Ambarella Inc

AMBA

Equity

ISIN KYG037AX1015 / Valor 19685074

NASDAQ (2025-11-21)

USD 86.14+3.38%

Ambarella Inc
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About company

Ambarella Inc. specializes in designing semiconductor solutions for high-performance video processing and computer vision applications. Their product portfolio includes low-power video compression chips, image processors, and deep neural network processors that enhance the intelligence of cameras by extracting meaningful data from high-resolution video streams. Ambarella's technologies are utilized across diverse sectors such as video security, automotive, and robotics. In the automotive industry, the company leverages over two decades of computer vision research to develop advanced driver assistance systems (ADAS), electronic mirrors, drive recorders, and autonomous driving technologies, catering to original equipment manufacturers and Tier-1 suppliers worldwide. Additionally, their solutions support various applications in autonomous vehicles, surveillance systems, and other robotics platforms, positioning Ambarella as a key player in the integration of intelligent vision capabilities into modern devices.

Summarized from source with an LLMView SourceSector: Technology

Revenue Growth

Revenue for the third quarter of fiscal 2025 reached $82.7 million, marking a 63% increase from $50.6 million in the corresponding quarter of fiscal 2024. For the nine months ended October 31, 2024, revenue was $200.9 million, up 15% from $174.9 million in the same period the previous year.

Improved Gross Margin

The GAAP gross margin for the third quarter of fiscal 2025 was 60.6%, up from 59.3% in fiscal 2024. On a non-GAAP basis, the gross margin remained steady at 62.6% compared to the same period last year.

Reduced Net Loss

GAAP net loss for the third quarter of fiscal 2025 was $24.1 million, or a loss per diluted ordinary share of $0.58, compared to a GAAP net loss of $41.7 million, or $1.04 per share, in fiscal 2024. Additionally, non-GAAP net income was reported at $4.5 million, or $0.11 per diluted share, reversing a non-GAAP net loss of $11.2 million in the previous year.

Fourth Quarter Guidance

Ambarella Inc. provided guidance for the fourth quarter of fiscal year 2025, expecting revenue between $76.0 million and $80.0 million. The company also anticipates a non-GAAP gross margin between 61.5% and 63.0%, with non-GAAP operating expenses projected between $49.0 million and $52.0 million.

Summarized from source with an LLMView Source

Key figures

40.5%1Y

20.0%3Y

29.6%5Y

Performance

64.3%1Y

56.0%3Y

62.7%5Y

Volatility