Ambarella, mit Kamera zu Überwachung und steigenden Kursen - 500 Beiträge pro Seite
eröffnet am 26.01.14 15:08:01 von
neuester Beitrag 04.06.19 22:32:38 von
neuester Beitrag 04.06.19 22:32:38 von
Beiträge: 100
ID: 1.190.791
ID: 1.190.791
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Gesamt: 32.039
Gesamt: 32.039
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ISIN: KYG037AX1015 · WKN: A1J58B · Symbol: A8B
40,40
EUR
-1,20 %
-0,49 EUR
Letzter Kurs 15:35:41 Tradegate
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Werte aus der Branche Halbleiter
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 0,9000 | +1.536,36 | |
| 9,1941 | +52,98 | |
| 3,8999 | +14,70 | |
| 23,600 | +12,38 | |
| 53,61 | +9,99 |
| Wertpapier | Kurs | Perf. % |
|---|---|---|
| 14,400 | -10,97 | |
| 0,9525 | -14,19 | |
| 1,2900 | -17,83 | |
| 6,3200 | -23,75 | |
| 1.000,00 | -66,67 |
Feedback
So, mal nen neuen Thread eröffnen. Ambarella. Recherchiert mal !! Videoüberwachung, Dokumentation, im Auto der Zukunft normal? Könnte ganz spannend werden. Gruß B.
Der Quartalsgewinn ist 36,8% höher als die Schätzung der Leute, die dafür bezahlt werden.
Antwort auf Beitrag Nr.: 46.580.355 von Ulf-Imat am 06.03.14 23:12:43Ja, sieht doch sehr gut aus !!! Ich bleib drin !!! Denke, hier werde ich noch viel Freude haben !!! Vor allem auch wen GOPRO an die Börse geht und Google sein Produkt vorstellt. Oder - was geschieht, wenn sich der erste große Autobauer dafür entscheidet, in jedes neue Auto eine Kamera einzubauen. Wird Standart werden, da bin ich mir - ziemlich sicher. Gruß B.
Antwort auf Beitrag Nr.: 46.581.723 von Betterway am 07.03.14 09:24:15hmmh, mir ist zwar nicht so ganz klar, warum sie jetzt verkaufen, die Amis, bei den guten Zahlen, aber naja, freut mich zwar nicht, werde aber Nachkaufkurse nutzen !! Die nächsten Ratings werden wohl nicht lange auf sich warten lassen. Wir werden sehen. Ich hab Zeit, wie immer ! Gruß B.
Antwort auf Beitrag Nr.: 46.586.425 von Betterway am 07.03.14 17:38:02we are not amused ! Aber was soll's? Wachstumsraten sind ja hoch, Chancen sehe ich auch genügend. Mal in Ruhe die nächsten Zahlen abwarten !
Trading Spotlight
rearly, we are not amused !! ;-)
Antwort auf Beitrag Nr.: 46.710.655 von Betterway am 26.03.14 20:56:29.. nur falls noch jemand interessiert ist:
mbarella: Use The Pullback For Solid Long-Term Gains
Apr. 4, 2014 1:51 PM ET | 5 comments | About: AMBA, Includes: FNDGF, GOOG, GOOGL, GOPRO
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. (More...)
Summary
Ambarella has a big opportunity ahead as the market for wearable and action cameras improves.
The company's relationship with Google and GoPro has given it good visibility and a chance to improve sales.
Ambarella has a diversified customer base in several markets, such as Russia and China, which gives it ample opportunity to grow the business.
The company's focus on product development and an attractive valuation are more reasons why the stock looks interesting.
Chipmaker Ambarella's (AMBA) stock price performance has been weak in 2014. Although Ambarella has gained more than 200% in 2013, the company seems to have hit a rough patch this year, with shares losing over 20%. But the good news is that this decline gives investors an opportunity to buy a fast-growing stock that seems to be in a solid position to profit from the increasing usage of camera solutions across different applications.
Ambarella's one-year price target according to Yahoo! Finance is $32.40, indicating an upside of 16% from current levels. However, this estimate can move higher with time given the robust adoption of the company's imaging solutions.
Robust growth and prospects
Ambarella has witnessed strong growth in its camera business, led by robust sales of IP security cameras. As a result, the chipmaker's revenue grew 27% to $40 million in the fourth quarter. In addition, Ambarella's non-GAAP net income of $8.2 million, or $0.26 per share, was up 64% from the year-ago quarter.
Ambarella's prospects have received a shot in the arm through its relationship with GoPro, the maker of high-definition personal cameras that are often used in extreme action video photography. GoPro recently introduced the HERO3+ silver and black camera editions, for which Ambarella supplied its solutions. In addition, Ambarella is also planning to develop wearable camera solutions for social networking and vertical market applications.
Ambarella has also developed a successful partnership with Google (GOOG, GOOGL). Ambarella and Google demonstrated a wearable camera reference design to bring Google's Helpout application to wearable cameras at the Consumer Electronics Show 2014. Google's Helpout is a way of sharing knowledge and expertise over live video. The new wearable camera for this application will be able to record full HD video, and simultaneously stream live video and audio wirelessly to a Google Helpout server via a smartphone or Wi-Fi access points.
Hence, both Google and Ambarella are working upon next-gen products to drive the adoption of wearable cameras, and this could be a solid growth driver for both.
Tapping more markets
Ambarella is also targeting the nascent market for quadcopters. Quadcopters are equipped with video cameras and enable users to capture high-quality videos of wildlife, sporting events, etc. Ambarella has already seen some success on this front, as DJI Innovations of China recently introduced its Phantom 2 Vision Quadcopter with integrated HD video camera. Phantom 2 is based on Ambarella's A5s camera SoCs, and provides 1080p video recording, along with 14-megapixel images and a wide 140-degree field of view.
Ambarella is also seeing strength in the automotive market. Driven by the popularity of its chip solutions for video camera recorders and dash cams in Russia, China, Taiwan and South Korea, Ambarella saw a strong performance from this category in the previous quarter. To increase its expertise in this segment, Ambarella recently introduced MotorVu 360 automotive surround view camera. This camera comes equipped with four full 1080p HD camera modules that can be fixed at the front, rear and the sides of a vehicle; providing a 360-degree view for driving and parking assistance.
The MotorVu 360 also provides a four-channel black-box recorder for recording road incidents. Ambarella has built the MotorVu on its B5 family of receiver/transmitter companion chips. These chips help in the transmission of video data at a low cost. Ambarella is looking to accelerate the production of this chip, as it has received a positive response from customers in automotive aftermarket.
Ambarella has developed partnerships with many market leaders and suppliers across the world that are manufacturing products based on Ambarella's A7LA SoC and A5s camera SoC solutions. Fine Digital (OTC:FNDGF), which leads the Korean market, has introduced FINEVu CR-2000 dual channel dash cam solution that is based on Ambarella's A7LA platform. In Russia, more than 20 new models based on Ambarella's A7LA camera SoC are being shipped, while in China, a move from low-end, low-cost products to higher-resolution products in 2014 should lead to stronger adoption of Ambarella's products.
Valuation and conclusion
From a fundamental point of view as well, Ambarella looks like a solid investment. The stock trades at a trailing P/E of 31.61 and a forward P/E of 18.77, which means that solid earnings growth is expected in the future.
Also, Ambarella has no debt and a decent cash position. This gives the company freedom to either raise debt or invest heavily in its development without any covenants in place. Thus, Ambarella looks like a solid investment option from different angles, and investors should definitely not ignore it.
UPDATE YOUR ALERT SUBSCRIPTIONS NOW:
mbarella: Use The Pullback For Solid Long-Term Gains
Apr. 4, 2014 1:51 PM ET | 5 comments | About: AMBA, Includes: FNDGF, GOOG, GOOGL, GOPRO
Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. (More...)
Summary
Ambarella has a big opportunity ahead as the market for wearable and action cameras improves.
The company's relationship with Google and GoPro has given it good visibility and a chance to improve sales.
Ambarella has a diversified customer base in several markets, such as Russia and China, which gives it ample opportunity to grow the business.
The company's focus on product development and an attractive valuation are more reasons why the stock looks interesting.
Chipmaker Ambarella's (AMBA) stock price performance has been weak in 2014. Although Ambarella has gained more than 200% in 2013, the company seems to have hit a rough patch this year, with shares losing over 20%. But the good news is that this decline gives investors an opportunity to buy a fast-growing stock that seems to be in a solid position to profit from the increasing usage of camera solutions across different applications.
Ambarella's one-year price target according to Yahoo! Finance is $32.40, indicating an upside of 16% from current levels. However, this estimate can move higher with time given the robust adoption of the company's imaging solutions.
Robust growth and prospects
Ambarella has witnessed strong growth in its camera business, led by robust sales of IP security cameras. As a result, the chipmaker's revenue grew 27% to $40 million in the fourth quarter. In addition, Ambarella's non-GAAP net income of $8.2 million, or $0.26 per share, was up 64% from the year-ago quarter.
Ambarella's prospects have received a shot in the arm through its relationship with GoPro, the maker of high-definition personal cameras that are often used in extreme action video photography. GoPro recently introduced the HERO3+ silver and black camera editions, for which Ambarella supplied its solutions. In addition, Ambarella is also planning to develop wearable camera solutions for social networking and vertical market applications.
Ambarella has also developed a successful partnership with Google (GOOG, GOOGL). Ambarella and Google demonstrated a wearable camera reference design to bring Google's Helpout application to wearable cameras at the Consumer Electronics Show 2014. Google's Helpout is a way of sharing knowledge and expertise over live video. The new wearable camera for this application will be able to record full HD video, and simultaneously stream live video and audio wirelessly to a Google Helpout server via a smartphone or Wi-Fi access points.
Hence, both Google and Ambarella are working upon next-gen products to drive the adoption of wearable cameras, and this could be a solid growth driver for both.
Tapping more markets
Ambarella is also targeting the nascent market for quadcopters. Quadcopters are equipped with video cameras and enable users to capture high-quality videos of wildlife, sporting events, etc. Ambarella has already seen some success on this front, as DJI Innovations of China recently introduced its Phantom 2 Vision Quadcopter with integrated HD video camera. Phantom 2 is based on Ambarella's A5s camera SoCs, and provides 1080p video recording, along with 14-megapixel images and a wide 140-degree field of view.
Ambarella is also seeing strength in the automotive market. Driven by the popularity of its chip solutions for video camera recorders and dash cams in Russia, China, Taiwan and South Korea, Ambarella saw a strong performance from this category in the previous quarter. To increase its expertise in this segment, Ambarella recently introduced MotorVu 360 automotive surround view camera. This camera comes equipped with four full 1080p HD camera modules that can be fixed at the front, rear and the sides of a vehicle; providing a 360-degree view for driving and parking assistance.
The MotorVu 360 also provides a four-channel black-box recorder for recording road incidents. Ambarella has built the MotorVu on its B5 family of receiver/transmitter companion chips. These chips help in the transmission of video data at a low cost. Ambarella is looking to accelerate the production of this chip, as it has received a positive response from customers in automotive aftermarket.
Ambarella has developed partnerships with many market leaders and suppliers across the world that are manufacturing products based on Ambarella's A7LA SoC and A5s camera SoC solutions. Fine Digital (OTC:FNDGF), which leads the Korean market, has introduced FINEVu CR-2000 dual channel dash cam solution that is based on Ambarella's A7LA platform. In Russia, more than 20 new models based on Ambarella's A7LA camera SoC are being shipped, while in China, a move from low-end, low-cost products to higher-resolution products in 2014 should lead to stronger adoption of Ambarella's products.
Valuation and conclusion
From a fundamental point of view as well, Ambarella looks like a solid investment. The stock trades at a trailing P/E of 31.61 and a forward P/E of 18.77, which means that solid earnings growth is expected in the future.
Also, Ambarella has no debt and a decent cash position. This gives the company freedom to either raise debt or invest heavily in its development without any covenants in place. Thus, Ambarella looks like a solid investment option from different angles, and investors should definitely not ignore it.
UPDATE YOUR ALERT SUBSCRIPTIONS NOW:
.. und sie hält sich erstaunlich gut !!
Antwort auf Beitrag Nr.: 46.856.424 von Ulf-Imat am 22.04.14 16:20:14Hallo Ulf...., hab hier - langfristig, ein sehr gutes Gefühl, nächsten Monat noch ein paar nachlegen. Allerdings - Chefs haben verkauft, kommt nicht so gut. Was hälst du davon ?? Gruß B.
Antwort auf Beitrag Nr.: 46.856.424 von Ulf-Imat am 22.04.14 16:20:14we are not amused. Weiß auch nicht, warum der Kurs so abschmiert ?? Ist schon ein wenig heftig, hab aber noch 3 Quartale Geduld. Hängt es etwa immer noch mit dem Aktienverkauf der CEO zusammen, wissen die bereits was, was ich Öffentlichkeit noch nicht weiß ??
