earnings
confidence high
sentiment positive
materiality 0.80
Ambarella Q1 rev $85.9M (+57.6% YoY); non-GAAP EPS $0.07; raises FY26 rev growth guidance to 19%-25%
AMBARELLA INC
2025-Q1 EPS reported
-$0.58
revenue$85,872,000
- GAAP net loss $24.3M ($0.58 loss per share) vs $37.9M loss a year ago; non-GAAP net profit $3.0M ($0.07 EPS).
- Record AI revenue for fourth consecutive quarter; Q2 rev guidance $86M-$94M.
- FY26 revenue growth guidance raised to 19%-25%, ~$348M at midpoint, citing uncertain geopolitical environment.
- Board extended share repurchase program through June 30, 2026; $48M remaining for buybacks.
- Gross margin GAAP 60.0%, non-GAAP 62.0%; cash and investments $259.4M.
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