Ambarella, Inc. · NASDAQ:AMBA
Ambarella — Non-Deal Roadshow (April 2020)
17 slides from Ambarella's roadshow presentation, Apr 17, 2020
Slide 1: Dougherty & Co. Virtual NDR Presentation
AMBARELLA.COM COPYRIGHT AMBARELLA 2019 April 17, 2020 Dougherty & Co. Virtual NDR Presentation Casey Eichler, CFO Louis Gerhardy, Corporate Development 1
Slide 2: Forward-Looking Statements
Forward-Looking Statements This presentation contains forward-looking statements that are subject to many risks and uncertainties. All statements made in this presentation other than statements of historical facts are forward-looking statements, including, without limitation, statements regarding Am
Slide 3: Ambarella Overview
Ambarella Overview Ambarella is an artificial intelligence (“AI”) company Ambarella developed over a 3 year period an AI processor architecture specifically optimized for video edge-endpoint applications. The integration of this deep neural network AI processor with the company’s state-of-the-art
Slide 4: Global Footprint
Global Footprint 761 Employees Across US, Asia, and Europe 178 55 184 328 5 5 6 United States Europe China Taiwan Hong Kong Korea Japan US ODMs Jabil VisLab HQ Flextronics Parma, Italy Santa acquired 2015 Taiwan ODMs Clara, CA Founded and incorporated 51 employees Chicony in Cayman Islands
Slide 5: Ambarella's Computer Vision System-on-a-Chip
Ambarella’s Computer Vision System-on-a-Chip Leveraging 15 Years of Video Processing Expertise with a New and Proprietary AI Processor 15 years of Programmable Computer Vision Platform Video and with Optimized Coprocessor Acceleration Image NEW Processing CVflow architecture Experience introduced in
Slide 6: Scalable Computer Vision Portfolio
Scalable Computer Vision Portfolio AI in the Camera - Superior Performance per Watt and Performance per Dollar CV25 CV22 CV22FS CV2 CV2FS CV25 – CV22 – Mid Range CV2 – High End Mainstream CV22 CV22FS (ASIL-B) CV2 CV2FS (ASIL-B) Announced January 2019 Announced January 2018 Announced January 2020 Ann
Slide 7: Global Security Camera Installed Base Is Fertile Ground for New CV Product Cycle
Global Security Camera Installed Base Is Security Camera Market 1,000 Fertile Ground for New CV Product Cycle CV 60%-65% fiscal 2020 total revenue (3G) begins Installed base (Millions) 750 Security camera revenue driven by enterprise, smart 500 Networked (2G) city and home spending A majority fr
Slide 8: Ambarella's Global Security Camera Footprint
Ambarella’s Global Security Camera Footprint Enabling Most Major Enterprise, Smart City and Consumer Security Camera Companies Professional Security Consumer Security Enterprise ― Retail ―Smart Cities ― ITS ― Smart Parking Home Security ― Smart Home Automation ― Delivery Services AMBARELLA.COM COPYR
Slide 9: Automotive Camera System Target Markets
Automotive Camera System Target Markets ~15%-20% fiscal 2020 total revenue Forward-Facing Part-time & Full-time Ambarella Recorders eMirrors In-Cabin Surround Autonomous ADAS 2018 SAM ~$300M $1B+ <$10M <$50M <$100M ~$100M 2025 SAM ~$500M $1.5B <$250M ~$500M ~$250M ~$2.5B Ambarella F2020 Majority of
Slide 10: Ambarella's Global Automotive Footprint
Ambarella’s Global Automotive Footprint OEM, Tier 1’s, and Tier 2’s Computer Vision Human Viewing (Video Processor and AI Processor “CVflow”) (Video Processor only) OEM AMBARELLA.COM COPYRIGHT AMBARELLA 2019 10
Slide 11: VisLab: 25+ Years of CV Technology Development Focused on Autonomous Driving
EVA VisLab: 25+ Years of CV Technology Development Embedded Vehicle Autonomy Focused on Autonomous Driving Applications Acquired in 2015, spun-out from the University of Parma (Italy) in 2009 VW Tiguan 2017 4K sensors BRAiVE 2008-now CV2FS Recognized globally for computer vision software Fully a
Slide 12: Competitive Landscape is Fragmented
Competitive Landscape is Fragmented Ambarella’s video processing expertise scales across multiple markets Security Cameras Automotive Cameras Forward-Facing Professional Consumer Recorders eMirror In-Cabin Surround PT/FT Autonomous ADAS HiSilicon (Huawei) China only Aftermarket Mobileye (Intel) (SW
Slide 13: "Other" Revenue – Mostly "Consumer Discretionary"
“Other” Revenue – Mostly “Consumer Discretionary” 15%-20% fiscal 2020 total revenue ~150% of Ambarella’s revenue decline between F2017 and F2019 was driven by “Other” C2016 C2017 C2018 C2019 Business mix shifting… (F2017) (F2018) (F2019) (F2020) … away from consumer discretionary driven market
Slide 14: Emerging Opportunities
Emerging Opportunities Includes consumer, enterprise and public applications Robotics platform announced at CES 2020 Robotic software development kit (“SDK”) is a unified software infrastructure targeting automated guided vehicles (AGV), consumer robots, industrial robots and other emerging Indust
Slide 15: Q4 F2020 (January 2020) Earnings Call Recap
Q4 F2020 (January 2020) Earnings Call Recap Over 18 customer and partner engagements announced 10 Automotive customers/partners 7 Security customers/partners 1 Other customer/partner OEM, T1, and aftermarket 3 professional and 4 smart home 1 sports camera 3 CV and 7 videoprocessing 3 CV and 4 video
Slide 16: Q4 F2020 (January 2020) Review and Q1 Outlook
Q4 F2020 (January 2020) Review and Q1 Outlook (Q4 F2020 reported March 3, 2020) Geopolitical and now public health factors cause uncertainty to be high with a wide range of potential outcomes COVID-19 risks are bringing additional levels of uncertainty to both demand and supply, this is in addit
Slide 17: Contact
COPYRIGHT AMBARELLA 2019 www. ambarella.com lgerhardy@ambarella.com Louis Gerhardy Corporate Development +1 (415) 305 5818 17