- The company has managed to get its first computer vision design wins in automotive, which marks a sea change for the company even if revenue is years out.
- CV is a more near-term opportunity in professional surveillance, where the company has multiple design wins.
- However, there is not much else to celebrate as their consumer products continue to decline and the US-China trade tension complicates the outlook.
Source: Sea Change For Ambarella? – Ambarella (NASDAQ:AMBA) | Seeking Alpha