.. und ich werde mir trotzdem noch ein paar holen !!!
.. we are not amused !!! Keine Ahnung, warum sie wieder abschmiert ?? Könnte sein, dass Chef's wieder Aktien verkaufen, das wäre dann allerdings schon ein Alarmsignal....
.. bin immer noch dabei und fühle mich - trotz der Kursrückgänge - sehr wohl. Die Zahlen kommen im Juni, dann wird man sehn. Gopro IPO steht bevor. Wermutstropfen, wieder haben CEO verkauft. Sollte mir dies zu denken geben. Sicher ja, fragt sich nur, wie die Zahlen aussehen. Ich bleibe dabei.
...der Vollständigkeit halber: Schätzung war bei 21 Cent.
Ambarella, Inc. Announces First Quarter Fiscal 2015 Financial Results
First Quarter Revenue up 21% Year Over Year
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GlobeNewswire
Ambarella, Inc.
28 minutes ago
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SANTA CLARA, Calif., June 3, 2014 (GLOBE NEWSWIRE) -- Ambarella, Inc. (AMBA), a leading developer of low-power, HD video compression and image processing semiconductors, today announced financial results for its fiscal first quarter ended April 30, 2014.
Revenue for the first quarter of fiscal 2015 was $40.9 million, up 21% from $33.9 million in the same period in fiscal 2014. Gross margin under U.S. generally accepted accounting principles (GAAP) for the first quarter of fiscal 2015 was 62.5%, compared with 63.9% for the same period in fiscal 2014. GAAP net income for the first quarter of fiscal 2015 was $5.3 million, or $0.17 per diluted ordinary share, compared with GAAP net income of $4.7 million, or $0.16 per diluted ordinary share, for the same period in fiscal 2014.
Gross margin on a non-GAAP basis for the first quarter of fiscal 2015 was 62.7%, compared with 64.0% for the same period in fiscal 2014. Non-GAAP net income for the first quarter of fiscal 2015 was $7.8 million, or $0.25 per diluted ordinary share. This compares with non-GAAP net income of $6.2 million, or $0.21 per diluted ordinary share, for the same period in fiscal 2014.
Ambarella reports gross margin, net income and earnings per share in accordance with GAAP and, additionally, on a non-GAAP basis. Non-GAAP financial information excludes the impact of stock-based compensation and the associated tax impact. A reconciliation of the GAAP to non-GAAP gross margin, net income and earnings per share numbers, as well as a description of the items excluded from the non-GAAP calculations, is included in the financial statements portion of this press release.
Total cash and marketable securities on hand at the end of the first fiscal quarter of 2015 were $155.6 million, compared with $104.3 million at the end of the same quarter a year ago.
"We are very pleased with the financial results of our first fiscal quarter of 2015," said Fermi Wang, president and CEO. "During the first quarter we achieved revenue of $40.9 million, up 21% from the same period last year, driven by continued growth in our IP security camera business. We believe the expanding markets for innovative, high definition professional and consumer cameras will continue to give us the opportunity to grow our revenues in the year ahead."
Quarterly Conference Call
Ambarella, Inc. Announces First Quarter Fiscal 2015 Financial Results
First Quarter Revenue up 21% Year Over Year
.
GlobeNewswire
Ambarella, Inc.
28 minutes ago
.
.
..
.
.
SANTA CLARA, Calif., June 3, 2014 (GLOBE NEWSWIRE) -- Ambarella, Inc. (AMBA), a leading developer of low-power, HD video compression and image processing semiconductors, today announced financial results for its fiscal first quarter ended April 30, 2014.
Revenue for the first quarter of fiscal 2015 was $40.9 million, up 21% from $33.9 million in the same period in fiscal 2014. Gross margin under U.S. generally accepted accounting principles (GAAP) for the first quarter of fiscal 2015 was 62.5%, compared with 63.9% for the same period in fiscal 2014. GAAP net income for the first quarter of fiscal 2015 was $5.3 million, or $0.17 per diluted ordinary share, compared with GAAP net income of $4.7 million, or $0.16 per diluted ordinary share, for the same period in fiscal 2014.
Gross margin on a non-GAAP basis for the first quarter of fiscal 2015 was 62.7%, compared with 64.0% for the same period in fiscal 2014. Non-GAAP net income for the first quarter of fiscal 2015 was $7.8 million, or $0.25 per diluted ordinary share. This compares with non-GAAP net income of $6.2 million, or $0.21 per diluted ordinary share, for the same period in fiscal 2014.
Ambarella reports gross margin, net income and earnings per share in accordance with GAAP and, additionally, on a non-GAAP basis. Non-GAAP financial information excludes the impact of stock-based compensation and the associated tax impact. A reconciliation of the GAAP to non-GAAP gross margin, net income and earnings per share numbers, as well as a description of the items excluded from the non-GAAP calculations, is included in the financial statements portion of this press release.
Total cash and marketable securities on hand at the end of the first fiscal quarter of 2015 were $155.6 million, compared with $104.3 million at the end of the same quarter a year ago.
"We are very pleased with the financial results of our first fiscal quarter of 2015," said Fermi Wang, president and CEO. "During the first quarter we achieved revenue of $40.9 million, up 21% from the same period last year, driven by continued growth in our IP security camera business. We believe the expanding markets for innovative, high definition professional and consumer cameras will continue to give us the opportunity to grow our revenues in the year ahead."
Quarterly Conference Call
Kann jetzt sehr interessant werden da Gopro am 26. An die Börse kommt, Ambarella ist einer der Zulieferer, ich werde mir mal ein par ins Depot schmeißen!
ja, so ist das. Aber auch, aus anderen Gründen !! Ausstattung Sicherheitskameras, Drohnen, ..... bin gespannt.
So das läuft ja super, Gopro wird mir mind. 3 Mrd bewertet und Ambarella gerade mal mit 800 Mio, für mich jetzt ein klarer Kauf! Auf zu neuen Höchständen! Bin auch gespannt, dann auf spannende Wochen :-)
.. ja, bin schon einige Zeit dabei! Kooperation mit Google läuft ja auch bereits ! Scheint im Markt tatsächlich das beste Produkt zu sein !! Wir werden sehen.... Gruß B. Wir sind je nur zu zweit hier..... ist jetzt ein wenig unterhaltsamer... Hahaha
..by the way: Ich glaube, dass es in einigen Jahren kaum noch ein Auto gibt, bei dem keine Cameras - vorn und hinten - installiert sein werden. Im Luxussement ist dies ja bereits der Fall. Auch da ist Amba gut aufgestellt !!!!!!
Ja das stimmt die Einsatzgebiete werden größer BMW geht jetzt voran auch sehr interessant ist das die Kameras auch in der Feuerwehr schon Ihren Einsatz findet, Ambarella macht schon ordentlich Gewinn und hat richtig Potential! Warum hat eigentlich der Ceo vorher verkauft? Was ist das mit Googel für eine Kooperation? Ist das mit dieser Brille? GoogleGlas?
LG
LG
.. kann ich dir nicht sagen. Die Verkäufe laufen allerdings schon ne Weile !! Das war das zweite oder dritte mal, in einem halben Jahr. Aber wenn man noch 2Millionen Aktien hat, warum dann nicht auch mal Kohle machen ?? Ich weiß es nicht !! Nein, nicht Google - Gas, ist mir zumindest nicht bekannt. Google hat aber ne Firma gekauft, die Software herstellt um Home zu kontrollieren, Elektrik im Haus, um alles von außen steuern zu können, auch hierbei könnte Amba eine Rolle spielen, des Weiteren tragbare Kameras, de man - wie ne Art Brosche an die Kleidung heften kann, usw. Die Einsatzmöglichkeiten sind enorm....Fakt ist, dass Amba - zur Zeit, die beste Technik bietet.... wir werden sehen... Gruß B.
Ambarella macht einen sehr guten Eindruck, hatte ursprünglich vor in Gopro zu investieren, aber 3,4 Mrd ist schon mal eine Hausnummer, da ist mir Ambarella lieber, vor allem verdienen die auch an jeder verkauften Kamera und werden wenn Gopro steigt auch mitsteigen, dazu die Kooperation mit Google und auch die anderen Standbeine, Gopro hat bis jetzt nur die Actionkameras mal schaun was die mit der Kohle vom IPO machen!
Denke das wird jetzt deutlich nach oben gehen, ein toller Wachstumswert für einen fairen Preis!
Drücke alle Daumen die ich habe! LG
Denke das wird jetzt deutlich nach oben gehen, ein toller Wachstumswert für einen fairen Preis!
Drücke alle Daumen die ich habe! LG
Das ging jetzt fix die 30$ sind erreicht, auch das Volumen sieht ordentlich aus wirsind schon über den 10 Tages Durschnittsvolumen auch ein sehr Marktenger Wert mit gerade mal 29 Mio Shares! Wir werden uns wieder dem 52 Wochenhoch bei ca 36$ nähern
Die Hero4 soll diesen Sommer kommen
Gopro kommt am 26. an die Nasdaq
Die Hero4 soll diesen Sommer kommen
Gopro kommt am 26. an die Nasdaq
Mitte Juni ist es soweit: Die neue Actionpro X7 kommt auf den Markt! Laut Hersteller ist die X7 auch mit dem Ambarella S2 Chip ausgestattet, wie die GoPro Hero3 Black Edition. Damit sind hohe Bildraten auch bei Full HD Auflösung möglich. Der professionelle 12 Megapixel Sony Exmor® CMOS Sensor sorgt in Verbindung mit dem lichtstarken Präzisions-Glasobjektiv für ein perfektes Videobild.Die Actionpro ist ähnlich wie die GoPro eine sogenannte Kastenkamera, die in einem wasserdichten Gehäuse sitzt. Den Befestigungsmöglichkeiten der Actionpro X7 sind keine Grenzen gesetzt. Laut Hersteller sind die Halterungen von GoPro und für GoPro Kameras voll kompatibel, außerdem wir Actionpro eigene Halterungen für Brust, Helm, Stirn und Lenker auf den Markt bringen.Des weiteren wird als Zubehörangebot eine moderne Fernbedienung geben, die via LED-Signal Rückmeldung über den aktuellen Kamerastatus gibt.Die Actionpro X7 wird 349 Euro kosten und beeindruckt mit einem umfassenden Lieferumfang. Ein nützlicher LCD-Monitor ist in die Kamera integriert, ein WiFi Modul zur Steuerung via Smartphone ebenfalls. Weiter sind im Lieferumfang neben dem wasserdichten Gehäuse noch ein offenes Gehäuse, eine Befestigungsplatte für Boards und jede Menge Befestigungsarme und Klebepads enthalten.Wenn die Actionpro X7 in der Praxis das hält, was sie von ihrer technischen Ausstattung verspricht, bietet sie aufgrund des Preises und dem großen Lieferumfang ein konkurrenzfähiges Preis-Leistungs-Verhältnis und damit eine echte Alternative zur deutlich teureren GoPro Hero3 Black Edition.Die Actionpro X7 und sämtliches Zubehör können Sie über www.actioncam-onlineshop.com vom autorisierten Actionpro Händler SolidX GmbH beziehen.
Google übernimmt Dropcam, dort sind auch die Ambarella Chips drinne :-)
Ja, bekannt. Schön
Woher weisst du, dass im der actionpro x7 ein amba chip drin ist??????????
Actionpro x7 ist Sony !!!! ????
