Ambarella, Inc. (AMBA) Discusses Edge AI Platform Developments and Market Strategy at CES Briefing January 6, 2026 7:01 PM EST

Company Participants

Louis Gerhardy - Vice President of Corporate Development Fermi Wang - Co-Founder, President, CEO & Executive Chairman Muneyb Minhazuddin Robert Kunz Malhar Palkar Alberto Broggi Chan Lee

Conference Call Participants

Sabrina Stainburn Jamie Hoffacker Margaret Han Kevin Cassidy - Rosenblatt Securities Inc., Research Division Tore Svanberg - Stifel, Nicolaus & Company, Incorporated, Research Division

Conversation

Louis Gerhardy Vice President of Corporate Development

Well, good afternoon, and welcome from all of us at Ambarella to our CES Briefing and Technology discussion. I hope your first day of CES was productive. I’m sure for many of you online, and in the room, one of your New Year’s resolutions was to learn about Edge AI and how Ambarella fits into it. So we’re definitely going to help you check that box, so you can move on to your other New Year’s resolutions.

But some of you visited us earlier in the day. We have in the adjacent rooms, more than 30 demonstrations of Edge AI at work. And if you’re not registered to visit us later in the week, you’re welcome to contact me afterwards and we’ll fit you into one of the groups.

Also for the online participants, we’ll need some time to prepare a virtual CES experience, but we should be running that in March, and you can also send me an e-mail if you’d like to participate in one of those events.

So Ambarella has been, I thought – I was going to say 10-plus years, and I was just talking to Fermi. Ambarella has been at CES at this location in a much smaller footprint initially for almost 20 years now. So this is a very important event for us to share with customers and partners, our new products and technology and to