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Ambarella, Inc. Announces Fourth Quarter and Fiscal Year 2025 Financial Results

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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) ha riportato risultati solidi per il quarto trimestre dell'anno fiscale 2025, con un fatturato di 84,0 milioni di dollari, in aumento del 62,8% rispetto all'anno precedente. Il fatturato totale per l'anno ha raggiunto 284,9 milioni di dollari, con un incremento del 25,8% rispetto all'anno fiscale 2024.

Il margine lordo GAAP per il quarto trimestre è stato del 60,0%, con una perdita netta di 20,2 milioni di dollari (0,48 dollari per azione). Il quarto trimestre non-GAAP ha mostrato un profitto netto di 4,8 milioni di dollari (0,11 dollari per azione). L'azienda ha chiuso il quarto trimestre con 250,3 milioni di dollari in contante e equivalenti.

Oltre il 70% del fatturato totale proviene dall'AI edge, segnando record sia trimestrali che annuali. L'azienda ha spedito circa 30 milioni di processori AI edge. Per il primo trimestre dell'anno fiscale 2026, Ambarella prevede un fatturato compreso tra 81,0 e 87,0 milioni di dollari, con un margine lordo non-GAAP del 61,0-62,5%. La direzione prevede una crescita del fatturato in media tra il 15% e il 20% per l'anno fiscale 2026, sostenuta dai prodotti a 5nm.

Ambarella (NASDAQ: AMBA) reportó resultados sólidos para el cuarto trimestre del año fiscal 2025, con ingresos de 84.0 millones de dólares, un aumento del 62.8% en comparación con el año anterior. Los ingresos totales del año alcanzaron 284.9 millones de dólares, un incremento del 25.8% respecto al año fiscal 2024.

El margen bruto GAAP del cuarto trimestre fue del 60.0%, con una pérdida neta de 20.2 millones de dólares (0.48 dólares por acción). El cuarto trimestre no-GAAP mostró una ganancia neta de 4.8 millones de dólares (0.11 dólares por acción). La compañía finalizó el cuarto trimestre con 250.3 millones de dólares en efectivo y equivalentes.

Más del 70% de los ingresos totales provino de la IA en el borde, marcando récords tanto trimestrales como anuales. La compañía ha enviado aproximadamente 30 millones de procesadores de IA en el borde. Para el primer trimestre del año fiscal 2026, Ambarella espera ingresos entre 81.0 y 87.0 millones de dólares, con un margen bruto no-GAAP del 61.0-62.5%. La dirección anticipa un crecimiento de ingresos de entre el 15% y el 20% para el año fiscal 2026, impulsado por productos de 5nm.

앰바렐라 (NASDAQ: AMBA)는 2025 회계연도 4분기 실적을 발표했으며, 매출은 8,400만 달러로 전년 대비 62.8% 증가했습니다. 전체 연간 매출은 2억 8,490만 달러에 달하며, 이는 2024 회계연도 대비 25.8% 증가한 수치입니다.

4분기 GAAP 총 마진은 60.0%였으며, 순손실은 2,020만 달러(주당 0.48달러)였습니다. 비GAAP 기준으로 4분기 순이익은 480만 달러(주당 0.11달러)로 나타났습니다. 회사는 4분기를 2억 5,030만 달러의 현금 및 현금성 자산으로 마감했습니다.

전체 매출의 70% 이상이 엣지 AI에서 발생했으며, 이는 분기 및 연간 기록을 세운 것입니다. 회사는 약 3천만 개의 엣지 AI 프로세서를 출하했습니다. 2026 회계연도 1분기에는 앰바렐라가 8,100만에서 8,700만 달러 사이의 매출을 예상하며, 비GAAP 총 마진은 61.0-62.5%로 예상하고 있습니다. 경영진은 5nm 제품에 의해 2026 회계연도에 중간에서 높은 두 자릿수의 매출 성장을 예상하고 있습니다.

Ambarella (NASDAQ: AMBA) a annoncé de solides résultats pour le quatrième trimestre de l'exercice 2025, avec un chiffre d'affaires de 84,0 millions de dollars, en hausse de 62,8% par rapport à l'année précédente. Le chiffre d'affaires total pour l'année a atteint 284,9 millions de dollars, soit une augmentation de 25,8% par rapport à l'exercice 2024.