Actionpro X7 Actionkamera jagt die GoPro Hero 3 Black Edition
Ankündigung der neuen Actionpro X7 sorgt für Unruhe auf dem Actioncam Markt Mitte Juni ist es soweit: Die neue Actionpro X7 kommt auf den Markt!Die professionelle Sportkamera ist laut Hersteller mit dem neuen Ambarella S2 Chip ausgestattet und nutzt damit den selben Chip wie die bekannte GoPro Hero3 Black Edition. Damit sind hohe Bildraten auch bei Full HD Auflösung möglich. Der professionelle 12 Megapixel Sony Exmor® CMOS Sensor sorgt in Verbindung mit dem lichtstarken Präzisions-Glasobjektiv für ein perfektes Videobild der Actionpro X7.Die Actionpro ist ähnlich wie die GoPro eine sogenannte Kastenkamera, die in einem wasserdichten Gehäuse sitzt. Den Befestigungsmöglichkeiten der Actionpro X7 sind keine Grenzen gesetzt. Im Fachhandel gibt es bereits ein Fülle von Halterungen passend für die Actionpro X7, außerdem wird Actionpro eigene Halterungen für Brust, Helm, Stirn und Lenker auf den Markt bringen. Hier wird u.a. eine Zusammenarbeit mit dem US Unternehmen RAM Mount erwartet, welches sich auf Spezialhalterungen für mobile Geräte spezialisiert hat.Die Actionpro X7 wird laut Hersteller 349 Euro (UVP) kosten und beeindruckt mit einem umfassenden Lieferumfang. Ein nützlicher LCD-Monitor ist in die Kamera integriert, ein WiFi Modul zur Steuerung viaSmartphone ebenfalls. Weiter sind im Lieferumfang neben dem wasserdichten Gehäuse noch ein offenes Gehäuse, eine Befestigungsplatte für Boards und jede Menge Befestigungsarme und Klebepads enthalten.Wenn die Actionpro X7 in der Praxis das hält, was sie von ihrer technischen Ausstattung verspricht, bietet sie aufgrund des Preises und des großen Lieferumfang ein konkurrenzfähiges Preis-Leistungs-Verhältnis und damit eine echte Alternative zur deutlich teureren GoPro Hero3 Black Edition.Die Actionpro X7 und sämtliches Zubehör können Sie über www.actioncam-onlineshop.com (http://www.actioncam-onlineshop.com/) vom autorisierten Actionpro Händler SolidX GmbH beziehen.
Ankündigung der neuen Actionpro X7 sorgt für Unruhe auf dem Actioncam Markt Mitte Juni ist es soweit: Die neue Actionpro X7 kommt auf den Markt!Die professionelle Sportkamera ist laut Hersteller mit dem neuen Ambarella S2 Chip ausgestattet und nutzt damit den selben Chip wie die bekannte GoPro Hero3 Black Edition. Damit sind hohe Bildraten auch bei Full HD Auflösung möglich. Der professionelle 12 Megapixel Sony Exmor® CMOS Sensor sorgt in Verbindung mit dem lichtstarken Präzisions-Glasobjektiv für ein perfektes Videobild der Actionpro X7.Die Actionpro ist ähnlich wie die GoPro eine sogenannte Kastenkamera, die in einem wasserdichten Gehäuse sitzt. Den Befestigungsmöglichkeiten der Actionpro X7 sind keine Grenzen gesetzt. Im Fachhandel gibt es bereits ein Fülle von Halterungen passend für die Actionpro X7, außerdem wird Actionpro eigene Halterungen für Brust, Helm, Stirn und Lenker auf den Markt bringen. Hier wird u.a. eine Zusammenarbeit mit dem US Unternehmen RAM Mount erwartet, welches sich auf Spezialhalterungen für mobile Geräte spezialisiert hat.Die Actionpro X7 wird laut Hersteller 349 Euro (UVP) kosten und beeindruckt mit einem umfassenden Lieferumfang. Ein nützlicher LCD-Monitor ist in die Kamera integriert, ein WiFi Modul zur Steuerung viaSmartphone ebenfalls. Weiter sind im Lieferumfang neben dem wasserdichten Gehäuse noch ein offenes Gehäuse, eine Befestigungsplatte für Boards und jede Menge Befestigungsarme und Klebepads enthalten.Wenn die Actionpro X7 in der Praxis das hält, was sie von ihrer technischen Ausstattung verspricht, bietet sie aufgrund des Preises und des großen Lieferumfang ein konkurrenzfähiges Preis-Leistungs-Verhältnis und damit eine echte Alternative zur deutlich teureren GoPro Hero3 Black Edition.Die Actionpro X7 und sämtliches Zubehör können Sie über www.actioncam-onlineshop.com (http://www.actioncam-onlineshop.com/) vom autorisierten Actionpro Händler SolidX GmbH beziehen.
Na dann kann ja nichts schief gehn. Zeigt wohl auch, dass Amba - zumindest zur Zeit - dad Maß aller Dinge ist. DANKE klingt gut. Gruss B.
Aus yahoo-finance, heute:
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On Friday (June 20), smart thermostat company Nest (owned by Google (NASDAQ:GOOG)) announced that it is acquiring Dropcam, which makes home-monitoring cameras. Recode.net is reporting that the price tag is $555 million in cash.
The theme is obvious -- Google is upping its bet on the "Internet of Things," a.k.a. attaching the Internet to basically everything. (I just joined it myself with a Fitbit scale.)
Dropcam fits in here because it doesn't just make cameras; it also has a cloud storage service to archive video footage, which reduces the risk of commoditization and increases customer stickiness.
In its blog post, Nest insists that privacy (always a question with Google) won't be an issue. Data will not be shared with anyone (including Google) without the user's permission, and ads are not part of Nest and Dropcam's business strategy.
In terms of ancillary plays, GoPro and Ambarella (NASDAQ:AMBA) may benefit from this deal.
GoPro isn't yet public, but it makes action and sports cameras with a heavy Internet and social media bent. Its IPO is scheduled for Thursday.
And Ambarella makes camera modules for security and consumer cameras, including GoPro and Dropcam models.
Twitter: @MichaelComeau
This article was originally posted on the Buzz & Banter where subscribers
can follow over 30 professional traders as they share their ideas in real time. Want access to the Buzz plus unlimited market commentary? Click here to learn more about MVPRO+.
On Friday (June 20), smart thermostat company Nest (owned by Google (NASDAQ:GOOG)) announced that it is acquiring Dropcam, which makes home-monitoring cameras. Recode.net is reporting that the price tag is $555 million in cash.
The theme is obvious -- Google is upping its bet on the "Internet of Things," a.k.a. attaching the Internet to basically everything. (I just joined it myself with a Fitbit scale.)
Dropcam fits in here because it doesn't just make cameras; it also has a cloud storage service to archive video footage, which reduces the risk of commoditization and increases customer stickiness.
In its blog post, Nest insists that privacy (always a question with Google) won't be an issue. Data will not be shared with anyone (including Google) without the user's permission, and ads are not part of Nest and Dropcam's business strategy.
In terms of ancillary plays, GoPro and Ambarella (NASDAQ:AMBA) may benefit from this deal.
GoPro isn't yet public, but it makes action and sports cameras with a heavy Internet and social media bent. Its IPO is scheduled for Thursday.
And Ambarella makes camera modules for security and consumer cameras, including GoPro and Dropcam models.
Twitter: @MichaelComeau
Aus Yahoo - finance, Motley Fool:
Source:GoPro.
Ambarella (NASDAQ: AMBA ) seems to be hanging around the cool kids these days. Its two biggest clients -- wearable camera leader GoPro and surveillance camera speedster Dropcam -- are in the news right now, and Ambarella stands to be the welcome beneficiary in both cases.
Over the weekend we learned that Google's (NASDAQ: GOOG ) (NASDAQ: GOOGL ) recently acquired Nest has hatched a buyout of its own. The company behind the high-tech learning thermostats is confirming the purchase of Dropcam that third party sources price as a $555 million deal.
Later this week we should have GoPro making its stock market debut. The shares are expected to price between $21 and $24 after Wednesday's market close and begin trading shortly after Thursday's trading session begins.
Both of these events should pay off nicely for Ambarella which is the provider of video compression and image processing semiconductors for GoPro and Dropcam products. GoPro's IPO should help increase awareness in its high-def wearable cameras that are popular with outdoor enthusiasts and video bloggers. Consumer-facing companies often see a bump in popularity after a prolific IPO. It even happened to Google.
As for Dropcam, having Google as a parent -- or grandparent -- company will clearly help expand the global possibilities for the trendy surveillance cams that play along nicely with smartphone apps to stream video. An acquisition sometimes opens the door to a potential supplier shift, but that's highly unlikely here. Late last year Google struck a deal with Ambarella to help power its Helpouts platform for video support. In other words, Google has already vetted Ambarella's video chips.
Ambarella is on a roll. It may not seem cheap at 25 times this fiscal year's profit forecast and 20 times next year's target, but it's growing quickly. History has also proven those estimates to be conservative as Ambarella has surpassed expectations by 19% or better over the past year. Analyst estimates also have yet to include the favorable impact that Google's ownership of Dropcam should have on sales.
Along the way Ambarella will serve as a reasonably priced way to play GoPro's likely hot IPO, and diversification if the wearable camera maker slips or if growth slows. It will have Google doing the grunt work for its prospects to grow through Helpouts and Dropcam, and that's a good workhorse to have in your corner. Ambarella is in the right place at the right time -- at the right price.
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Rick Munarriz owns shares of Ambarella. The Motley Fool recommends Ambarella, Apple, Google (A shares), and Google (C shares). The Motley Fool owns shares of Ambarella, Apple, Google (A shares), and Google (C shares). Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.
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Source:GoPro.
Ambarella (NASDAQ: AMBA ) seems to be hanging around the cool kids these days. Its two biggest clients -- wearable camera leader GoPro and surveillance camera speedster Dropcam -- are in the news right now, and Ambarella stands to be the welcome beneficiary in both cases.
Over the weekend we learned that Google's (NASDAQ: GOOG ) (NASDAQ: GOOGL ) recently acquired Nest has hatched a buyout of its own. The company behind the high-tech learning thermostats is confirming the purchase of Dropcam that third party sources price as a $555 million deal.
Later this week we should have GoPro making its stock market debut. The shares are expected to price between $21 and $24 after Wednesday's market close and begin trading shortly after Thursday's trading session begins.
Both of these events should pay off nicely for Ambarella which is the provider of video compression and image processing semiconductors for GoPro and Dropcam products. GoPro's IPO should help increase awareness in its high-def wearable cameras that are popular with outdoor enthusiasts and video bloggers. Consumer-facing companies often see a bump in popularity after a prolific IPO. It even happened to Google.
As for Dropcam, having Google as a parent -- or grandparent -- company will clearly help expand the global possibilities for the trendy surveillance cams that play along nicely with smartphone apps to stream video. An acquisition sometimes opens the door to a potential supplier shift, but that's highly unlikely here. Late last year Google struck a deal with Ambarella to help power its Helpouts platform for video support. In other words, Google has already vetted Ambarella's video chips.
Ambarella is on a roll. It may not seem cheap at 25 times this fiscal year's profit forecast and 20 times next year's target, but it's growing quickly. History has also proven those estimates to be conservative as Ambarella has surpassed expectations by 19% or better over the past year. Analyst estimates also have yet to include the favorable impact that Google's ownership of Dropcam should have on sales.
Along the way Ambarella will serve as a reasonably priced way to play GoPro's likely hot IPO, and diversification if the wearable camera maker slips or if growth slows. It will have Google doing the grunt work for its prospects to grow through Helpouts and Dropcam, and that's a good workhorse to have in your corner. Ambarella is in the right place at the right time -- at the right price.
Instant access to 19 of our top recommendations -- just 2 clicks!
You’re just 2 clicks away from FREE instant access to a basket of valuable investing reports. Including “The New Industrial Revolution,” “Energy Tech's Unsung Hero,” “The New Golden Age of TV,” and “Stocks 2014” ... that's 19 premium stock picks in total. They’re all yours when you start investing better with Motley Fool Stock Advisor today. Secure our best offer, meet the research team that wowed the Wall Street Journal, and save a total of $486. Just click here when you’re ready to complete your deal. You’re just 2 clicks away from taking CONTROL of your family’s financial future. So don’t delay!
Rick Munarriz owns shares of Ambarella. The Motley Fool recommends Ambarella, Apple, Google (A shares), and Google (C shares). The Motley Fool owns shares of Ambarella, Apple, Google (A shares), and Google (C shares). Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.
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Hört sich echt gut an, denke das gibt noch einmal einen ordentlichen Umstzschub, ich werde auf jeden Fall drin bleiben, mal sehen ob ich in Gopro auch investiere, Ambarella ist auf jeden Fall ein sicheres Invest im Moment, Unternehmen ist Schuldenfrwi und hat 150 Mio Cash kann sein das balde noch eine übername kommt, auch finde ich Ambarella nicht zu teuer!
Antwort auf Beitrag Nr.: 47.195.954 von Alcocops am 23.06.14 19:47:36Ja, so ist das !!Schuldenfrei und 150 Millionen in der Kasse !! Ich werde definitiv drin bleiben. Was Google - Verbindung bringt, weiß man ja noch nicht. Was mich ein wenig wundert ist, dass die Amis noch nicht die neue Kamera von Sony auf dem Radar haben, bzw. darüber berichten...... Das ist doch ne Hausnummer, wenn selbst der Konkurrent von GoPro den Amba - Chip verwendet. Naja, wir werden sehn. Ich bleib definitiv drin. Mind. bis nächstes Jahr Dez. Gruß B.
