Welcome to our dedicated page for Ambarella news (Ticker: AMBA), a resource for investors and traders seeking the latest updates and insights on Ambarella stock.
About Ambarella Inc.
Ambarella Inc. (NASDAQ: AMBA) is a cutting-edge semiconductor company specializing in low-power, high-performance system-on-chip (SoC) solutions for advanced image processing, video compression, and edge AI applications. Headquartered in Santa Clara, California, Ambarella empowers industries such as automotive, video security, robotics, and IoT with its proprietary technologies, enabling intelligent perception, fusion, and planning capabilities.
Core Business Areas
Ambarella’s product portfolio is centered around its proprietary CVflow® architecture, which integrates advanced AI processing with high-resolution video and radar imaging capabilities. Its solutions power applications such as:
- Automotive: Advanced Driver Assistance Systems (ADAS), autonomous driving, electronic mirrors, and driver monitoring systems.
- Video Security: High-definition video surveillance cameras and intelligent video analytics.
- Robotics: AI-driven perception and navigation for autonomous robots.
- IoT Devices: Wearable cameras, smart home devices, and edge AI applications.
Industry Context and Market Position
Operating within the dynamic semiconductor and edge AI landscape, Ambarella addresses the growing demand for energy-efficient, high-performance processors capable of handling complex AI workloads at the edge. Its focus on low-power SoCs positions it as a key enabler of next-generation technologies, from autonomous vehicles to smart cities. By leveraging its expertise in video compression and AI, Ambarella differentiates itself from competitors like NVIDIA and Qualcomm, particularly in automotive AI and vision-based applications.
Revenue Model and Geographic Reach
Ambarella generates revenue primarily through partnerships with Original Equipment Manufacturers (OEMs) and Original Design Manufacturers (ODMs). Its solutions are integrated into end products across diverse markets, with significant revenue contributions from regions like Taiwan, Asia Pacific, Europe, and North America. This global footprint underscores its role as a critical supplier in the semiconductor value chain.
Technological Innovation
Ambarella’s innovation is driven by its commitment to advancing edge AI and computer vision technologies. Its CV3-AD family of AI domain controller SoCs exemplifies this, offering industry-leading AI processing, radar and LiDAR fusion, and compliance with automotive-grade safety standards. These capabilities enable applications such as autonomous navigation, intelligent parking, and high-speed object detection.
Challenges and Opportunities
The company faces challenges such as intense competition, rapid technological advancements, and the need for continuous innovation. However, its strategic focus on edge AI and partnerships with industry leaders position it to capitalize on trends like the proliferation of autonomous vehicles, IoT adoption, and AI-driven edge computing. By addressing these opportunities, Ambarella aims to drive long-term growth and maintain its competitive edge.
Conclusion
Ambarella Inc. stands at the forefront of semiconductor innovation, delivering solutions that enable intelligent systems across industries. Its focus on low-power, high-performance AI SoCs underscores its commitment to shaping the future of edge computing, autonomous systems, and smart technologies. As the demand for advanced AI and vision-based applications continues to grow, Ambarella is well-positioned to play a pivotal role in this evolving landscape.
Ambarella (NASDAQ: AMBA) reported strong Q4 FY2025 results with revenue of $84.0 million, up 62.8% year-over-year. Full-year revenue reached $284.9 million, a 25.8% increase from FY2024.
Q4 GAAP gross margin was 60.0%, with a net loss of $20.2 million ($0.48 per share). Non-GAAP Q4 showed a net profit of $4.8 million ($0.11 per share). The company ended Q4 with $250.3 million in cash and equivalents.
Over 70% of total revenue came from edge AI, marking both quarterly and annual records. The company has shipped approximately 30 million edge AI processors. For Q1 FY2026, Ambarella expects revenue between $81.0-87.0 million with non-GAAP gross margin of 61.0-62.5%. Management anticipates mid to high teens revenue growth in FY2026, driven by 5nm products.
Ambarella (NASDAQ: AMBA), an edge AI semiconductor company, has scheduled its fourth quarter and fiscal year 2025 earnings conference call for Wednesday, February 26, 2025, at 1:30 p.m. Pacific Time. The company will release its earnings report after market close on the same day.
Participants who wish to ask questions during the call must register in advance online to receive dial-in numbers and a personal identification number (PIN). The conference call will be available via live webcast, and a replay will be accessible through the company's investor relations website.
Ambarella (NASDAQ: AMBA), an edge AI semiconductor company, has scheduled its fourth quarter and full fiscal year 2025 earnings conference call for February 26, 2025, at 1:30 p.m. Pacific Time. The company will release its earnings report after the market closes on the same day. Interested participants must pre-register online to receive dial-in numbers and a personal identification number (PIN) for call access. A live webcast and replay will be available on Ambarella's investor relations website.