La marge brute GAAP du quatrième trimestre était de 60,0%, avec une perte nette de 20,2 millions de dollars (0,48 dollar par action). Le quatrième trimestre non-GAAP a montré un bénéfice net de 4,8 millions de dollars (0,11 dollar par action). L'entreprise a terminé le quatrième trimestre avec 250,3 millions de dollars en liquidités et équivalents.

Plus de 70% du chiffre d'affaires total provient de l'IA en périphérie, établissant des records tant trimestriels qu'annuels. L'entreprise a expédié environ 30 millions de processeurs AI en périphérie. Pour le premier trimestre de l'exercice 2026, Ambarella prévoit un chiffre d'affaires compris entre 81,0 et 87,0 millions de dollars, avec une marge brute non-GAAP de 61,0-62,5%. La direction anticipe une croissance du chiffre d'affaires à deux chiffres, entre 15% et 20%, pour l'exercice 2026, soutenue par des produits de 5nm.

Ambarella (NASDAQ: AMBA) hat starke Ergebnisse für das vierte Quartal des Geschäftsjahres 2025 gemeldet, mit einem Umsatz von 84,0 Millionen Dollar, was einem Anstieg von 62,8% im Vergleich zum Vorjahr entspricht. Der Gesamtumsatz für das Jahr erreichte 284,9 Millionen Dollar, was einem Anstieg von 25,8% gegenüber dem Geschäftsjahr 2024 entspricht.

Die GAAP-Bruttomarge für das vierte Quartal betrug 60,0%, mit einem Nettoverlust von 20,2 Millionen Dollar (0,48 Dollar pro Aktie). Das vierte Quartal ohne GAAP zeigte einen Nettogewinn von 4,8 Millionen Dollar (0,11 Dollar pro Aktie). Das Unternehmen schloss das vierte Quartal mit 250,3 Millionen Dollar in Bargeld und Äquivalenten ab.

Über 70% des Gesamtumsatzes kamen aus Edge AI, was sowohl vierteljährliche als auch jährliche Rekorde markiert. Das Unternehmen hat etwa 30 Millionen Edge AI-Prozessoren ausgeliefert. Für das erste Quartal des Geschäftsjahres 2026 erwartet Ambarella einen Umsatz zwischen 81,0 und 87,0 Millionen Dollar bei einer nicht-GAAP-Bruttomarge von 61,0-62,5%. Das Management rechnet mit einem Umsatzwachstum im mittleren bis hohen zweistelligen Bereich im Geschäftsjahr 2026, angetrieben durch Produkte mit 5nm Technologie.

Positive
  • Revenue up 62.8% YoY to $84.0M in Q4
  • Full-year revenue increased 25.8% to $284.9M
  • Edge AI revenue reached 70% of total revenue
  • Q4 Non-GAAP profit of $4.8M vs loss in previous year
  • Strong cash position of $250.3M
  • Mid to high teens revenue growth expected for FY2026
Negative
  • Q4 GAAP net loss of $20.2M
  • Full-year GAAP net loss of $117.1M
  • Slight decline in non-GAAP gross margin to 62.0% from 62.5% YoY
  • Full-year non-GAAP net loss of $6.8M

Insights

Ambarella's Q4 FY2025 results demonstrate a significant turnaround, with revenue surging 62.8% year-over-year to $84 million, driving full-year revenue to $284.9 million (25.8% growth). The semiconductor company has successfully pivoted to edge AI, with these products now comprising over 70% of total revenue – a record achievement that validates their strategic transformation from a camera chip provider to an edge AI semiconductor company.

The company's financial trajectory shows meaningful improvement, with Q4 delivering non-GAAP profitability of $4.8 million ($0.11 per share), compared to a $9.8 million loss in the same quarter last year. While GAAP losses continue ($20.2 million for Q4), they've narrowed substantially from $60.6 million year-over-year, primarily due to stock-based compensation and acquisition-related costs excluded from non-GAAP figures.