Genau ich werde auch bis mind. Ende des Jahres drin bleiben und dann neu bewerten, im Moment alles tutti ich freue mich auf die nächsten Wochen auch über die Hero 4 die denke ich mal nach dem Börsengang kommen wird! Die Berichte werden noch kommen, vielleicht kommen demnächst auch neue Kursziele! LG
Aus Seeking Alpha, heute, Yahoo - finance:
Tech Stock's Pullback Is A Solid Opportunity (AMBA)
Jun. 24, 2014 10:30 AM ET | About: Ambarella (AMBA)
Disclosure: The author has no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. (More...)
Summary
Ambarella's shares are down 6% in 2014, however the company's prospects look bright.
Ambarella reported a strong quarter, which is a sign of better things to come.
New product launches will prove to be profitable for Ambarella.
Ambarella is also set to benefit from the GoPro IPO.
Ambarella (AMBA) is in a good position to benefit from growth in the adoption of wearable devices and action sports cameras. However, the company's performance in 2014 has been disappointing as its shares are down 6%. But a look at the company's recent results indicates that Ambarella looks poised for solid long-term gains, making it a good buy on the pullback. Let's take a look at its recent results and see why it could be a good investment.
Strong results
Ambarella reported an upbeat first quarter with total revenue amounting to $40.9 million, up 20.6% from the same quarter a year ago. Net income for the quarter was $7.8 million, which was more than the previous year quarter's net income of $6.2 million. The adjusted EPS was up 19% at $0.25, beating the analysts' estimate of $0.21 per share.
The expected revenue for the second quarter of fiscal 2015 is between $43.5 million and $45.5 million, 15% to 21% more than the second quarter revenue of the previous year. The estimated gross margin is between 61.5% and 63.5%.
Bright prospects
The professional and consumer IP security market is the principle driver behind the growth of Ambarella. Ambarella has seen success in the professional security camera market globally, and is leading across a wide range of product categories. It introduced its new S2L series of four HD camera SoCs designed for consumer, small businesses, and professional IP security camera applications recently, making it the first to be manufactured in the advanced 28 nanometer technology.
The company's S2L SmartAVC H.264 low bit-rate streaming technology helps reduce network bandwidth requirements to lower cloud facility costs and support the use of multiple cameras in home environments. It has artificially intelligent features such as intruder detection and breaking glass detection. The S2L's multi-exposure, high dynamic image processing delivers magnificent image quality even in harsh lighting conditions. The S2L dewarper, as the name suggests, corrects images captured from wide angle lenses so as to enable cameras that can cover a wide viewing area.
Ambarella proved its mettle during the International Security Exhibition and Exposition in April, when many leading professional security customers introduced new products based on Ambarella solutions. FLIR, a leading supplier of thermal images and professional IP security cameras introduced 31 new models of cameras based on Ambarella's SoCs.
Hikvision, one of the world's largest leading surveillance and equipment suppliers, introduced its new line of panoramic IP security cameras based on Ambarella's S2 camera SoC. Lorex, a leading global supplier of the security camera systems for homes and businesses, based in the U.S., introduced its Little Link portable HD WiFi video baby monitor based on Ambarella's low power A5s camera SoC.
Driven by innovation
The consumer IP security cameras launched during the quarter included Philips new insights and 120 wireless HD home monitor camera based on Ambarella's A5s camera SoC. The company expects continued growth in the IP security market due to the growing revenue from the production swindle of the ultra HD S2 chip, adoption of the new S2L SoCs, and the multiplication of A5s HD WiFi cameras.
In the wearable sports camera market, sales continue to be led by GoPro, with its successful Hero 3 plus camera models. Ambarella is expected to benefit from the popularity of GoPro's wearable cameras as GoPro completely depends on Ambarella for the supply of video compression and image processing chips.
Apart from wearable sports cameras, Ambarella is also developing wearable camera solutions for social networking and vertical market applications. The new Quadcopter is an exciting product category equipped with video cameras to capture views of buildings, wildlife, or sporting events. DJI Innovations, a leading supplier of HD video cameras in China, launched its Phantom 2 Vision Quadcopter with an integrated HD camera based on Ambarella's technology.
Ambarella recently introduced its latest MotorVu's Super HD reference design, which includes full exposure, high dynamic range at full HD resolution to boost visibility in low light conditions. Ambarella is taking up cameras with higher image quality and advanced features, and has new design wins with leading brands in China, Korea, Japan, and Taiwan. The company is working well in all its camera markets, including IP security, sports, and automotive cameras.
There's no denying the fact that Ambarella is the biggest GoPro supplier and GoPro's IPO will put Ambarella into the limelight and give it a much-needed boost. Also, GoPro recently intended on working with Microsoft to develop the GoPro Channel on Xbox Live. Hence, if GoPro sells its cameras to even a small percentage of the very large customer base of Xbox users, it is definitely going to benefit Ambarella.
Conclusion
Quite evidently, Ambarella is making solid moves to benefit from emerging technology such as wearables and camera applications. So, the company's recent drop looks like an opportunity for investors to buy more shares as it could be a good long-term investment.
Gruß B.
Tech Stock's Pullback Is A Solid Opportunity (AMBA)
Jun. 24, 2014 10:30 AM ET | About: Ambarella (AMBA)
Disclosure: The author has no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. (More...)
Summary
Ambarella's shares are down 6% in 2014, however the company's prospects look bright.
Ambarella reported a strong quarter, which is a sign of better things to come.
New product launches will prove to be profitable for Ambarella.
Ambarella is also set to benefit from the GoPro IPO.
Ambarella (AMBA) is in a good position to benefit from growth in the adoption of wearable devices and action sports cameras. However, the company's performance in 2014 has been disappointing as its shares are down 6%. But a look at the company's recent results indicates that Ambarella looks poised for solid long-term gains, making it a good buy on the pullback. Let's take a look at its recent results and see why it could be a good investment.
Strong results
Ambarella reported an upbeat first quarter with total revenue amounting to $40.9 million, up 20.6% from the same quarter a year ago. Net income for the quarter was $7.8 million, which was more than the previous year quarter's net income of $6.2 million. The adjusted EPS was up 19% at $0.25, beating the analysts' estimate of $0.21 per share.
The expected revenue for the second quarter of fiscal 2015 is between $43.5 million and $45.5 million, 15% to 21% more than the second quarter revenue of the previous year. The estimated gross margin is between 61.5% and 63.5%.
Bright prospects
The professional and consumer IP security market is the principle driver behind the growth of Ambarella. Ambarella has seen success in the professional security camera market globally, and is leading across a wide range of product categories. It introduced its new S2L series of four HD camera SoCs designed for consumer, small businesses, and professional IP security camera applications recently, making it the first to be manufactured in the advanced 28 nanometer technology.
The company's S2L SmartAVC H.264 low bit-rate streaming technology helps reduce network bandwidth requirements to lower cloud facility costs and support the use of multiple cameras in home environments. It has artificially intelligent features such as intruder detection and breaking glass detection. The S2L's multi-exposure, high dynamic image processing delivers magnificent image quality even in harsh lighting conditions. The S2L dewarper, as the name suggests, corrects images captured from wide angle lenses so as to enable cameras that can cover a wide viewing area.
Ambarella proved its mettle during the International Security Exhibition and Exposition in April, when many leading professional security customers introduced new products based on Ambarella solutions. FLIR, a leading supplier of thermal images and professional IP security cameras introduced 31 new models of cameras based on Ambarella's SoCs.
Hikvision, one of the world's largest leading surveillance and equipment suppliers, introduced its new line of panoramic IP security cameras based on Ambarella's S2 camera SoC. Lorex, a leading global supplier of the security camera systems for homes and businesses, based in the U.S., introduced its Little Link portable HD WiFi video baby monitor based on Ambarella's low power A5s camera SoC.
Driven by innovation
The consumer IP security cameras launched during the quarter included Philips new insights and 120 wireless HD home monitor camera based on Ambarella's A5s camera SoC. The company expects continued growth in the IP security market due to the growing revenue from the production swindle of the ultra HD S2 chip, adoption of the new S2L SoCs, and the multiplication of A5s HD WiFi cameras.
In the wearable sports camera market, sales continue to be led by GoPro, with its successful Hero 3 plus camera models. Ambarella is expected to benefit from the popularity of GoPro's wearable cameras as GoPro completely depends on Ambarella for the supply of video compression and image processing chips.
Apart from wearable sports cameras, Ambarella is also developing wearable camera solutions for social networking and vertical market applications. The new Quadcopter is an exciting product category equipped with video cameras to capture views of buildings, wildlife, or sporting events. DJI Innovations, a leading supplier of HD video cameras in China, launched its Phantom 2 Vision Quadcopter with an integrated HD camera based on Ambarella's technology.
Ambarella recently introduced its latest MotorVu's Super HD reference design, which includes full exposure, high dynamic range at full HD resolution to boost visibility in low light conditions. Ambarella is taking up cameras with higher image quality and advanced features, and has new design wins with leading brands in China, Korea, Japan, and Taiwan. The company is working well in all its camera markets, including IP security, sports, and automotive cameras.
There's no denying the fact that Ambarella is the biggest GoPro supplier and GoPro's IPO will put Ambarella into the limelight and give it a much-needed boost. Also, GoPro recently intended on working with Microsoft to develop the GoPro Channel on Xbox Live. Hence, if GoPro sells its cameras to even a small percentage of the very large customer base of Xbox users, it is definitely going to benefit Ambarella.
Conclusion
Quite evidently, Ambarella is making solid moves to benefit from emerging technology such as wearables and camera applications. So, the company's recent drop looks like an opportunity for investors to buy more shares as it could be a good long-term investment.
Gruß B.
Man Ambarella gibt Vollgas die Umsätze der Hammer über 1,7 Mio Shares bis jetzt
.. heute wurde GoPro Börsengang auf CNBC besprochen, ziemlich positiv !!!! Aber keiner sagte was von Sony !!! Keiner erwähnte, dass Ambarella auch die Chips für Sony liefert. Ist dies tatsächlich so ??? Werde skeptisch. Wenn ja, dann geht die Post ab, dann sehen wir dieses Jahr noch hohe Kurszuwachs... Gruß B.
... nach- bzw. vorbörslich in USA plus 7%, klingt ja vielversprechend... wir werden sehn. Gruß B. Hab an Motley Fool geschrieben, nachgehakt ob ihnen bekannt ist, dass in Actionpro X7, von Sony ebenfalls Ambarella drin ist. Bin mal auf die Antwort gespannt. Wenn dies der Fall ist, geht es up hier.
.. ich glaube dass dies so ist. Wenn es allerdings noch veröffentlicht wird, sehen wir höhere und auch stabilere Kurse.... Gruß B.
Ja da kommen bestimmt noch Berichte, Hammer IPO von GoPro ich werde dort erst einmal nicht investieren ist mir echt zu teuer, da freue ich mich lieber über Ambarella wenn GoPro wächst, verdient Ambarella auch und das Risiko ist um einiges besser :-)
Bin auf die neue Hero 4 gespannt
Bin auf die neue Hero 4 gespannt
.. ja, so sehe ich das auch !!! Vor allem auch auf Bericht von Sony Aceionpro X7 !!! Gruß B.
Gopro ist jetzt mit 4,4 Mrd bewertet hammer! Sieht so aus als ob die noch höher gehen, aber Ambarella wird in ein par Wochen auch stärker in den Fokus rücken, da bin ich mir sicher im Moment gibts nur Augen für Gopro die meisten wissen gar nicht wer Ambarella ist das kann sich durchaus bald ändern :-)
..mag sein. Denke, dass Gopro wieder abwärts geht. Wenn Haltefristen, etc. beendet sind. Ist jetzt auch zu teuer !! Es sei denn, sie lassen sich was neues einfallen, Internetplattform in irgend einer Weise.... Ambarella kann auch wieder etwas zurückkommen. Macht aber nichts, langfristig wohl top aufgestellt. Wir werden sehn, Gruß´B.
by the way, suche nach Artikeln von Actionpro x7, von Sony. Hast du da noch was gefunden?? Gute Zeit, Gruß B. Ach ja, ich weiß ja nicht, wie alt du bist. Wenn du dir allerdings ne gute Altersversorgung aufbauen willst, unbedingt Coloplast B. kaufen !!! Recherchiere mal. Weltklasse Langfristinvestment !! Denn: Menschheit wird wachsen, Menschheit wird älter !!!! Super !! Vielleicht interessiert es dich.
Von heute, 30.06. aus Seeking Alpha:
Klingt gut, ist alles drin, Gruß B.
Ambarella: The Next Big Tech Play That Investors Shouldn't Miss
Jun. 30, 2014 2:44 PM ET | About: Ambarella (AMBA), Includes: GPRO
Disclosure: The author has no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. (More...)
Summary
•Ambarella is set to benefit from GoPro following the IPO as the sports-camera maker is highly dependent on the chip maker.
