earnings
confidence high
sentiment positive
materiality 0.85
Ambarella Q4 revenue $84M (+63% YoY); non-GAAP EPS $0.11; guides FY2026 growth mid-high teens
AMBARELLA INC
2025-FY EPS
reported -$2.84
vs consensus $0.21
▼ miss
(-1446.6%)
- Revenue $84.0M in Q4 FY2025, up 62.8% YoY; full-year revenue $284.9M, up 25.8%.
- GAAP net loss narrowed to $20.2M ($0.48 loss/share) vs $60.6M loss a year ago.
- Non-GAAP net profit $4.8M ($0.11 EPS) in Q4 vs loss of $9.8M year ago; FY2025 non-GAAP loss $6.8M.
- Q1 FY2026 guidance: revenue $81-87M; non-GAAP gross margin 61.0-62.5%; non-GAAP OpEx $50-53M.
- Edge AI revenue >70% of total (record); CEO expects mid-to-high teens revenue growth in FY2026 led by 5nm CV5/CV7.