Ambarella's product transition is gaining momentum with their advanced 5nm chips. The CV5 family continues ramping up, while the newer CV7 family generated its first production revenue this quarter. These cutting-edge chips integrate proprietary deep learning AI accelerators, creating differentiation in the competitive semiconductor landscape. The company has now shipped approximately 30 million edge AI processors cumulatively, establishing a meaningful installed base.

Looking forward, management projects Q1 FY2026 revenue between $81-87 million and expects mid to high teens revenue growth for the full fiscal year. The improving cash position ($250.3 million, up from $219.9 million a year ago) provides financial flexibility to continue investing in R&D while pursuing operating leverage. The combination of revenue growth and operational efficiency suggests Ambarella may be approaching sustainable profitability, a critical inflection point for semiconductor companies focused on emerging technologies.

SANTA CLARA, Calif., Feb. 26, 2025 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced fourth quarter and full year fiscal 2025 financial results for the period ended January 31, 2025.

  • Revenue for the fourth quarter of fiscal 2025 was $84.0 million, up 62.8% from $51.6 million in the same period in fiscal 2024. For the fiscal year ended January 31, 2025, revenue was $284.9 million, up 25.8% from $226.5 million for the fiscal year ended January 31, 2024.
  • Gross margin under U.S. generally accepted accounting principles (GAAP) for the fourth quarter of fiscal 2025 was 60.0%, compared with 59.8% for the same period in fiscal 2024. For the fiscal year ended January 31, 2025, GAAP gross margin was 60.5%, compared with 60.4% for the fiscal year ended January 31, 2024.
  • GAAP net loss for the fourth quarter of fiscal 2025 was $20.2 million, or loss per diluted ordinary share of $0.48, compared with a GAAP net loss of $60.6 million, or loss per diluted ordinary share of $1.50, for the same period in fiscal 2024. GAAP net loss for the fiscal year ended January 31, 2025 was $117.1 million, or loss per diluted ordinary share of $2.84. This compares with GAAP net loss of $169.4 million, or loss per diluted ordinary share of $4.25, for the fiscal year ended January 31, 2024.

Financial results on a non-GAAP basis for the fourth quarter and full year fiscal 2025 are as follows:

  • Gross margin on a non-GAAP basis for the fourth quarter of fiscal 2025 was 62.0%, compared with 62.5% for the same period in fiscal 2024. For the fiscal year ended January 31, 2025, non-GAAP gross margin was 62.7%, compared with 63.3% for the fiscal year ended January 31, 2024.
  • Non-GAAP net profit for the fourth quarter of fiscal 2025 was $4.8 million, or earnings per diluted ordinary share of $0.11. This compares with non-GAAP net loss of $9.8 million, or loss per diluted ordinary share of $0.24, for the same period in fiscal 2024. Non-GAAP net loss for the fiscal year ended January 31, 2025 was $6.8 million, or loss per diluted ordinary share of $0.16. This compares with non-GAAP net loss of $33.1 million, or loss per diluted ordinary share of $0.83, for the fiscal year ended January 31, 2024.

Based on information available as of today, Ambarella is offering the following guidance for the first quarter of fiscal year 2026, ending April 30, 2025:

  • Revenue is expected to be between $81.0 million and $87.0 million
  • Gross margin on a non-GAAP basis is expected to be between 61.0% and 62.5%
  • Non-GAAP operating expenses are expected to be between $50.0 million and $53.0 million

Ambarella reports gross margin, net income (loss) and earnings (losses) per share in accordance with GAAP and, additionally, on a non-GAAP basis. Non-GAAP financial information excludes the impact of stock-based compensation, acquisition-related costs and restructuring expense adjusted for the associated tax impact, which includes the effect of any benefits or shortfalls recognized. Non-GAAP financial information also excludes the impact of the recognition or release of a valuation allowance on certain deferred tax assets. A reconciliation of the GAAP to non-GAAP gross margin, net income (loss) and earnings (losses) per share for the periods presented, 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, cash equivalents and marketable debt securities on hand at the end of the fourth quarter of fiscal 2025 was $250.3 million, compared with $226.5 million at the end of the prior quarter and $219.9 million at the end of the same quarter a year ago.