•Ambarella's growth in automotive sets it up to benefit from the growing application of cameras in vehicles.
•Ambarella has a strong balance sheet, while an enticing valuation makes it a solid buy considering its expected earnings growth.
Action-camera maker GoPro (GPRO) had an outstanding IPO. The stock has soared since going public, currently commanding a valuation of almost $3 billion. One company that has benefited from this successful IPO is Ambarella (AMBA), which provides technology to the highly-popular sports action cameras of GoPro. Ambarella shares are up more than 17% in the last month, and it looks like the good times will continue as GoPro uses the proceeds of the IPO to expand and make the business even better.
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GoPro is a catalyst for Ambarella
As reported in GoPro's S-1 filing:
“
In particular, we incorporate video compression and image processing semiconductors from one provider, Ambarella, Inc., into all of our cameras, and we do not have an alternative supplier for these key components. If Ambarella stopped supplying components on acceptable terms, or at all, or we experienced delays in receipt of components from Ambarella, we would experience a significant disruption in our ability to produce our products, and our business would be materially and adversely affected.
This statement reflects the importance of Ambarella to GoPro. Since GoPro has been growing at a terrific pace, it can be expected that Ambarella continues growing along with its illustrious client. As reported by Reuters:
“
Videos taken using the company's wearable cameras have made a big splash on the Internet. The company says its videos attracted more than 1 billion views in the first quarter on YouTube, where its channel has 2 million subscribers.
Felix Baumgartner's record-setting 24-mile (39-km) jump from a stratospheric balloon was captured using a GoPro camera. That video has attracted nearly 16 million views on YouTube.
Olympic gold medal winning snow boarder Shaun White and 11-time world champion surfer Kelly Slater are among well-known athletes who have endorsed the cameras.
GoPro cameras have also become popular among bands such as The Rolling Stones and Foo Fighters. The company received an Emmy award in 2013 for its contribution to the television industry.
GoPro has seen solid growth in its ecosystem in the past few years. In fact, from 2012 to 2013, the number of videos having GoPro in the title grew 60%. It reportedly brought in $1 billion in revenue in 2013, double of what it did in 2012, selling over 3.8 million HD cameras in 2013. In addition, GoPro has a strong list of patents in order to sustain its growth. According to TheStreet:
“
GoPro said in its prospectus it has 42 issued patents and 68 patent applications pending in the U.S., and 15 corresponding issued patents and 12 patent applications pending in foreign countries. Those patents include designs for camera's and software, in addition to physical structures, image processing, operational firmware and other types of software.
Ambarella on a solid growth track
Hence, it can be expected that GoPro continues its rapid growth going forward, and Ambarella should continue seeing an improvement in its own financials as a result. The company is already reporting solid growth. For example, its revenue in the first quarter increased 21% year over year to $40.9 million. Its net income also increased to $7.8 million from $6.2 million last year. Going forward, the company is making a lot of moves to improve further, primarily by way of innovation.
Ambarella deals in five areas, namely security IP cameras, wearable cameras, sports cameras, automotive cameras, and broadcast infrastructure solution.
Ambarella saw considerable strength in its security IP cameras. Many of the leading customers in this industry, such as FLIR (FLIR) and Hikvision introduced new products, which were based on Ambarella's technology. FLIR introduced 31 new camera models based on Ambarella's solution. In addition, Hikvision, one of the world's leading surveillance and equipment suppliers, introduced its new line of panoramic IP security cameras, which is based on Ambarella's S2 camera SoC.
Lorex (LOXFF) is another leading supplier of security camera systems. It introduced its new model, Little Link portable HD WiFi video baby monitor, which is based on Ambarella's low power A5s camera SoC. The little link camera enables live remote viewing on smartphones or tablets. Moreover, as the camera is cordless, it can be taken out and used in other locations. Going forward, Ambarella anticipates great opportunities in the consumer security market.
Focus on innovation
Keeping this in mind, the company is constantly focused on improving its technology, which is one of the key drivers of its growth. So, Ambarella introduced S2L SmartAVC H.264, which is a low bitrate streaming technology. This reduces network bandwidth requirements that will consequently lower cloud facility costs and support the use of multiple cameras in home environments. Moreover, S2L's multi-exposure, high dynamic image processing technology delivers robust image quality even in challenging lighting conditions.
Talking about the wearable sports camera market, Ambarella continued with its solid sales momentum, mainly led by GoPro. Particularly, it's Hero 3 Plus camera models were a big hit among the users.
Talking about its automotive market, the company is doing well in some areas, while some are under pressure. Ambarella is facing challenges in Russia and price pressure in China. However, it is gaining momentum in Korea, Japan, and Taiwan, with orders from leading automotive brands.
Overall, the company expects solid momentum in all of its camera markets going forward, including IP security, sports, and automotive cameras. Moreover, the launch of the S2L camera SoC will further enhance its prospects in the security market.
Valuation and takeaway
Another reason to consider Ambarella is its solid valuation. Ambarella currently has a trailing P/E of 36, and its forward P/E looks attractive at 21, which indicates that its earnings will increase in the future. In addition, the company is debt-free and has $155 million in cash, giving it enough flexibility to continue innovating. Moreover, according to analysts, Ambarella's earnings are expected to grow 25.6% next year, which doesn't come as a surprise given its end-market prospects. So, investors should definitely consider Ambarella for their portfolio as it looks set to benefit from the camera market.
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Klingt gut, ist alles drin, Gruß B.
Ambarella: The Next Big Tech Play That Investors Shouldn't Miss
Jun. 30, 2014 2:44 PM ET | About: Ambarella (AMBA), Includes: GPRO
Disclosure: The author has no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours. (More...)
Summary
•Ambarella is set to benefit from GoPro following the IPO as the sports-camera maker is highly dependent on the chip maker.
•Ambarella's growth in automotive sets it up to benefit from the growing application of cameras in vehicles.
•Ambarella has a strong balance sheet, while an enticing valuation makes it a solid buy considering its expected earnings growth.
Action-camera maker GoPro (GPRO) had an outstanding IPO. The stock has soared since going public, currently commanding a valuation of almost $3 billion. One company that has benefited from this successful IPO is Ambarella (AMBA), which provides technology to the highly-popular sports action cameras of GoPro. Ambarella shares are up more than 17% in the last month, and it looks like the good times will continue as GoPro uses the proceeds of the IPO to expand and make the business even better.
5,174 people received this article by email alert
Add your email to get alerts on AMBA too:
Get email alerts on AMBA »
GoPro is a catalyst for Ambarella
As reported in GoPro's S-1 filing:
“
In particular, we incorporate video compression and image processing semiconductors from one provider, Ambarella, Inc., into all of our cameras, and we do not have an alternative supplier for these key components. If Ambarella stopped supplying components on acceptable terms, or at all, or we experienced delays in receipt of components from Ambarella, we would experience a significant disruption in our ability to produce our products, and our business would be materially and adversely affected.
This statement reflects the importance of Ambarella to GoPro. Since GoPro has been growing at a terrific pace, it can be expected that Ambarella continues growing along with its illustrious client. As reported by Reuters:
“
Videos taken using the company's wearable cameras have made a big splash on the Internet. The company says its videos attracted more than 1 billion views in the first quarter on YouTube, where its channel has 2 million subscribers.
Felix Baumgartner's record-setting 24-mile (39-km) jump from a stratospheric balloon was captured using a GoPro camera. That video has attracted nearly 16 million views on YouTube.
Olympic gold medal winning snow boarder Shaun White and 11-time world champion surfer Kelly Slater are among well-known athletes who have endorsed the cameras.
GoPro cameras have also become popular among bands such as The Rolling Stones and Foo Fighters. The company received an Emmy award in 2013 for its contribution to the television industry.
GoPro has seen solid growth in its ecosystem in the past few years. In fact, from 2012 to 2013, the number of videos having GoPro in the title grew 60%. It reportedly brought in $1 billion in revenue in 2013, double of what it did in 2012, selling over 3.8 million HD cameras in 2013. In addition, GoPro has a strong list of patents in order to sustain its growth. According to TheStreet:
“
GoPro said in its prospectus it has 42 issued patents and 68 patent applications pending in the U.S., and 15 corresponding issued patents and 12 patent applications pending in foreign countries. Those patents include designs for camera's and software, in addition to physical structures, image processing, operational firmware and other types of software.
Ambarella on a solid growth track
Hence, it can be expected that GoPro continues its rapid growth going forward, and Ambarella should continue seeing an improvement in its own financials as a result. The company is already reporting solid growth. For example, its revenue in the first quarter increased 21% year over year to $40.9 million. Its net income also increased to $7.8 million from $6.2 million last year. Going forward, the company is making a lot of moves to improve further, primarily by way of innovation.
Ambarella deals in five areas, namely security IP cameras, wearable cameras, sports cameras, automotive cameras, and broadcast infrastructure solution.
Ambarella saw considerable strength in its security IP cameras. Many of the leading customers in this industry, such as FLIR (FLIR) and Hikvision introduced new products, which were based on Ambarella's technology. FLIR introduced 31 new camera models based on Ambarella's solution. In addition, Hikvision, one of the world's leading surveillance and equipment suppliers, introduced its new line of panoramic IP security cameras, which is based on Ambarella's S2 camera SoC.
Lorex (LOXFF) is another leading supplier of security camera systems. It introduced its new model, Little Link portable HD WiFi video baby monitor, which is based on Ambarella's low power A5s camera SoC. The little link camera enables live remote viewing on smartphones or tablets. Moreover, as the camera is cordless, it can be taken out and used in other locations. Going forward, Ambarella anticipates great opportunities in the consumer security market.
Focus on innovation
Keeping this in mind, the company is constantly focused on improving its technology, which is one of the key drivers of its growth. So, Ambarella introduced S2L SmartAVC H.264, which is a low bitrate streaming technology. This reduces network bandwidth requirements that will consequently lower cloud facility costs and support the use of multiple cameras in home environments. Moreover, S2L's multi-exposure, high dynamic image processing technology delivers robust image quality even in challenging lighting conditions.
Talking about the wearable sports camera market, Ambarella continued with its solid sales momentum, mainly led by GoPro. Particularly, it's Hero 3 Plus camera models were a big hit among the users.
Talking about its automotive market, the company is doing well in some areas, while some are under pressure. Ambarella is facing challenges in Russia and price pressure in China. However, it is gaining momentum in Korea, Japan, and Taiwan, with orders from leading automotive brands.
Overall, the company expects solid momentum in all of its camera markets going forward, including IP security, sports, and automotive cameras. Moreover, the launch of the S2L camera SoC will further enhance its prospects in the security market.
Valuation and takeaway
Another reason to consider Ambarella is its solid valuation. Ambarella currently has a trailing P/E of 36, and its forward P/E looks attractive at 21, which indicates that its earnings will increase in the future. In addition, the company is debt-free and has $155 million in cash, giving it enough flexibility to continue innovating. Moreover, according to analysts, Ambarella's earnings are expected to grow 25.6% next year, which doesn't come as a surprise given its end-market prospects. So, investors should definitely consider Ambarella for their portfolio as it looks set to benefit from the camera market.
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Hi cooler Bericht klingt hervorragend, heute sind schon einige aus Gopro raus und in Ambarella rein kommt langsam wieder auf dem Radar, sorry das ich mich recht späth melde war mit Gopro beschäftigt habe dort einiges verdient und habe gestern schon in Ambarella umgeschichtet, leider habe ich keinen Artikel diesbezüglich der Sony Kamera gefunden, auf cnbc kannste den Ceo von Ambarella anschauen! Video ist von heute :-)
LG
LG
.. ja, Bericht von CEO kenn ich bereits. Denke, hier sind - im laufe von 1 - 2 Jahren locker 50 - 100% drin, wenn nicht mehr. Brauchst dich nicht zu entschuldigen, alles i.O. Gruß B.
Ja das würde mich auch nicht wundern wenn wir Ende des Jahres auf 60-70$ stehen, denke die Hero 4 wird ein mega Erfolg werden, dazu noch die Google phantasie mit Google, es bleibt auf jeden Fall sehr spannend, balde kommt der Angriff aufs Alltime High
LG
LG
Hatte an Sony geschrieben, und hier ist die Antwort:
"Hallo Hr. Reimann, die X7 verwendet ebenfalls den Ambarella Chipsatz, im Gegensatz zu Konkurrenz aber keinen Samsung Bildsensor, sondern den Sony Exmor mit Hintergrundbeleuchtun. Das bringt uns vor allem bei der Farbwiedergabe und dem Rauschverhalten bei schlechtem Licht Vorteile. Die X7 ist verfügbar, zum Beispiel bei uns im Shop" Zitat Ende. Na wer sagt's denn. Ergo, die Konkurrenz ist gar keine. Ganz im Gegenteil. Denke nicht, dass dies schon viele auf dem Radar haben. Gruß B.
