earnings
confidence high
sentiment positive
materiality 0.75
Ambarella Q3 revenue $82.7M (+63% YoY); posts first non-GAAP profit in recent quarters
AMBARELLA INC
2025-Q3 EPS
reported -$2.36
vs consensus $0.05
▼ miss
(-4406.6%)
- Revenue $82.7M, up 63% YoY; above high-end of guidance range.
- GAAP net loss $24.1M ($0.58 loss per share) vs $41.7M loss YoY.
- Non-GAAP net income $4.5M ($0.11 EPS) vs non-GAAP loss of $11.2M YoY.
- Edge AI revenue ~70% of total, a new record; Q4 guidance rev $76M-$80M.
- Cash $226.5M; CEO expects growth in IoT and Auto markets in FY2025-26.