“We finished fiscal 2025 with strong results and are starting the new year with positive momentum. We exited the year with more than 70% of our total revenue from edge AI, representing both a quarterly and annual record. Cumulatively, we have shipped about 30 million edge AI processors, with each SoC integrating our proprietary deep learning AI accelerator,” said Fermi Wang, President & CEO. “In fiscal 2026, we anticipate mid to high teens revenue growth, led by our 5nm products, including the ongoing ramp in the CV5 family and now the CV7 family, which generated production revenue for the first time in Q4. Together with a focus on efficient operations, we intend to continue to drive positive operating leverage.”

Quarterly Conference Call

Ambarella plans to hold a conference call at 4:30 p.m. Eastern Time / 1:30 p.m. Pacific Time today with Fermi Wang, President and Chief Executive Officer, and John Young, Chief Financial Officer, to discuss the fourth quarter of fiscal year 2025 results. A live and archived webcast of the call will be available on Ambarella’s website at http://www.ambarella.com/ for up to 30 days after the call.

About Ambarella

Ambarella’s products are used in a wide variety of human vision and edge AI applications, including video security, advanced driver assistance systems (ADAS), electronic mirror, drive recorder, driver/cabin monitoring, autonomous driving and robotics applications. Ambarella’s low-power systems-on-chip (SoCs) offer high-resolution video compression, advanced image and radar processing, and powerful deep neural network processing to enable intelligent perception, fusion and planning. For more information, please visit www.ambarella.com.

"Safe harbor" statement under the Private Securities Litigation Reform Act of 1995

This press release contains forward-looking statements that are not historical facts and often can be identified by terms such as “outlook,” “projected,” “intends,” “will,” “estimates,” “anticipates,” “expects,” “believes,” “could,” “should,” or similar expressions, including the guidance for the first quarter of fiscal year 2026 ending April 30, 2025, and the comments of our CEO relating to our expectation of future revenue growth, customer demand and the growth potential for our edge AI inference products, including our CV5 and CV7 families of products, and our ability to generate positive operating leverage in future periods. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. Our actual results could differ materially from those predicted or implied and reported results should not be considered as an indication of our future performance.

The risks and uncertainties referred to above include, but are not limited to, global economic and political conditions; changes in government policies, including possible trade tariffs and restrictions; revenue being generated from new customers or design wins, neither of which is assured; the commercial success of our customers’ products; our customers’ ability to manage their inventory requirements; our growth strategy; our ability to anticipate future market demands and future needs of our customers, particularly for AI inference applications; our ability to introduce, and to generate revenue from, new and enhanced solutions; our ability to develop, and to generate revenue from, new advanced technologies, such as computer vision, AI functionality and advanced networks, including vision-language models and GenAI; our ability to retain and expand customer relationships and to achieve design wins; the expansion of our current markets and our ability to successfully enter new markets, such as the OEM automotive and robotics markets; anticipated trends and challenges, including competition, in the markets in which we operate; risks associated with global health conditions and associated risk mitigation measures; our ability to effectively manage growth; our ability to retain key employees; and the potential for intellectual property disputes or other litigation.

Further information on these and other factors that could affect our financial results is included in the company’s Annual Report on Form 10-K for our 2024 fiscal year, which is on file with the Securities and Exchange Commission. Additional information will also set forth in the company’s quarterly reports on Form 10-Q, annual reports on Form 10-K and other filings the company makes with the Securities and Exchange Commission from time to time, copies of which may be obtained by visiting the Investor Relations portion of our web site at www.ambarella.com or the SEC's web site at www.sec.gov. Undue reliance should not be placed on the forward-looking statements in this release, which are based on information available to us on the date hereof. The results we report in our Annual Report on Form 10-K for the fiscal year ended January 31, 2025 could differ from the preliminary results announced in this press release.

Ambarella assumes no obligation and does not intend to update the forward-looking statements made in this press release, except as required by law.

Non-GAAP Financial Measures

The company has provided in this release non-GAAP financial information, including non-GAAP gross margin, net income (loss), and earnings (losses) per share, as a supplement to the consolidated financial statements, which are prepared in accordance with generally accepted accounting principles ("GAAP"). Management uses these non-GAAP financial measures internally in analyzing the company’s financial results to assess operational performance and liquidity. The company believes that both management and investors benefit from referring to these non-GAAP financial measures in assessing its performance and when planning, forecasting and analyzing future periods. Further, the company believes these non-GAAP financial measures are useful to investors because they allow for greater transparency with respect to key financial metrics that the company uses in making operating decisions and because the company believes that investors and analysts use them to help assess the health of its business and for comparison to other companies. Non-GAAP results are presented for supplemental informational purposes only for understanding the company’s operating results. The non-GAAP information should not be considered a substitute for financial information presented in accordance with GAAP, and may be different from non-GAAP measures used by other companies.