"Hallo Hr. Reimann, die X7 verwendet ebenfalls den Ambarella Chipsatz, im Gegensatz zu Konkurrenz aber keinen Samsung Bildsensor, sondern den Sony Exmor mit Hintergrundbeleuchtun. Das bringt uns vor allem bei der Farbwiedergabe und dem Rauschverhalten bei schlechtem Licht Vorteile. Die X7 ist verfügbar, zum Beispiel bei uns im Shop" Zitat Ende. Na wer sagt's denn. Ergo, die Konkurrenz ist gar keine. Ganz im Gegenteil. Denke nicht, dass dies schon viele auf dem Radar haben. Gruß B.
Das sind ja tolle Nachrichten! Ja man findet fast überhaupt keine Berichte, die aber bestimmt noch kommen werden, da bin ich mir sicher, es wird auch schon spekuliert das Ambarella ein Interessnter übernahmekanditat sein könnte ich suche den Bericht mal raus!
LG
LG
Justin Solomon | CNBCAmbarella chip inside a GoPro Hero3 camera.Chipmaker Ambarella may be small relative to its competitors, but the company is attracting more interest due to a surging stock and a few high-profile clients.The company makes chips that process high-quality video for a variety of companies including camera maker GoPro—whose stock has surged since going public last week—and search giant Google. It's still small—its market cap is about $900 million—but the stock has soared more than 95 percent in the past 12 months as investors cheered its growth prospects.Fermi Wang, the company's CEO, says he first met GoPro founder and CEO Nick Woodman five years ago at the Consumer Electronics Show."Since then, we have been working together closely with the GoPro team on all of their camera products," Wang tells CNBC. Wang founded Ambarella in 2004, and the company went public in 2012.Kevin Cassidy at Stifel Nicolaus, who covers Ambarella, estimates that GoPro now represents about 25 percent of the company's business.On Google wearables, Cassidy says Ambarella won a contract to be part of Google's "Helpouts" services, which include a customer service person helping with fixing your car, or taking Yoga or Piano lessons through a small video camera linked to a Wi-Fi or Bluetooth network.Read MoreCramer: GoPro stock is in a "sweet spot"The main driver for Ambarella's business, however, is the security and surveillance market, said Wang. Clients such as FLIR Systems and leading surveillance equipment suppliers like Hikvision rely on Ambarella's technology.IP security cameras constitute 45 percent of its business, and that segment—which is growing 25 percent year-over-year—is "a bigger growth engine than GoPro," Cassidy said. Axis Communications of Sweden is its biggest customer, and it has some smaller clients in China, he said.Dashboard cameras are for now a small part of its business, but growing popularity in China and Eastern Europe and the possibility that more auto manufacturers could begin installing them points to another potential big growth engine for the company, Cassidy said.Wang also believes there is opportunity in the growing market for drones, as manufacturers increasingly look to equip these unmanned aerial vehicles with miniature HD-quality cameras.Not everyone sees a completely rosy growth forecast for the company, though. After the stock's strong run, analysts at Deutsche Bank now argue that much of the good news in this story is already priced in. Plus,the entire semiconductor market has been on a tear lately, and some analysts believe that run is about over.Read MoreWhy semiconductor stocks may be ready for a fallAlso, the company specializes in a very competitive market, where it has to go head-to-head with rivals such as Texas Instruments and Xilinx.But other analysts such as Suji De Silva of Topeka Capital Markets say Ambarella has competitive advantages, for example chips that are more power efficient than competitors.Bulls on the stock are also fans of Ambarella's management team. Wang boasts a strong background in semiconductor design, and he has already founded and sold one company called Afara Websystems.So is Ambarella an acquisition target? Cassidy thinks that tech giants or other chip companies could be interested in buying the company.Cassidy says that the Wang and his partner have sold two other companies and he sees Ambarella as a "possible acquisition candidate.""Qualcomm, Nvidia or Intel are possible candidates, and I wouldn't rule out Google or Facebook, either," he saidA representative for Ambarella did not respond to requests for comment on whether they'd be willing to be acquired.
Antwort auf Beitrag Nr.: 47.263.350 von Alcocops am 04.07.14 20:13:05Ja, weil der Gründer bereits zwei andere Firmen gegründet und erfolgreich verkauft hat. Schade, hab gerade keine Kohle, zum Nachlegen. Gute Zeit, Gruß B.
Axis ist wohl Weltmarktführer in diesem Bereich ?? !! Wachstum auch 22% im Jahr.
Aus deren Presseveröffentlichung:Axis maintains their position as the global market leader in network video
Axis Communications continues to hold a global market-leading position in network video, according to two new independent market research reports.
“We continue to strengthen our presence in the Americas and EMEA. We are committed to our long-term strategy of continuously releasing innovative network video products and offering intelligent security solutions in a global market together with our partners,” says Ray Mauritsson, President of Axis Communications.
In the Americas and EMEA regions, Axis maintains its leading market share position in security cameras, network cameras and video encoders, according to the latest analysis from the IHS Technology Video Surveillance Intelligence Service. Due to the convergence from analog to digital installations, Axis has increased its security camera market share in the Americas and EMEA regions and strengthened its leading position in relation to the second ranked vendor.
The network video market will grow by 22 percent annually until 2018, according to IHS. TSR estimates the network video market growth to be 16 percent yearly until 2017.
“Both reports highlight the growth in the global network camera market and clearly show that interest in network camera installations is increasing. The range of predicted growth corresponds well with our current view of the global market” says Ray Mauritsson.
IHS
IHS (NYSE: IHS) is the leading source of information, insight and analytics in critical areas that shape today’s business landscape. The IHS Technology Video Surveillance Intelligence Service affords comprehensive global analysis including market share reporting as well as equipment and market forecasts.
Techno Systems Research Co., Ltd
Techno Systems Research Co., Ltd. (TSR) is a Japanese independent company of market research and consultancy to the global electronics industry. TSR is a major marketing research company located in Japan. TSR provides market data, market analysis, and market prospect to help customer to make decisions. The TSR report “2013 Network Camera Marketing Research Report” is based on 2013 market research.
Aus deren Presseveröffentlichung:Axis maintains their position as the global market leader in network video
Axis Communications continues to hold a global market-leading position in network video, according to two new independent market research reports.
“We continue to strengthen our presence in the Americas and EMEA. We are committed to our long-term strategy of continuously releasing innovative network video products and offering intelligent security solutions in a global market together with our partners,” says Ray Mauritsson, President of Axis Communications.
In the Americas and EMEA regions, Axis maintains its leading market share position in security cameras, network cameras and video encoders, according to the latest analysis from the IHS Technology Video Surveillance Intelligence Service. Due to the convergence from analog to digital installations, Axis has increased its security camera market share in the Americas and EMEA regions and strengthened its leading position in relation to the second ranked vendor.
The network video market will grow by 22 percent annually until 2018, according to IHS. TSR estimates the network video market growth to be 16 percent yearly until 2017.
“Both reports highlight the growth in the global network camera market and clearly show that interest in network camera installations is increasing. The range of predicted growth corresponds well with our current view of the global market” says Ray Mauritsson.
IHS
IHS (NYSE: IHS) is the leading source of information, insight and analytics in critical areas that shape today’s business landscape. The IHS Technology Video Surveillance Intelligence Service affords comprehensive global analysis including market share reporting as well as equipment and market forecasts.
Techno Systems Research Co., Ltd
Techno Systems Research Co., Ltd. (TSR) is a Japanese independent company of market research and consultancy to the global electronics industry. TSR is a major marketing research company located in Japan. TSR provides market data, market analysis, and market prospect to help customer to make decisions. The TSR report “2013 Network Camera Marketing Research Report” is based on 2013 market research.
bin gestern mal eingestiegen... möglicherweise vielleicht etwas zu früh.
Antwort auf Beitrag Nr.: 47.276.850 von snitch am 08.07.14 12:15:02Hey, willkommen im Club, macht nichts, ging mir auch so. Langfristig sicher kein Fehler. Wir sehen noch in diesem Jahr höherer Kurse. Es sei denn, es gibt nen Crash. Dann erstrecht nachkaufen. Gruß B.
Aus Yahoo-finance:
Chipmaker Ambarella (NASDAQ:AMBA) is a leading developer of low-power, high-definition video processors. Its chips are in wearable sports cameras, including those from newly public GoPro (NASDAQ:GPRO), which launched its initial public offering on June 26 at 24 a share. Ambarella chips are also in security cameras, auto video systems and TV broadcast systems.
Ambarella's stock carries a best-possible 99 IBD Composite Rating and is also on the IBD 50 list of top-rated stocks.
Read More At Investor's Business Daily: http://news.investors.com/technology/070914-707899-nxp-semic…
Follow us: @IBDinvestors on Twitter | InvestorsBusinessDaily on Facebook
Chipmaker Ambarella (NASDAQ:AMBA) is a leading developer of low-power, high-definition video processors. Its chips are in wearable sports cameras, including those from newly public GoPro (NASDAQ:GPRO), which launched its initial public offering on June 26 at 24 a share. Ambarella chips are also in security cameras, auto video systems and TV broadcast systems.
Ambarella's stock carries a best-possible 99 IBD Composite Rating and is also on the IBD 50 list of top-rated stocks.
Read More At Investor's Business Daily: http://news.investors.com/technology/070914-707899-nxp-semic…
Follow us: @IBDinvestors on Twitter | InvestorsBusinessDaily on Facebook
Aus Yahoo - finance. Zwar nicht ganz aktuell, aber sehr aussagekräftig:
Big profits coming in wearables, drones and robotics
July 14, 2014, 1:21 PM ET
By Cody Willard
Does anyone out there actually doubt that wearables (and drones and robotics) are going to create whole new billion dollar markets for chip vendors, software and application companies, gadget makers, and so on?
I received hundreds of skeptical and often ad hominem emails and thousands of comments from readers and viewers when I used to tout the coming App Revolution and the billion-dollar market places it would create back when I was predicting such things in 2009-2011.
Our job as analysts and investors isn’t to judge what people do, but to analyze the trends of what they are doing and what they will be doing in the future, whether we approve or not. I’m not sure I want to be filmed everywhere I go by people wearing cameras all over their bodies to record their lives, but it’s going to happen whether I like it or not. I don’t like all the cameras I get filmed with in public places on a daily basis already, but that doesn’t mean I ignore it in my analysis.
So with robots, drones and wearables all set to become recording devices, I analyze the best ways to profit from those trends as an investor. I know already that I’ll get hundreds of skeptical and often ad hominem emails and thousands of comments from readers and viewers when I tout the wearables, drones and robotics revolutions and the billion-dollar market places they will create.
Looking past how annoying and invasive all these Little Brothers watching you will be as robots, wearables and drones record our every moves in public and often in private, you can’t help but see the coming explosion in demand for the components that record, store and transmit that video. I picture a company taking the YouTube model to the next level and enabling nearly real-time and constant streaming of all those recording devices. I sure hope GoPro GPRO +4.64% is starting to think about these kinds of models as it pivots to media.
You can imagine the consumer demand for such a feature being provided on athletes, performers and even TV news field reporters as they compete/perform/report, can’t you? I’ll have much more on this centralized broadcasting/streaming concept in coming months and years as it develops.
You should be very excited about the profits that are about to be made in these Wearables, Drones and Robotics Revolutions. I’ve spent the last six months researching and analyzing these burgeoning industries and the companies that will benefit the most from the coming explosion in demand and I’m putting the finishing touches on my next book right now called “Wearables, Drones and Robotics Revolutions” this week. The reality of these coming marketplaces is just now about to start hitting the markets and will likely build to a frenzy over the next handful of years, following a similar pattern as the aforementioned App Revoluion. I’ve started slowly building positions in a few of these stocks and I’ve recently highlighted a few of these stocks, including Ambarella AMBA +0.02% and Invensense INVN +0.21% for you Marketwatch Cody Word readers too.
Stay tuned for much more on this in coming weeks and months as we move heavier in front of these coming trends and, yes, revolutions.
Cody Willard writes Revolution Investing for MarketWatch, posts the trades from his personal account at TradingWithCody.com, which is not affiliated with MarketWatch, and is the largest shareholder in Scutify‘s parent company, Wall Street All-Stars. At the time of publication, Cody was net long physical gold and silver. Follow Cody on Twitter at twitter.com/codywillard.
More from MarketWatch:
13 companies where drones are part of everyday life
6 ‘facts’ that stock-market bulls are wrong about
Three reasons why big investors are betting on housing
chips,
drones,
Robotics,
semis,
streaming,
video,
wearables
Ich denke, wir können uns ganz entspannt zurücklehnen und abwarten. Ich zumindest werde dies tun. Gruß B.
