Ambarella Inc: Major Drivers
In this quarter, Ambarella experienced material headwinds from the industry-wide semiconductor cyclical downturn. Also, the content in the...
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Ambarella Inc: Major Drivers
Ambarella’s Q2 results were on par with management expectations and surpassed the analyst consensus on Wall Street. The company’s revenue was up...
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Ambarella Inc.: Initiation of Coverage – Key Drivers
This is our first report on Ambarella, a renowned semiconductors player that saw a watershed moment in 2022 with a slew of significant...
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"Autonomous Driving" Thematic Exposure and Where to Find Them (Autos)
Which companies have exposure to the autonomous driving value chain? We programmatically scanned through US annual reports and found 45 US...
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Smartkarma Originals
Chinese Video Surveillance Industry
Introduction The video surveillance market is speeding up in China and globally. The world’s top two surveillance companies are both headquartered...
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