With respect to its financial results for the fourth quarter of fiscal year 2025, the company has provided below reconciliations of its non-GAAP financial measures to its most directly comparable GAAP financial measures. With respect to the company’s expectations for the first quarter of fiscal year 2026, a reconciliation of non-GAAP gross margin and non-GAAP operating expenses guidance to the closest corresponding GAAP measure is not available without unreasonable efforts on a forward-looking basis due to the high variability and low visibility with respect to the charges excluded from these non-GAAP measures. We expect the variability of the above charges to have a significant, and potentially unpredictable, impact on our future GAAP financial results.

AMBARELLA, INC.
CONSOLIDATED STATEMENTS OF OPERATIONS
(in thousands, except share and per share data)
(unaudited)
         
  Three Months Ended January 31, Twelve Months Ended January 31,
   2025   2024   2025   2024 
     
Revenue $84,015  $51,616  $284,865  $226,474 
         
Cost of revenue  33,634   20,763   112,535   89,657 
Gross profit  50,381   30,853   172,330   136,817 
         
Operating expenses:        
Research and development  56,823   51,992   226,109   215,052 
Selling, general and administrative  18,911   20,575   72,816   76,325 
         
Total operating expenses  75,734   72,567   298,925   291,377 
         
Loss from operations  (25,353)  (41,714)  (126,595)  (154,560)
         
Other income, net  2,360   2,107   8,867   6,030 
         
Loss before income taxes  (22,993)  (39,607)  (117,728)  (148,530)
         
Provision (benefit) for income taxes  (2,759)  21,000   (602)  20,887 
         
Net loss $(20,234) $(60,607) $(117,126) $(169,417)
         
Net loss per share attributable to ordinary shareholders:       
Basic $(0.48) $(1.50) $(2.84) $(4.25)
Diluted $(0.48) $(1.50) $(2.84) $(4.25)
Weighted-average shares used to compute net loss per share       
attributable to ordinary shareholders:        
Basic  41,828,944   40,384,743   41,303,287   39,878,872 
Diluted  41,828,944   40,384,743   41,303,287   39,878,872 
         

The following tables present details of stock-based compensation, acquisition-related costs and restructuring expense included in each functional line item in the consolidated statements of operations above:

 Three Months Ended January 31, Twelve Months Ended January 31,
  2025   2024   2025   2024 
 (unaudited, in thousands)
Stock-based compensation:       
Cost of revenue$931  $647  $3,270  $3,341 
Research and development 18,372   17,950   73,025   72,759 
Selling, general and administrative 8,245   9,923   31,748   35,216 
        
Total stock-based compensation$27,548  $28,520  $108,043  $111,316 


 Three Months Ended January 31, Twelve Months Ended January 31,
  2025   2024   2025   2024 
 (unaudited, in thousands)
Acquisition-related costs:       
Cost of revenue$757  $757  $3,028  $3,028 
Research and development           
Selling, general and administrative 456   520   2,016   2,080 
        
Total acquisition-related costs$1,213  $1,277  $5,044  $5,108 


 Three Months Ended January 31, Twelve Months Ended January 31,
  2025   2024   2025   2024 
 (unaudited, in thousands)
Restructuring expense:       
Cost of revenue$  $  $  $66 
Research and development    36      708 
Selling, general and administrative    68      182 
        
Total restructuring expense$  $104  $  $956 
        

The difference between GAAP and non-GAAP gross margin was 2.0% and 2.7%, or $1.7 million and $1.4 million, for the three months ended January 31, 2025 and 2024, respectively. The difference between GAAP and non-GAAP gross margin was 2.2% and 2.9%, or $6.3 million and $6.4 million, for the fiscal years ended January 31, 2025 and 2024, respectively. The differences were due to the effect of stock-based compensation, amortization of acquisition-related costs and restructuring expense.