Big profits coming in wearables, drones and robotics
July 14, 2014, 1:21 PM ET
By Cody Willard
Does anyone out there actually doubt that wearables (and drones and robotics) are going to create whole new billion dollar markets for chip vendors, software and application companies, gadget makers, and so on?
I received hundreds of skeptical and often ad hominem emails and thousands of comments from readers and viewers when I used to tout the coming App Revolution and the billion-dollar market places it would create back when I was predicting such things in 2009-2011.
Our job as analysts and investors isn’t to judge what people do, but to analyze the trends of what they are doing and what they will be doing in the future, whether we approve or not. I’m not sure I want to be filmed everywhere I go by people wearing cameras all over their bodies to record their lives, but it’s going to happen whether I like it or not. I don’t like all the cameras I get filmed with in public places on a daily basis already, but that doesn’t mean I ignore it in my analysis.
So with robots, drones and wearables all set to become recording devices, I analyze the best ways to profit from those trends as an investor. I know already that I’ll get hundreds of skeptical and often ad hominem emails and thousands of comments from readers and viewers when I tout the wearables, drones and robotics revolutions and the billion-dollar market places they will create.
Looking past how annoying and invasive all these Little Brothers watching you will be as robots, wearables and drones record our every moves in public and often in private, you can’t help but see the coming explosion in demand for the components that record, store and transmit that video. I picture a company taking the YouTube model to the next level and enabling nearly real-time and constant streaming of all those recording devices. I sure hope GoPro GPRO +4.64% is starting to think about these kinds of models as it pivots to media.
You can imagine the consumer demand for such a feature being provided on athletes, performers and even TV news field reporters as they compete/perform/report, can’t you? I’ll have much more on this centralized broadcasting/streaming concept in coming months and years as it develops.
You should be very excited about the profits that are about to be made in these Wearables, Drones and Robotics Revolutions. I’ve spent the last six months researching and analyzing these burgeoning industries and the companies that will benefit the most from the coming explosion in demand and I’m putting the finishing touches on my next book right now called “Wearables, Drones and Robotics Revolutions” this week. The reality of these coming marketplaces is just now about to start hitting the markets and will likely build to a frenzy over the next handful of years, following a similar pattern as the aforementioned App Revoluion. I’ve started slowly building positions in a few of these stocks and I’ve recently highlighted a few of these stocks, including Ambarella AMBA +0.02% and Invensense INVN +0.21% for you Marketwatch Cody Word readers too.
Stay tuned for much more on this in coming weeks and months as we move heavier in front of these coming trends and, yes, revolutions.
Cody Willard writes Revolution Investing for MarketWatch, posts the trades from his personal account at TradingWithCody.com, which is not affiliated with MarketWatch, and is the largest shareholder in Scutify‘s parent company, Wall Street All-Stars. At the time of publication, Cody was net long physical gold and silver. Follow Cody on Twitter at twitter.com/codywillard.
More from MarketWatch:
13 companies where drones are part of everyday life
6 ‘facts’ that stock-market bulls are wrong about
Three reasons why big investors are betting on housing
chips,
drones,
Robotics,
semis,
streaming,
video,
wearables
Ich denke, wir können uns ganz entspannt zurücklehnen und abwarten. Ich zumindest werde dies tun. Gruß B.
ich bin da mal wieder eher pessimistisch. Erst heute wieder Berichte über Insiderverkäufe. Naja wenigstens hat die GoPro Aktie zum Tagesstart gleich mal wieder 10% zugelegt.
Antwort auf Beitrag Nr.: 47.313.386 von snitch am 15.07.14 16:12:19ja, bin über die Insiderverkäufe auch nicht erfreut. Wenn man allerdings in einem Jahr so viel Kohle gemacht hat, warum nicht mal Kasse machen ?? Ich denke, die nächsten 2 - 3 Quartale werden zeigen, wohin die Reise geht. So lange halte ich sie auf jeden Fall. Gruß B.
GoPro hat Erwartungen nicht erfüllt, wird abgestraft. Da kann Ambarella nicht unberührt bleiben.
GoPro Inc. (GPRO), in its first earnings release as a public company, reported a wider quarterly loss, helping to send shares down as much as 13 percent.
The net loss was $19.8 million, wider than the $5.1 million from a year earlier, the company said in a statement today. Excluding some items, it posted a profit of 8 cents a share, compared with analysts’ projection of 7 cents a share.
Sales rose 38 percent to $244.6 million in the second quarter, topping the average analysts’ estimate of $238.1 million, according to data compiled by Bloomberg.
The San Mateo, California-based company went public last month at $24 and its shares have since soared. That has resulted in investors taking profits from the rise, said Alex Gauna, an analyst at JMP Securities.
“It looks clean to me,” Gauna said in an interview. “Maybe there’s some profit-taking from people who thought they’d get even more. Plus, there was a huge move ahead of this announcement.”
Shares dropped as low as $41.70 in extended trading after rising 3.6 percent to $47.97 at the close in New York. The stock has almost doubled since its June IPO.
The company sells tiny video cameras that surfers, hang-gliders and other adventurers strap onto their bodies to record their exploits. GoPro has also been trying to parlay the content into a media strategy to make money from advertising and partnerships.
GoPro Inc. (GPRO), in its first earnings release as a public company, reported a wider quarterly loss, helping to send shares down as much as 13 percent.
The net loss was $19.8 million, wider than the $5.1 million from a year earlier, the company said in a statement today. Excluding some items, it posted a profit of 8 cents a share, compared with analysts’ projection of 7 cents a share.
Sales rose 38 percent to $244.6 million in the second quarter, topping the average analysts’ estimate of $238.1 million, according to data compiled by Bloomberg.
The San Mateo, California-based company went public last month at $24 and its shares have since soared. That has resulted in investors taking profits from the rise, said Alex Gauna, an analyst at JMP Securities.
“It looks clean to me,” Gauna said in an interview. “Maybe there’s some profit-taking from people who thought they’d get even more. Plus, there was a huge move ahead of this announcement.”
Shares dropped as low as $41.70 in extended trading after rising 3.6 percent to $47.97 at the close in New York. The stock has almost doubled since its June IPO.
The company sells tiny video cameras that surfers, hang-gliders and other adventurers strap onto their bodies to record their exploits. GoPro has also been trying to parlay the content into a media strategy to make money from advertising and partnerships.
Aus "MARKET-WATSCH" USA:
In 2009, I started writing columns about what I was calling the App Revolution. I made predictions about the potential size, scope and growth of apps, smartphones and tablets, and how they would change our lives forever.
Most of my predictions like “the ultimate size of a market that will entail billions of people using trillions of apps” from back then seemed outrageous at the time.
Now they seem prescient:
“When you find the single largest target market in the history of the planet, it’s time to get excited by apps. I’ve certainly been obsessed with all things apps since I started looking at the growth ahead and the ultimate size of a market that will entail billions of people using trillions of apps. Seriously, those are real numbers…”
I explained to people that apps were going to become the “largest target market in the history of the planet.” Even though we all use apps and even though the App Revolution did indeed change everything and become the largest target market in the history of the world, I’ve just come to the realization that the App Revolution is actually just getting started. The Wearables Revolution, which only works because we’ve become such an app-centric economy, is going to make an even bigger impact than the Smartphone and Tablet Revolutions did with apps.
That is, wearables are to the smartphone and tablet what the smartphone and tablet were to PCs. Wearable technology that keeps people and companies connected to the Internet through simple-to-use apps is the single most evolutionarily revolutionary technology to hit since the smartphone was first rolled out.
I’ve been testing out Google Glass for the last few weeks, and I have seen the future. The future is one where you will talk and/or tap on your Smartglasses and Smartwatches and Smartrings and other smart jewelry (i.e., wearables) to interact with the data, information and personal content with more ease than ever before.
The reason apps for wearables is so important is because of the very simple interfaces required by the wearable-form factor. When you want to control and manipulate your data, information and content deeply, you’ll go to your PC. In the same way that it’s much easier to sign up for and type and view on your Facebook profile page or your Google Analytics on your PC than it is on your smartphone, the same is true for wearables. Wearables won’t “replace” your smartphone entirely in the same way that your smartphone didn’t “replace” your PC entirely.
You can still record a video with a camera accessory to your desktop computer and upload it to YouTube or Facebook. For another decade at least, you’ll always have the option of pulling out your smartphone or tablet to record a video and upload it to YouTube or Facebook. Just think how much easier it would be to simply tap your Google Glass and say: “OK, glass, record a video,” and then to say “OK, glass, share this with YouTube (or Facebook).” It’s so much easier.
With holographic projectors and wearable eyepieces and other display-form factors coming out as the wearable technology polishes itself up for prime time, the possibilities and potential for wearable technology is unrivaled.
I’ve been researching the best stock plays on wearables and am developing a Wearables Index comprised of 20 stocks. I’m finalizing my analysis on the very best two or three plays on wearables to complement our existing long positions that are in the Wearables Index, including Invensense INVN +0.08% , Ambarella AMBA +2.91% , Intel INTC -0.11% and Sandisk SNDK -0.87% , which are also in the Wearables Index.
The Wearables Revolution is going to make a lot of people a lot of fortunes over the next five to 10 years, as people start buying three, five or even 10 wearable computers for every one smartphone they have.
To get all my favorite Revolution Investing stock picks, sign up here.
You can also hear a podcast version of this article below. And be sure to subscribe to The Cody Underground podcast on iTunes.
Ja! Denke das kann durchaus so sein, Geduld braucht's halt. Gruß B.
In 2009, I started writing columns about what I was calling the App Revolution. I made predictions about the potential size, scope and growth of apps, smartphones and tablets, and how they would change our lives forever.
Most of my predictions like “the ultimate size of a market that will entail billions of people using trillions of apps” from back then seemed outrageous at the time.
Now they seem prescient:
“When you find the single largest target market in the history of the planet, it’s time to get excited by apps. I’ve certainly been obsessed with all things apps since I started looking at the growth ahead and the ultimate size of a market that will entail billions of people using trillions of apps. Seriously, those are real numbers…”
I explained to people that apps were going to become the “largest target market in the history of the planet.” Even though we all use apps and even though the App Revolution did indeed change everything and become the largest target market in the history of the world, I’ve just come to the realization that the App Revolution is actually just getting started. The Wearables Revolution, which only works because we’ve become such an app-centric economy, is going to make an even bigger impact than the Smartphone and Tablet Revolutions did with apps.
That is, wearables are to the smartphone and tablet what the smartphone and tablet were to PCs. Wearable technology that keeps people and companies connected to the Internet through simple-to-use apps is the single most evolutionarily revolutionary technology to hit since the smartphone was first rolled out.
I’ve been testing out Google Glass for the last few weeks, and I have seen the future. The future is one where you will talk and/or tap on your Smartglasses and Smartwatches and Smartrings and other smart jewelry (i.e., wearables) to interact with the data, information and personal content with more ease than ever before.
The reason apps for wearables is so important is because of the very simple interfaces required by the wearable-form factor. When you want to control and manipulate your data, information and content deeply, you’ll go to your PC. In the same way that it’s much easier to sign up for and type and view on your Facebook profile page or your Google Analytics on your PC than it is on your smartphone, the same is true for wearables. Wearables won’t “replace” your smartphone entirely in the same way that your smartphone didn’t “replace” your PC entirely.
You can still record a video with a camera accessory to your desktop computer and upload it to YouTube or Facebook. For another decade at least, you’ll always have the option of pulling out your smartphone or tablet to record a video and upload it to YouTube or Facebook. Just think how much easier it would be to simply tap your Google Glass and say: “OK, glass, record a video,” and then to say “OK, glass, share this with YouTube (or Facebook).” It’s so much easier.
With holographic projectors and wearable eyepieces and other display-form factors coming out as the wearable technology polishes itself up for prime time, the possibilities and potential for wearable technology is unrivaled.
I’ve been researching the best stock plays on wearables and am developing a Wearables Index comprised of 20 stocks. I’m finalizing my analysis on the very best two or three plays on wearables to complement our existing long positions that are in the Wearables Index, including Invensense INVN +0.08% , Ambarella AMBA +2.91% , Intel INTC -0.11% and Sandisk SNDK -0.87% , which are also in the Wearables Index.
The Wearables Revolution is going to make a lot of people a lot of fortunes over the next five to 10 years, as people start buying three, five or even 10 wearable computers for every one smartphone they have.
To get all my favorite Revolution Investing stock picks, sign up here.
You can also hear a podcast version of this article below. And be sure to subscribe to The Cody Underground podcast on iTunes.
