Radar Report $AMBA: Neutral, Not Adding Myself Ambarella founded 2004 specializes in Edge AI SoCs with ARM Cortex CPU at it's core. Pros: 1. Hanwha deal is great 800m+/10 years. That's 480m profit/10 years or 48m/year. 2. GoPro HERO uses. 3. Technical expertise is camera pipeline, ISP, video compression, CVflow integration around the ARM Cortex CPU. 4. 390m revenue for 2026 at 3.2B market cap is fair 6 P/S with 59.9% margins and 17%-37% growth. Cons: 1. Tesla and Waymo have majority self driving market do not use Ambarella. 2. DJI used to but no longer uses Ambarella. 3. Google Nest uses but no longer uses Amarella. 4. Nvidia isn't in exactly the same segment but is in a slightly higher power consuming segment that's poised for what I see as larger growth. Good and Bad: 1. ARM does
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