Ambarella Turning The Corner

  • 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.

Source: Ambarella Turning The Corner – Ambarella, Inc. (NASDAQ:AMBA) | Seeking Alpha