Ja! Denke das kann durchaus so sein, Geduld braucht's halt. Gruß B.
Antwort auf Beitrag Nr.: 47.313.386 von snitch am 15.07.14 16:12:19Ich würde das erstmal nicht so eng sehen. Gründe: Die letzten umfangreichen Verkäufe liegen im März. Wenn man ins Detail geht stehen oft den Verkäufen Bonifikationen gegenüber.
Beispiel: 24.6.2014
Les Kohn verkauft 10000 für 32$, demgegenüber steht eine Transaktion ohne Beschreibung 20000 Stück für 0,61$. Ein Verkauf wird das wohl nicht sein.
Beispiel: 24.6.2014
Les Kohn verkauft 10000 für 32$, demgegenüber steht eine Transaktion ohne Beschreibung 20000 Stück für 0,61$. Ein Verkauf wird das wohl nicht sein.
Antwort auf Beitrag Nr.: 47.478.634 von linkshaender am 10.08.14 11:11:10Korrektur: 20000 Stück zu 1,60$
zu 0,61$ waren die 31100 Stück für LeGall am 6.8.2014.
zu 0,61$ waren die 31100 Stück für LeGall am 6.8.2014.
Antwort auf Beitrag Nr.: 47.411.890 von Betterway am 31.07.14 22:35:44Ist doch ganz gut, wenn der GoPro Hype aus der Aktie wieder verschwindet. Dann kann ich endlich meinen Nachkauf starten.
Gründe:
Der Anteil des Geschäfts mit GoPro beträgt gerade mal 25%. Außerdem GoPro wurde wegen der Gewinnsituation abgestraft, der Umsatz übertraf die Erwartungen. Ich denke, das ist das entscheidende für Ambarella.
Ambarella hat (ich glaube diese Jahr) eine neue Kooperation mit Google abgeschlossen. Hier liegt vielleicht auch eine Menge Potential. und der Bereich Sicherheitsüberwachung ist in der heutigen Zeit nicht zu verachten.
Gründe:
Der Anteil des Geschäfts mit GoPro beträgt gerade mal 25%. Außerdem GoPro wurde wegen der Gewinnsituation abgestraft, der Umsatz übertraf die Erwartungen. Ich denke, das ist das entscheidende für Ambarella.
Ambarella hat (ich glaube diese Jahr) eine neue Kooperation mit Google abgeschlossen. Hier liegt vielleicht auch eine Menge Potential. und der Bereich Sicherheitsüberwachung ist in der heutigen Zeit nicht zu verachten.
Antwort auf Beitrag Nr.: 47.478.745 von linkshaender am 10.08.14 11:40:35.. hey, denke, dass vor allem auch die kooperationen mit den Herstellern der Sicherheitskameras sind entscheidend. Nicht zu vergessen der Drohnenboom, der sich erst noch einstellt. Bin auch "fett investiert", lege nach, wenn ich Kohle habe. Gruß B.
Nabend, was warn das für Tage wo die Börse runterging, dafür hält sich Ambarella verdammt gut, werde immer wieder aufstocken! Das ist genau richtig Umsatz von Gopro wurde übertroffen, davon wird Ambarella wieder profitieren!
Antwort auf Beitrag Nr.: 47.480.479 von Betterway am 10.08.14 19:43:26Ja, Avigilon (Videoüberwachung) ist auch Kunde von Ambarella und hat die Tage auch berichtet. Umsatzanstieg Q2 2014 ggü. Q2 2013 66%. Also der Umsatz sollte stimmen.
Näheres hier:
http://finance.yahoo.com/news/avigilon-corporation-announces…
Näheres hier:
http://finance.yahoo.com/news/avigilon-corporation-announces…
Antwort auf Beitrag Nr.: 47.480.626 von linkshaender am 10.08.14 20:15:02.. so ist das. Die Umstellung der Kameras von analog auf Digital beginnt ja erst. Da kommt noch einiges auf uns zu !! Gruß B.
Da kommt starke Konkurrenz: www.360fly.com Ne Rundumkamera !!!! Gruß B.
Antwort auf Beitrag Nr.: 47.492.854 von Betterway am 12.08.14 10:59:35Für wen ist das eine Konkurrenz? Für GoPro könnte es sein, bei Ambarella kommt es auf den Chipsatz an. Einen 360°-Chip für den Bereich Auto gibt es von Ambarella. Weiß jemand näheres?
Ja, denke für GoPro, berührt davon dann wohl auch Amba. Dauert aber wohl noch. Hab nicht herausgefunden welcher Chipsatz drin ist. Hab Company angeschrieben, nach Technik inside gefragt, Antwort: ...... we'll answer your question later..... " Gruß B.
... na wer sagt's denn?? War doch ein Super Anstieg !! Zahlen werden sicher Top sein !! Geduld braucht es halt. Gruß B.
Jetzt auch noch gute Zahlen abgeliefert:
http://finance.yahoo.com/news/ambarella-inc-announces-second…
http://finance.yahoo.com/news/ambarella-inc-announces-second…
Könnte einer von Euch die hohe Kurs-Diskrepanz (meine damit die MK) zu GoPro erklören in 1-2 Sätzen. Wie erklärt sich diese? Bin am Überlegen, nachzukaufen. Denke, dass wie bei DDD und Co, die grosse Masse hier noch gar nicht aufmerksam geworden ist/zu sein sein.
Thanks in advance,
s.
Thanks in advance,
s.
Ich bin auch am Überlegen nochmal nachzukaufen aber dieser Wert ist schon mein Schwergewicht im Depot.
50 % meiner shares sind von Ambarella.
Ich bin mir sich das wir noch viel Freude an diesem Wert haben und die Zukunft hat erst begonnen.
50 % meiner shares sind von Ambarella.
Ich bin mir sich das wir noch viel Freude an diesem Wert haben und die Zukunft hat erst begonnen.
Antwort auf Beitrag Nr.: 47.733.582 von marlene9375 am 09.09.14 16:06:38Ich habe Ambarella auch als Langfristinvestment im Depot und glaube auch an eine erfolgreiche Zukunft. Aber 50% Depotanteil halte ich schon für recht mutig.
ja was ist denn los ?? Ziemlich ruhig geworden hier, dabei gibt es doch wahrlich genug Grund sich zu freuen !! Gruß B.
gab allerdings auch schon wieder massive insiderverkäufe heute morgen. Hoffentlich bleiben die Anleger ruhig.
uuuund wieder massenhaft Insiderverkäufe. Was läuft da eigentlich?
- Insider Selling: Andrew W. Verhalen Unloads 56,000 Shares of Ambarella Stock
- Ambarella CEO Sells $630,000 in Stock
- Ambarella Insider Unloads $1,680,000 in Stock
- Insider Selling: Ambarella VP Unloads $104,750 in Stock
- Insider Selling: Andrew W. Verhalen Unloads 56,000 Shares of Ambarella Stock
- Ambarella CEO Sells $630,000 in Stock
- Ambarella Insider Unloads $1,680,000 in Stock
- Insider Selling: Ambarella VP Unloads $104,750 in Stock
Es ist schon komisch das solch ein Wert so wenig Beachtung auf WO findet.
Der Wert ist mein bestes Pferd im Stall
Der Wert ist mein bestes Pferd im Stall
Kann ich dir nur zustimmen. Solides Unternehmen mit Blick in die Zukunft. Bin jedoch froh, dass die ganzen Basher/Pusher und Dampfplauderer noch nicht am Werk sind ;D
Da hst Du recht aber ein Informationsaustausch wäre auch nicht zu verachten.
Antwort auf Beitrag Nr.: 48.206.047 von marlene9375 am 03.11.14 16:16:51Na ja, erstmal hat GoPro als ein Hauptkunde vor ein paar Tagen gute Zahlen abgeliefert. und ein Konkurrent hat auch gute Zahlen vorgelegt. Sieht also ganz gut aus.
Gab es negative News oder Ähnliches was ich nicht mitbekommen habe oder woher kommt der drastische Einbruch?
Antwort auf Beitrag Nr.: 48.571.121 von AktienShack am 15.12.14 09:35:05AMBA hängt halt immer ein bisschen an GoPro und die wird ja immer mehr diskutiert als AMBA. Bei GoPro findet man reichlich Artikel für die Volatilität.
Jaja, diese "Dampfplauderer", habe den Thread eröffnet, "grün" verkauft. Hätte mehr sein können, aber völlig ok. Ich bin weder pro noch contra, ich weiß es ganz einfach nicht. Meine Überlegung geht lediglich dahingehend, ob sich die "Großen" das Geschäft entgehen lassen, bzw. ob sie nicht auch ein Stück vom großen "videokuchen" abhaben wollen. Denke, da kommt noch Konkurrenz. Deshalb bin ich raus und hab anderweitig nachgelegt. Nur meine Meinung, sonst nichts !! Ohne Anspruch auf irgend etwas. Weiterhin viel Erfolg. Gruß B.
Antwort auf Beitrag Nr.: 48.573.305 von Betterway am 15.12.14 13:55:14Dann möchte ich mich bei Dir bedanken denn ohne Deinen Thread wäre ich gar nicht auf die Aktie gestossen und wäre somit nicht schon 70% im Plus.
Ich gehe davon aus das die nächsten 1-2 Jahr mindestens genauso erfolgreich werden aber ein Auge muss man immer auf diesem Wert haben aber das ist ja bei anderen Aktien auch nicht anders.
Ich gehe davon aus das die nächsten 1-2 Jahr mindestens genauso erfolgreich werden aber ein Auge muss man immer auf diesem Wert haben aber das ist ja bei anderen Aktien auch nicht anders.
Antwort auf Beitrag Nr.: 48.653.108 von marlene9375 am 27.12.14 16:34:17ja aber gerne doch, bin mit fetten plus raus, passt, habe umgeschichtet, heißt aber nicht, dass ich glaube, hier ist das Ende der Fahnenstange schon erricht, sicher - sofern man bei Börse überhaupt sicher sagen kann, nicht. Gute Zeit und viel Erfolg in 2015. Ich sehe ihm mit Freuden entgegen, bin - nach meiner bescheidenen Meinung sehr gut dafür aufgestellt. Jetzt heißt es erstmal Ruhe bewahren und Geduld haben. Gruß B.
Hallo zusammen,
den Einsatz habe ich durch Verkäufe bei 90 EUR wieder reingeholt. Derzeit laufen also nur meine Gewinne. Leider halte ich nur wenige Anteile. Hat jmd zu Amba eine aktuelle Meinung?
den Einsatz habe ich durch Verkäufe bei 90 EUR wieder reingeholt. Derzeit laufen also nur meine Gewinne. Leider halte ich nur wenige Anteile. Hat jmd zu Amba eine aktuelle Meinung?
Antwort auf Beitrag Nr.: 50.258.979 von spielkind1979 am 24.07.15 14:36:10Kein Stück mehr aus der Hand geben: NFC, M2M und IoT stehen erst am Anfang. Die Technik von Amba wird in Zukunft noch gefragt sein ! Meine Meinung. Hab den Thread eröffnet, leider viel zu früh verkauft ! Gruß B.
denn es ist tragbar und die meisten Reisenden tragbaren Kameras statt sperrige DSLR auf Ihr Gepäck zu wählen
vielleicht, weil der Bedarf, wo die Menschen geschützt werden möchten oder jemanden auszuspionieren
Im u.g. Artikel leitet der Autor ein Kursziel für Ende 2016 von 60-70 Dollar her.
Das ist doch mal ein Ausblick. Wenn sich alles so entwickelt wie dargestellt.
http://www.wallstreet-online.de/nachricht/8664788-ambarella-…
Das ist doch mal ein Ausblick. Wenn sich alles so entwickelt wie dargestellt.
http://www.wallstreet-online.de/nachricht/8664788-ambarella-…
Heute gehts 7 % runter. Die "Zahlen" waren wohl nicht gut genug...
Antwort auf Beitrag Nr.: 53.196.276 von leone2 am 02.09.16 20:07:53Same procedure as last year!
Neue Zahlen
https://finance.yahoo.com/news/ambarella-inc-announces-third…After Hour Handel ist positiv.
Zahlen zu Q4
https://finance.yahoo.com/news/ambarella-inc-announces-fourt…Nachbörslich kommen die Zahlen erst einmal gut an. Mal schauen, was morgen ist.
Antwort auf Beitrag Nr.: 60.028.664 von linkshaender am 05.03.19 22:28:18
Nachbörslich kommen die Zahlen erst einmal gut an. Mal schauen, was morgen ist.
Zahlen Q1
https://seekingalpha.com/pr/17534461-ambarella-inc-announces…Nachbörslich kommen die Zahlen erst einmal gut an. Mal schauen, was morgen ist.
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