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stoppingin 22 posts  |  Last Activity: 8 hours ago Member since: May 24, 2000
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  • stoppingin stoppingin Nov 12, 2015 11:37 AM Flag

    If they do not meet and completely blow away on the high side plus provide huge guidance then we will very likely see a continued drop in the share price. Just my .02.

  • stoppingin stoppingin Nov 14, 2015 5:45 PM Flag

    You have an astute grasp of the obvious.

  • stoppingin by stoppingin Nov 18, 2015 1:38 PM Flag

    A good sign. Maybe there is some differentiation going on here.

  • Reply to

    GPRO down AMBA UP

    by stoppingin Nov 18, 2015 1:38 PM
    stoppingin stoppingin Nov 18, 2015 3:22 PM Flag

    GoPro feels like a one trick pony to me. I think that is their problem. AMBA on the other hand has an entire stable full of ponies.

  • Reply to

    GPRO down AMBA UP

    by stoppingin Nov 18, 2015 1:38 PM
    stoppingin stoppingin Nov 19, 2015 11:18 AM Flag

    Agree. But that is still the GoPRo thing. Not a lot different than what they have been doing.

  • Did not post the entire article, just the last paragraph.

    Ambarella is once again testing the lower end of the trading channel, a level that acted as support earlier in the year, and the stock offers a good risk/reward long entry point at its current level, utilizing a percentage stop under nearby support. There is a 44% short interest in the stock, which, combined with the potential for volatility associated with the price compression, could initiate a powerful breakout rally.

  • Reply to

    How to Profit from AMBA volatility

    by stoppingin Nov 19, 2015 1:51 PM
    stoppingin stoppingin Nov 19, 2015 5:32 PM Flag

    Yeah I see your point. And it is from the street so he may have had input. Think I will take it down.

  • stoppingin stoppingin Dec 1, 2015 12:10 PM Flag

    I am a long AMBA holder but I gotta tell I feel the same way. There are no guarantees on this earnings report and if AMBA does indeed "cut the cord" with GPRO it may come with a price. What price? Maybe a bad quarter this time and then good but not great guidance for coming quarters. In my opinion it is difficult to be overly optimistic here. I did well with the first run up but am down after averaging back in. If I had made a little I would be inclined to sell the small position I have. That is my unsolicited opinion.

  • stoppingin stoppingin Dec 3, 2015 4:17 PM Flag

    Their guidance is always weak. This is a huge quarter. AMBA hit a huge home run. Revenue, EPS and margin. All are off the charts. Guidance is not really bad. But they went to the Apple school for future guidance. And that means lowball. Anyone going to listen to the CC?

  • stoppingin stoppingin Dec 4, 2015 10:13 AM Flag

    Completely agree. They can play the game with the best of them.

  • Why the Market Is Torn Over Ambarella, Inc.'s Strong Quarter
    After another strong quarter followed by weak guidance, Wall Street isn't sure what to think about the video-chip specialist.

    Ambarella (NASDAQ:AMBA) just delivered an exceptional quarter thanks to strength in its emerging-market segments. But when the video-processing chip specialist once again issued disappointing guidance, it became evident the market wasn't sure what to think.

    Shares of Ambarella opened down nearly 6% Friday morning, but quickly recouped those losses to trade up as much as 5.7% by 10:00 a.m. -- then ultimately closed down a modest 1.7% for the day:

    AMBA Price Chart


    Why all the indecision? One reason is because it "helps" that Ambarella stock went into the report down around 55% from its 52-week-high, which was set this past June. The negative effects of any miscues this quarter were arguably already priced in.

    A strong showing
    Let's tackle the headline numbers, anyway. For Ambarella's fiscal third-quarter 2016, revenue climbed 41.9% year over year, to $93.2 million -- slightly above the high-end of the $90 million to $93 million guidance range with which Ambarella disappointed investors three months ago. This time, however, analysts had ratcheted down expectations ahead of the report, with consensus estimates calling for revenue slightly below the bottom-end of Ambarella's outlook. For that, we can partly blame an exceptionally difficult quarter and weak guidance issued in late October by key Ambarella customer GoPro (NASDAQ:GPRO).

    On a relative basis, Ambarella's bottom line was much more impressive. Adjusted gross margin expanded to 65.9%, up from 63.4% in the same year-ago period, helped by stronger-than-expected growth in the higher-margin drone-camera business. That translated to a 65.6% increase in adjusted net income, to $36.6 million, or $1.08 per share. Here again, analysts were only looking for adjusted earnings of $0.86 per share.