Ambarella (NASDAQ: AMBA) has unveiled the N1-655 edge GenAI system-on-chip (SoC) during CES, expanding its N1 edge GenAI family. The new chip can decode 12 simultaneous 1080p30 video streams while processing video and running multiple vision-language models (VLMs) and CNNs, all under 20 watts of power—10-100x lower than cloud processors.
The N1-655 is designed for on-premise AI boxes, autonomous mobile robots (AMRs), and smart-city security applications. It supports popular models like Phi, Gemma, LLaVA-OneVision, and Llama without requiring internet connectivity. To support N1-655 based designs, Ambarella is launching the Cooper Pro developer kit, which will begin shipping after CES.
This development addresses the growing trend toward edge GenAI processing, offering advantages over cloud-based solutions in terms of bandwidth costs, service fees, power usage, and data security. The N1-655 samples are currently available upon request.
LG Electronics and Ambarella announced their partnership to showcase an advanced in-cabin solution at CES 2025. The collaboration integrates Ambarella's CV25 AI system-on-chip into LG's Driver Monitoring System (DMS), which is already in production with a global automotive OEM.
The CV25-powered DMS performs real-time analysis of high-resolution video from in-vehicle cameras, featuring accurate object recognition and high energy efficiency. Using LG's VisionWare software, the system can detect subtle eye and head movements to determine driver distraction or drowsiness, regardless of driver characteristics or accessories worn.
The solution is designed for flexible integration across various vehicle configurations and meets NCAP and GSR standards. Both companies aim to continue their partnership to enhance vehicle safety solutions.
Ambarella (NASDAQ: AMBA) reported Q3 FY2025 financial results with revenue of $82.7 million, up 63% year-over-year. The company posted a GAAP net loss of $24.1 million ($0.58 per share), improving from a $41.7 million loss in the same period last year. Non-GAAP net income was $4.5 million ($0.11 per share). Edge AI revenue represented approximately 70% of total revenue, reaching a record level. For Q4 FY2025, Ambarella expects revenue between $76.0-80.0 million with non-GAAP gross margin of 61.5-63.0%.
Ambarella (NASDAQ: AMBA), an edge AI semiconductor company, has scheduled its third quarter fiscal year 2025 earnings conference call for Tuesday, November 26, 2024, at 1:30 p.m. Pacific Time. The company will release its earnings report after market close on the same day. Participants who wish to ask questions during the call must register in advance to receive dial-in numbers and a PIN. A live webcast and replay of the conference call will be accessible through the company's investor relations website.
Ambarella (NASDAQ: AMBA), an edge AI semiconductor company, has scheduled its third quarter fiscal year 2025 earnings conference call for Tuesday, November 26, 2024, at 1:30 p.m. Pacific Time. The company will release its earnings report after market close on the same day. Participants who wish to ask questions during the call must register in advance to receive dial-in numbers and a PIN. A live webcast and replay will be available on the company's investor relations website.
Ambarella announced that its Oculii™ AI 4D imaging radar technology is deployed in the 2023 and 2024 Lotus Eletre electric hyper-SUV and the 2024 Lotus Emeya fully electric hyper-GT. The technology enhances L2+ semi-autonomous systems, providing ultra-long detection range of over 300 meters and ultra-fine angular resolution of one degree using only six transmit and eight receive antennas on each of the vehicles' two radar modules.
This high-performance radar technology supports features like highway and urban navigation on autopilot (NOA) and automatic emergency braking (AEB). Ambarella's Oculii AI radar algorithms uniquely adapt radar waveforms to the environment, enabling higher resolution with fewer antennas, reducing power consumption and complexity. Lotus is now evaluating Ambarella's centralized radar processing architecture for even greater ADAS and autonomous performance.
Ambarella, Inc. (NASDAQ: AMBA) reported financial results for Q2 FY2025. Revenue was $63.7 million, up 3% year-over-year. GAAP net loss was $34.9 million, or $0.85 per diluted share. Non-GAAP net loss was $5.5 million, or $0.13 per diluted share. Gross margin (GAAP) was 60.8%, while non-GAAP gross margin was 63.3%.
For Q3 FY2025, Ambarella expects revenue between $77.0-$81.0 million and non-GAAP gross margin between 62.5-64.0%. The company achieved record revenue for edge AI inference products and anticipates double-digit sequential growth in Q3. CEO Fermi Wang noted that company-specific drivers are offsetting the mixed global economic environment, with initial revenue ramps from IoT and Automotive customers.
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