Can Ambarella Inc Stay Ahead of Qualcomm Inc in Action Cams and Drones?
but answer not clear, looks like they are siding towards AMBA.
Despite those uncertainties, Ambarella is still growing rapidly. Its revenue soared 79% annually last quarter, up from 73.5% in the first quarter and 25% growth in the prior year quarter. Therefore, investors should recognize the threat that Qualcomm poses to Ambarella, but they shouldn't overreact and sell their shares before those rivals make any meaningful progress