Ambarella, Inc.

NasdaqGS:AMBA Stock Report

Market Cap: US$3.0b

Ambarella Management

Management criteria checks 3/4

We currently do not have sufficient information about the CEO.

Key information

Fermi Wang

Chief executive officer

US$7.5m

Total compensation

CEO salary percentage6.75%
CEO tenure22yrs
CEO ownership1.8%
Management average tenure6.6yrs
Board average tenure12.6yrs

Recent management updates

Recent updates

Ambarella: Drones And Robotics Are Promising, But The Potential May Be Priced In

Jan 07

Ambarella, Inc.'s (NASDAQ:AMBA) 30% Price Boost Is Out Of Tune With Revenues

Nov 11
Ambarella, Inc.'s (NASDAQ:AMBA) 30% Price Boost Is Out Of Tune With Revenues

Ambarella, Inc.'s (NASDAQ:AMBA) 29% Share Price Surge Not Quite Adding Up

Aug 31
Ambarella, Inc.'s (NASDAQ:AMBA) 29% Share Price Surge Not Quite Adding Up

There's Reason For Concern Over Ambarella, Inc.'s (NASDAQ:AMBA) Massive 32% Price Jump

Jul 14
There's Reason For Concern Over Ambarella, Inc.'s (NASDAQ:AMBA) Massive 32% Price Jump

Is It Too Late To Consider Buying Ambarella, Inc. (NASDAQ:AMBA)?

Jun 25
Is It Too Late To Consider Buying Ambarella, Inc. (NASDAQ:AMBA)?

Revenues Not Telling The Story For Ambarella, Inc. (NASDAQ:AMBA) After Shares Rise 32%

May 30
Revenues Not Telling The Story For Ambarella, Inc. (NASDAQ:AMBA) After Shares Rise 32%

More Unpleasant Surprises Could Be In Store For Ambarella, Inc.'s (NASDAQ:AMBA) Shares After Tumbling 25%

Apr 05
More Unpleasant Surprises Could Be In Store For Ambarella, Inc.'s (NASDAQ:AMBA) Shares After Tumbling 25%
User avatar

Leveraging Edge AI Processing With DeepSeek-R1 Will Unlock New Applications

Ambarella's focus on edge AI, innovative SoCs, and automotive market expansion is driving potential revenue and earnings growth.

We Think Ambarella (NASDAQ:AMBA) Can Easily Afford To Drive Business Growth

Mar 17
We Think Ambarella (NASDAQ:AMBA) Can Easily Afford To Drive Business Growth

Analyst Estimates: Here's What Brokers Think Of Ambarella, Inc. (NASDAQ:AMBA) After Its Yearly Report

Mar 01
Analyst Estimates: Here's What Brokers Think Of Ambarella, Inc. (NASDAQ:AMBA) After Its Yearly Report

Should You Investigate Ambarella, Inc. (NASDAQ:AMBA) At US$82.94?

Feb 20
Should You Investigate Ambarella, Inc. (NASDAQ:AMBA) At US$82.94?

High Valuation = High Risk For This Name: Downgrading Ambarella To A Sell

Jan 19

Ambarella Earnings: The Surge Could Make A New Dawn For Investors

Nov 27

Are Investors Undervaluing Ambarella, Inc. (NASDAQ:AMBA) By 40%?

Nov 19
Are Investors Undervaluing Ambarella, Inc. (NASDAQ:AMBA) By 40%?

Ambarella: Intriguing, As We Have Been Here Before

Nov 11

At US$60.09, Is Ambarella, Inc. (NASDAQ:AMBA) Worth Looking At Closely?

Oct 15
At US$60.09, Is Ambarella, Inc. (NASDAQ:AMBA) Worth Looking At Closely?

Ambarella, Inc. (NASDAQ:AMBA) Just Reported Second-Quarter Earnings And Analysts Are Lifting Their Estimates

Aug 30
Ambarella, Inc. (NASDAQ:AMBA) Just Reported Second-Quarter Earnings And Analysts Are Lifting Their Estimates

Why Ambarella Soared After Posting Q2 2025 Results

Aug 28

Ambarella: Headwinds May Put A Stop To The Turnaround

Aug 13

Ambarella, Inc.'s (NASDAQ:AMBA) 30% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio

Aug 12
Ambarella, Inc.'s (NASDAQ:AMBA) 30% Dip Still Leaving Some Shareholders Feeling Restless Over Its P/SRatio

We're Interested To See How Ambarella (NASDAQ:AMBA) Uses Its Cash Hoard To Grow

Jul 22
We're Interested To See How Ambarella (NASDAQ:AMBA) Uses Its Cash Hoard To Grow

