Ambarella Management

Management criteria checks 2/4

Ambarella's CEO is Fermi Wang, appointed in Jan 2004, has a tenure of 19.83 years. total yearly compensation is $5.90M, comprised of 9.5% salary and 90.5% bonuses, including company stock and options. directly owns 1.91% of the company’s shares, worth MX$722.33M. The average tenure of the management team and the board of directors is 9.4 years and 11.3 years respectively.

Key information

Fermi Wang

Chief executive officer

US$5.9m

Total compensation

CEO salary percentage	9.5%
CEO tenure	19.8yrs
CEO ownership	1.9%
Management average tenure	9.4yrs
Board average tenure	11.3yrs

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 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
Oct 31 2017	n/a	n/a	US$36m
Jul 31 2017	n/a	n/a	US$53m
Apr 30 2017	n/a	n/a	US$59m
Jan 31 2017	US$2m	US$340k	US$58m

Compensation vs Market: Fermi's total compensation ($USD5.90M) is above average for companies of similar size in the MX market ($USD872.09K).

Compensation vs Earnings: Fermi's compensation has increased whilst the company is unprofitable.

CEO

Fermi Wang (59 yo)

19.8yrs

Tenure

US$5,904,850

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	19.8yrs	US$5.90m	1.91% $ 722.3m
Leslie Kohn	Co-Founder	19.8yrs	US$3.15m	2.36% $ 891.2m
Brian White	Chief Financial Officer	1.6yrs	US$8.32m	0.19% $ 73.3m
Chan Lee	Chief Operating Officer	2.2yrs	US$2.86m	0.26% $ 97.3m
Chi-Hong Ju	Senior VP of Systems & GM of Asia Design Centers	2.2yrs	US$2.17m	0.42% $ 160.3m
Didier LeGall	Co-Founder	19.4yrs	no data	no data
Michael Morehead	General Counsel & Secretary	13.8yrs	no data	no data
Christopher Day	Vice President of Marketing & Business Development	13.7yrs	US$1.25m	0.041% $ 15.5m
Louis Gerhardy	Vice President of Corporate Development	no data	no data	no data
Amee Orozco-Guiriba	Vice President of Human Resources	3.8yrs	no data	no data
George Laplante	Non-Financial Consultant	5.2yrs	US$359.32k	no data

9.4yrs

Average Tenure

60.5yo

Average Age

Experienced Management: AMBA N's management team is seasoned and experienced (9.4 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Feng-Ming Wang	Co-Founder	19.8yrs	US$5.90m	1.91% $ 722.3m
Leslie Kohn	Co-Founder	19.8yrs	US$3.15m	2.36% $ 891.2m
Andrew Verhalen	Lead Independent Director	19.8yrs	US$263.74k	0.23% $ 88.6m
Christopher Paisley	Independent Director	11.3yrs	US$261.99k	0.092% $ 34.7m
Chenming C. Hu	Independent Director	12yrs	US$256.74k	0.051% $ 19.3m
Anne De Greef-Safft	Independent Director	1.8yrs	US$399.69k	0.010% $ 4.0m
David Jeffrey Richardson	Independent Director	9.7yrs	US$266.99k	0.048% $ 18.2m
Hsiao-Wuen Hon	Independent Director	6.3yrs	US$246.74k	0.055% $ 20.9m
Elizabeth Schwarting	Independent Director	3.4yrs	US$251.99k	0.010% $ 3.8m

11.3yrs

Average Tenure

60yo

Average Age

Experienced Board: AMBA N's board of directors are seasoned and experienced ( 11.3 years average tenure).

Ambarella Management

Management criteria checks 2/4

Key information

Recent management updates

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

Insufficient new directors

Insufficient new directors

Insufficient new directors

Chief Financial Officer recently sold Mex$4.8m worth of stock

Insider recently sold Mex$6.2m worth of stock

Recent updates

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

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

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

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

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

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

Insufficient new directors

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

Insufficient new directors

Insufficient new directors

Chief Financial Officer recently sold Mex$4.8m worth of stock

Insider recently sold Mex$6.2m worth of stock

Insider recently sold Mex$12m 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 Mex$4.6m worth of stock

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

Ambarella, Inc. Announces Introduction of the CV3-AD685

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

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

Insider recently sold Mex$17m worth of stock

Ambarella, Inc. Appoints Brian C. White as CFO

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

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

Insufficient new directors

Insufficient new directors

Sr. Vice President of Systems recently sold Mex$2.3m worth of stock

Insufficient new directors

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

Independent Director recently sold Mex$3.3m worth of stock

Insider recently sold Mex$44m 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

Forecast to breakeven in 2024

Insufficient new directors

Forecast to breakeven in 2024

Second quarter 2022 earnings released: US$0.20 loss per share (vs US$0.43 loss in 2Q 2021)

Insider recently sold Mex$12m worth of stock

Ambarella, Inc.(NasdaqGS:AMBA) dropped from Russell 3000E Value Index

Ambarella, Inc. Expands Security AI Vision SOC Portfolio with Two New Families

Insider recently sold Mex$3.0m worth of stock

First quarter 2022 earnings released: US$0.30 loss per share (vs US$0.45 loss in 1Q 2021)

Ambarella, Inc. Provides Revenue Guidance for the Second Quarter Ending July 31, 2021

Forecast to breakeven in 2025

Insider recently sold Mex$581k worth of stock

Full year 2021 earnings released: US$1.72 loss per share (vs US$1.35 loss in FY 2020)

Insider recently sold Mex$581k worth of stock

Co-Founder recently sold Mex$3.9m worth of stock

Full year 2021 earnings released: US$1.72 loss per share (vs US$1.35 loss in FY 2020)

Revenue beats expectations

Motional Selects Ambarella CVflow® AI Vision Processors for its Driverless Vehicles

Ambarella, Inc. to Report Q4, 2021 Results on Mar 02, 2021

Ambarella Introduces CV5 High Performance AI Vision Processor for Single 8K and Multi-Imager AI Cameras