AMBARELLA, INC.
RECONCILIATION OF GAAP TO NON-GAAP DILUTED EARNINGS (LOSSES) PER SHARE
(in thousands, except share and per share data)
        
 Three Months Ended January 31, Twelve Months Ended January 31,
  2025   2024   2025   2024 
 (unaudited)
GAAP net loss$(20,234) $(60,607) $(117,126) $(169,417)
        
Non-GAAP adjustments:       
Stock-based compensation expense 27,548   28,520   108,043   111,316 
Acquisition-related costs 1,213   1,277   5,044   5,108 
Restructuring expense    104      956 
Income tax effect (3,760)  20,881   (2,744)  18,971 
Non-GAAP net income (loss)$4,767  $(9,825) $(6,783) $(33,066)
        
GAAP - diluted weighted average shares 41,828,944   40,384,743   41,303,287   39,878,872 
Non-GAAP - diluted weighted average shares 42,533,654   40,384,743   41,303,287   39,878,872 
        
GAAP - diluted net loss per share$(0.48) $(1.50) $(2.84) $(4.25)
Non-GAAP adjustments:       
Stock-based compensation expense 0.66   0.71   2.62   2.79 
Acquisition-related costs 0.03   0.03   0.12   0.13 
Restructuring expense          0.02 
Income tax effect (0.09)  0.52   (0.06)  0.48 
Effect of Non-GAAP - diluted weighted average shares (0.01)         
Non-GAAP - diluted net income (loss) per share$0.11  $(0.24) $(0.16) $(0.83)
        


AMBARELLA, INC.
CONSOLIDATED BALANCE SHEETS
(unaudited, in thousands)
    
 January 31, January 31,
  2025   2024 
    
ASSETS   
Current assets:   
Cash and cash equivalents$144,622  $144,914 
Marketable debt securities 105,643   75,013 
Accounts receivable, net 29,767   24,950 
Inventories 34,428   29,043 
Restricted cash 7   7 
Prepaid expenses and other current assets 6,084   6,230 
Total current assets 320,551   280,157 
    
Property and equipment, net 9,084   10,439 
Intangible assets, net 47,279   55,136 
Operating lease right-of-use assets, net 5,188   5,250 
Goodwill 303,625   303,625 
Other non-current assets 3,241   3,048 
    
Total assets$688,968  $657,655 
    
LIABILITIES AND SHAREHOLDERS' EQUITY   
Current liabilities:   
Accounts payable 21,775   28,503 
Accrued and other current liabilities 80,781   48,598 
Operating lease liabilities, current 2,829   3,443 
Income taxes payable 1,383   1,541 
Deferred revenue, current 14,226   894 
Total current liabilities 120,994   82,979 
    
Operating lease liabilities, non-current 2,436   1,896 
Other long-term liabilities 4,126   12,909 
    
Total liabilities 127,556   97,784 
    
Shareholders' equity:   
Preference shares     
Ordinary shares 19   18 
Additional paid-in capital 813,683   694,967 
Accumulated other comprehensive loss (233)  (183)
Accumulated deficit (252,057)  (134,931)
Total shareholders’ equity 561,412   559,871 
    
Total liabilities and shareholders' equity$688,968  $657,655 


Contact:

Louis Gerhardy
408.636.2310
lgerhardy@ambarella.com


FAQ

What was Ambarella's (AMBA) revenue growth in Q4 FY2025?

Ambarella's Q4 FY2025 revenue grew 62.8% year-over-year to $84.0 million from $51.6 million.

How much of Ambarella's (AMBA) revenue came from edge AI in Q4 FY2025?

Over 70% of total revenue came from edge AI, setting both quarterly and annual records.

What is Ambarella's (AMBA) revenue guidance for Q1 FY2026?

Ambarella expects Q1 FY2026 revenue between $81.0 million and $87.0 million.

How many edge AI processors has Ambarella (AMBA) shipped cumulatively?

Ambarella has shipped approximately 30 million edge AI processors.

What is Ambarella's (AMBA) cash position at the end of Q4 FY2025?

Total cash, cash equivalents and marketable debt securities were $250.3 million at the end of Q4 FY2025.

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