secwatch.observer — SEC 8-K summary
======================================

Issuer:     AMBARELLA INC (AMBA)
CIK:        0001280263
Form:       8-K
Filed at:   2025-02-26T23:59:59+00:00
Accession:  0001193125-25-036769
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Ambarella Q4 revenue $84M (+63% YoY); non-GAAP EPS $0.11; guides FY2026 growth mid-high teens
--------------------------------------------------------------------------------

- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1280263/000119312525036769/0001193125-25-036769-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1280263/000119312525036769/d891042d8k.htm
  HTML page:      https://secwatch.observer/filing/0001193125-25-036769

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer