- Ambarella is in the midst of a long transition from video processing for the consumer market to CV for automotive and security.
- This transition isn’t laced with growth (quite the contrary) nor much profitability, but at least, the company is still cash flow positive.
- The signs are increasing that Ambarella can make the transition to CV successfully, and a better, more profitable company that grows again looks likely to emerge.
- But it will take time, likely another year, so there is no immediate hurry to rush into the shares, in our view.
Ambarella Turning The Corner
March 24th, 2019 · No Comments