Ambarella, Inc.'s (NASDAQ:AMBA) Intrinsic Value Is Potentially 47% Above Its Share Price

Jul 04
Ambarella, Inc.'s (NASDAQ:AMBA) Intrinsic Value Is Potentially 47% Above Its Share Price

Ambarella: Unfulfilled Potential

May 28

CEO Compensation Analysis

How has Fermi Wang's remuneration changed compared to Ambarella's earnings?
DateTotal CompensationSalaryCompany Earnings
Oct 31 2025n/an/a

-US$80m

Jul 31 2025n/an/a

-US$89m

Apr 30 2025n/an/a

-US$104m

Jan 31 2025US$7mUS$505k

-US$117m

Oct 31 2024n/an/a

-US$157m

Jul 31 2024n/an/a

-US$175m

Apr 30 2024n/an/a

-US$171m

Jan 31 2024US$6mUS$561k

-US$169m

Oct 31 2023n/an/a

-US$120m

Jul 31 2023n/an/a

-US$98m

Apr 30 2023n/an/a

-US$90m

Jan 31 2023US$6mUS$561k

-US$65m

Oct 31 2022n/an/a

-US$63m

Jul 31 2022n/an/a

-US$43m

Apr 30 2022n/an/a

-US$26m

Jan 31 2022n/an/a

-US$26m

Oct 31 2021n/an/a

-US$30m

Jul 31 2021n/an/a

-US$48m

Apr 30 2021n/an/a

-US$55m

Jan 31 2021US$6mUS$379k

-US$60m

Oct 31 2020n/an/a

-US$60m

Jul 31 2020n/an/a

-US$48m

Apr 30 2020n/an/a

-US$43m

Jan 31 2020US$5mUS$368k

-US$45m

Oct 31 2019n/an/a

-US$36m

Jul 31 2019n/an/a

-US$41m

Apr 30 2019n/an/a

-US$38m

Jan 31 2019US$4mUS$357k

-US$30m

Compensation vs Market: Fermi's total compensation ($USD7.48M) is about average for companies of similar size in the US market ($USD6.85M).

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

CEO

Fermi Wang (61 yo)

22yrs
Tenure
US$7,477,266
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

NamePositionTenureCompensationOwnership
Feng-Ming Wang
Co-Founder22yrsUS$7.48m1.79%
$ 54.4m
Leslie Kohn
Co-Founder22yrsUS$4.07m2.27%
$ 69.2m
John Young
Chief Financial Officer1.9yrsUS$4.53m0.24%
$ 7.3m
Chan Lee
Chief Operating Officer4.3yrsUS$3.78m0.29%
$ 8.8m
Chi-Hong Ju
Senior VP of Systems & GM of Asia Design Centers4.3yrsUS$2.80m0.38%
$ 11.4m
Michael Morehead
General Counsel & Secretary16yrsno datano data
Louis Gerhardy
Vice President of Corporate Developmentno datano datano data
Amee Orozco-Guiriba
Vice President of Human Resources6yrsno datano data
Alberto Broggi
General Manager at VisLab7.3yrsno datano data
Muneyb Minhazuddin
Customer Growth Officerno datano datano data
Robert Kunz
Senior Director of Architectureno datano datano data
Malhar Palkar
Director of Software Engineeringno datano datano data
6.6yrs
Average Tenure
61yo
Average Age

Experienced Management: AMBA's management team is seasoned and experienced (6.6 years average tenure).

Board Members

NamePositionTenureCompensationOwnership
Feng-Ming Wang
Co-Founder22yrsUS$7.48m1.79%
$ 54.4m
Leslie Kohn
Co-Founder22yrsUS$4.07m2.27%
$ 69.2m
Christopher Paisley
Independent Director13.4yrsUS$270.00k0.092%
$ 2.8m
Chenming C. Hu
Independent Director14.2yrsUS$262.50k0.061%
$ 1.9m
David Jeffrey Richardson
Independent Director11.8yrsUS$275.00k0.061%
$ 1.9m
Hsiao-Wuen Hon
Independent Director8.4yrsUS$252.50k0.064%
$ 1.9m
Elizabeth Schwarting
Independent Director5.6yrsUS$260.00k0.011%
$ 341.0k
Chantelle Breithaupt
Independent Directorless than a yearno data0.0038%
$ 115.2k
12.6yrs
Average Tenure
62yo
Average Age

Experienced Board: AMBA's board of directors are seasoned and experienced ( 12.6 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/01/09 19:40
End of Day Share Price 2026/01/09 00:00
Earnings2025/10/31
Annual Earnings2025/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Ambarella, Inc. is covered by 23 analysts. 14 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
David WilliamsAscendiant Capital Markets LLC
Tristan GerraBaird
Ted MoreauBarrington Research Associates, Inc.