    Overshadowed by the future... for now
    To Wall Street's credit, this GoPro-centric caution wasn't entirely off base. Ambarella CEO Fermi Wang explained:

    Our strong third-quarter results reflect our success in expanding revenues in new markets such as flying cameras and home security monitoring, as well as existing markets for professional IP security cameras and automotive after-market dash cameras. Although we expect these markets to continue their strong annual growth, we are experiencing near term headwinds in the wearable sports market which is expected to negatively impact revenue in Q4 of this year.

    On one hand, when the market hears "wearable sports market," it effectively replaces the phrase with "GoPro." But on the other hand, investors should be pleased that Ambarella was able to more than offset these headwinds in fiscal Q3 with strength in its younger emerging markets. That would have been well and good if the situation wasn't about to get worse -- if only temporarily.

    For the current quarter, Ambarella expects revenue between $65 million and $67.5 million, and adjusted net income between $15 million and $17 million. Based on Ambarella's expected diluted share count of 34 million in fiscal Q4, that amounts to adjusted earnings per share of $0.44 to $0.50. By contrast, analysts were more optimistic on both fronts, with consensus estimates calling for fiscal Q4 revenue of $76.7 million, and adjusted earnings of $0.59 per share.

    Looking even further ahead, during the subsequent conference call, Ambarella CFO George Laplante elaborated that high inventory levels for customers in the wearable sports camera market are expected to have a "substantial impact on our shipments in Q4, extending into Q1 of fiscal year 2017."

    Consequentially, Laplante also stated that this should mean total revenue in the first quarter of fiscal 2017 will decline slightly on a year-over-year basis. After that, however, all markets -- including the wearable sports camera segment -- should demonstrate growth from their same year-ago periods.

    When all is said and done, Ambarella now expects revenue in fiscal 2017 to climb between 15% and 20%. That's below Ambarella's target model for long-term growth of 20% to 25% -- though Wall Street was only expecting Ambarella to achieve roughly 20% top-line growth next fiscal year, anyway.

    The bigger picture
    In short, investors were left mulling what to think of a better-than-expected fiscal Q3, followed by promises of a weaker-than-expected current quarter and fiscal Q1 of next year, and finally, a light at the end of the tunnel if Ambarella can manage to get back on track with sustained growth in all markets going forward. And of course, there's always the chance Ambarella is once again under promising with the intention of over delivering.

    All things considered, I'm not the least bit surprised our fickle market is torn over Ambarella's prospects. But I also think it's not hard to argue that investors are overthinking the near-term repercussions for Ambarella of the struggling wearable sports camera market.

    Eventually, that market will resume growing, even as Ambarella's other budding verticals increase their respective contributions to the overall business. When it does, Ambarella will emerge even stronger for it, and I think that long-term investors who are willing to take advantage of Ambarella's recent pullback will be handsomely rewarded for their patience.

  • Reply to

    Nice Motley Fool story on AMBA

    by stoppingin Dec 5, 2015 1:10 PM
    stoppingin stoppingin Dec 6, 2015 8:55 AM Flag

    Yes but remember AMBA plays a great game of low balling. Most likely you will see an even larger beat than this last quarter. But until March we will toil away in the $50's.

  • Reply to

    Loading up AMBA for $90 run!

    by venture_capitalist123 Dec 29, 2015 12:51 PM
    stoppingin stoppingin Dec 30, 2015 1:43 PM Flag

    Please explain what will propel it to $80? Have seen no news to make it do anything like that and the earnings are not due out until March.

  • To much going on here not to. Go longs!!

  • That is the rationale here about the parks. Here is the Jeffries statement: Now, the parks' occupancy has reached peak levels and ticket price increases will moderate. Really?

  • Everything looked good. Why the drop?

  • Reply to

    What the heck is going on?

    by stoppingin 10 hours ago
    stoppingin stoppingin 10 hours ago Flag

    Oh really. Boy that is news to every investor on this board and the rest of the world for that matter. Please tell me oh great one what drives stocks?

  • stoppingin stoppingin 10 hours ago Flag

    He just said that. If ESPN is actually growing then why this AH BS?

  • stoppingin stoppingin 9 hours ago Flag

    I think "Desperately Seeking" is a bit of an overstatement. Why would they not try and distribute in every area that can generate a profit? To me DIS is a wisely run company with a great eye to the future.

  • What is not to like?

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