.3yrs	US$252.50k	0.059% $ 1.6m
Elizabeth Schwarting	Independent Director	4.4yrs	US$260.00k	0.012% $ 304.1k

11.5yrs

Average Tenure

61yo

Average Age

Experienced Board: 0YU1's board of directors are seasoned and experienced ( 11.5 years average tenure).

Ambarella Management

Management criteria checks 3/4

Key information

Recent management updates

Insider recently sold US$317k worth of stock

Insider recently sold US$239k worth of stock

Ambarella, Inc., Annual General Meeting, Jun 12, 2024

Insider recently sold US$348k worth of stock

Insufficient new directors

Chief Financial Officer recently sold US$280k worth of stock

Recent updates

Ambarella, Inc. to Report Q3, 2025 Results on Nov 26, 2024

Second quarter 2025 earnings released: US$0.85 loss per share (vs US$0.79 loss in 2Q 2024)

Ambarella, Inc. Provides Financial Guidance for the Third Quarter of Fiscal Year 2025, Ending October 31, 2024

Ambarella, Inc. to Report Q2, 2025 Results on Aug 27, 2024

Insider recently sold US$317k worth of stock

Insider recently sold US$239k worth of stock

First quarter 2025 earnings released: US$0.93 loss per share (vs US$0.91 loss in 1Q 2024)

New minor risk - Share price stability

Ambarella, Inc. Provides Earnings Guidance for the Second Quarter Ending July 31, 2024

Ambarella’S Next-Gen AI Socs for Fleet Dash Cams and Vehicle Gateways Enable Vision Language Models and Transformer Networks Without Fan Cooling

Ambarella, Inc. to Report Q1, 2025 Results on May 30, 2024

Ambarella, Inc., Annual General Meeting, Jun 12, 2024

Ambarella, Inc. Announces Latest 5nm AI SoC Family Run Vision-Language Models and AI-Based Image Processing with Industry's Lowest Power Consumption

Full year 2024 earnings released: US$4.25 loss per share (vs US$1.70 loss in FY 2023)

Ambarella, Inc. Provides Revenue Guidance for the First Quarter of Fiscal Year 2025, Ending April 30, 2024

Full year 2024 earnings released: US$4.25 loss per share (vs US$1.70 loss in FY 2023)

New major risk - Revenue and earnings growth

Ambarella, Inc. to Report Q4, 2024 Results on Feb 27, 2024

Now 22% undervalued

Ambarella, Inc Announces During CES the Latest Additions to Its CV3-AD Family of Automotive Ai Domain Controllers, The CV3-AD635 and Cv3-AD655 Systems-On-Chip

Now 20% undervalued

Third quarter 2024 earnings released: US$1.04 loss per share (vs US$0.51 loss in 3Q 2023)

Ambarella, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year 2024, Ending January 31, 2024

Ambarella, Inc. to Report Q3, 2024 Results on Nov 30, 2023

Now 21% undervalued after recent price drop

Second quarter 2024 earnings released: US$0.79 loss per share (vs US$0.62 loss in 2Q 2023)

Ambarella, Inc. Provides Revenue Guidance for the Third Quarter Ending October 31, 2023

Ambarella, Inc. to Report Q2, 2024 Results on Aug 29, 2023

Insider recently sold US$348k worth of stock

Insufficient new directors

Chief Financial Officer recently sold US$280k worth of stock

Insider recently sold US$261k worth of stock

Insider recently sold US$690k worth of stock

Ambarella, Inc. Provides Revenue Guidance for the Fiscal Second Quarter Ending July 31, 2023

First quarter 2024 earnings released: US$0.91 loss per share (vs US$0.29 loss in 1Q 2023)

Ambarella, Inc. to Report Q1, 2024 Results on May 30, 2023

Insider recently sold US$254k worth of stock

Chief Financial Officer recently sold US$101k worth of stock

Full year 2023 earnings released: US$1.70 loss per share (vs US$0.72 loss in FY 2022)

Ambarella, Inc. to Report Q4, 2023 Results on Feb 28, 2023

Ambarella, Inc. Announces Introduction of the CV3-AD685

Insider recently sold US$212k worth of stock

Ambarella Unveils First Centrally Processed 4D Imaging Radar Architecture for Autonomous Mobility Systems

Ambarella, Inc. provides Earnings Guidance for the Fourth Quarter of Fiscal Year Ending January 31, 2023

Third quarter 2023 earnings released: US$0.51 loss per share (vs US$0.021 profit in 3Q 2022)

Ambarella, Inc. Provids Earnings Guidance for the Fourth Quarter of Fiscal Year Ending January 31, 2023

Ambarella, Inc. to Report Q3, 2023 Results on Dec 01, 2022

Co-Founder recently sold US$364k worth of stock

Second quarter 2023 earnings released: US$0.62 loss per share (vs US$0.20 loss in 2Q 2022)

Ambarella, Inc. Provides Earnings Guidance for the Third Quarter of Fiscal Year 2023, Ending October 31, 2022

Ambarella, Inc. to Report Q2, 2023 Results on Aug 30, 2022

First quarter 2023 earnings released: US$0.29 loss per share (vs US$0.30 loss in 1Q 2022)

Ambarella, Inc. to Report Q1, 2023 Results on May 31, 2022

Teresa Meng Announces Not to Stand for Re-Election as Director of Ambarella, Inc

Full year 2022 earnings released: US$0.72 loss per share (vs US$1.72 loss in FY 2021)

Insider recently sold US$834k worth of stock

Ambarella, Inc. Appoints Brian C. White as CFO

Insider recently sold US$1.4m worth of stock

Forecast breakeven date pushed back to 2025

Ambarella, Inc. Announces Revenue Guidance First Quarter of Fiscal Year 2023

Now 34% undervalued after recent price drop

Ambarella, Inc. to Report Q4, 2022 Final Results on Feb 28, 2022

Ambarella, Inc. Appoints Anne De Greef-Safft as an Independent Director to the Board and Member of the Board’s Corporate Governance and Nominating Committee

Ambarella, Inc. Announces Breakthrough AI-Based Image Signal Processing

Independent Director recently sold US$159k worth of stock

Insider recently sold US$688k worth of stock

Ambarella, Inc. Provides Earnings Guidance for the Fourth Quarter Ending January 31, 2022

Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beat

Insufficient new directors