Ambarella Inc Stock Price, News & Analysis

Ambarella (NASDAQ: AMBA), an edge AI semiconductor company, has scheduled its first quarter fiscal year 2026 earnings conference call for Thursday, May 29, 2025, at 1:30 p.m. Pacific Time. The company will release its earnings report after market close on the same day. Participants who wish to ask questions during the call must register in advance online to receive dial-in numbers and a PIN. A live webcast and replay of the conference call will be accessible through the company's investor relations website.

Ambarella (NASDAQ: AMBA) announced significant advancements in edge generative AI technology at ISC West security expo, highlighting its achievement of 30 million cumulative edge AI systems-on-chip shipped. The company showcased its CVflow® 3.0 AI SoC portfolio, supporting GenAI models from 0.5 to 34 billion parameters.

Key demonstrations include DeepSeek GenAI models running across different price/performance levels, and the Cooper™ Developer Platform featuring a complete AI Model Garden. The company's integrated approach combines image processing, encoding, and system-level functions in their AI SoCs, differentiating from competitors offering standalone AI accelerators.

Applications span across security surveillance, retail analytics, public safety, and industrial monitoring, enabling real-time video analysis and AI-driven insights without cloud processing. The technology supports multi-stream processing, visual analytics, and on-device generative AI capabilities while maintaining privacy and lower total cost of ownership.

Ambarella (NASDAQ: AMBA) reported strong Q4 FY2025 results with revenue of $84.0 million, up 62.8% year-over-year. Full-year revenue reached $284.9 million, a 25.8% increase from FY2024.

Q4 GAAP gross margin was 60.0%, with a net loss of $20.2 million ($0.48 per share). Non-GAAP Q4 showed a net profit of $4.8 million ($0.11 per share). The company ended Q4 with $250.3 million in cash and equivalents.

Over 70% of total revenue came from edge AI, marking both quarterly and annual records. The company has shipped approximately 30 million edge AI processors. For Q1 FY2026, Ambarella expects revenue between $81.0-87.0 million with non-GAAP gross margin of 61.0-62.5%. Management anticipates mid to high teens revenue growth in FY2026, driven by 5nm products.

Ambarella (NASDAQ: AMBA), an edge AI semiconductor company, has scheduled its fourth quarter and fiscal year 2025 earnings conference call for Wednesday, February 26, 2025, at 1:30 p.m. Pacific Time. The company will release its earnings report after market close on the same day.

Participants who wish to ask questions during the call must register in advance online to receive dial-in numbers and a personal identification number (PIN). The conference call will be available via live webcast, and a replay will be accessible through the company's investor relations website.

Ambarella (NASDAQ: AMBA), an edge AI semiconductor company, has scheduled its fourth quarter and full fiscal year 2025 earnings conference call for February 26, 2025, at 1:30 p.m. Pacific Time. The company will release its earnings report after the market closes on the same day. Interested participants must pre-register online to receive dial-in numbers and a personal identification number (PIN) for call access. A live webcast and replay will be available on Ambarella's investor relations website.

Ambarella (NASDAQ: AMBA) has unveiled the N1-655 edge GenAI system-on-chip (SoC) during CES, expanding its N1 edge GenAI family. The new chip can decode 12 simultaneous 1080p30 video streams while processing video and running multiple vision-language models (VLMs) and CNNs, all under 20 watts of power—10-100x lower than cloud processors.

The N1-655 is designed for on-premise AI boxes, autonomous mobile robots (AMRs), and smart-city security applications. It supports popular models like Phi, Gemma, LLaVA-OneVision, and Llama without requiring internet connectivity. To support N1-655 based designs, Ambarella is launching the Cooper Pro developer kit, which will begin shipping after CES.

This development addresses the growing trend toward edge GenAI processing, offering advantages over cloud-based solutions in terms of bandwidth costs, service fees, power usage, and data security. The N1-655 samples are currently available upon request.

LG Electronics and Ambarella announced their partnership to showcase an advanced in-cabin solution at CES 2025. The collaboration integrates Ambarella's CV25 AI system-on-chip into LG's Driver Monitoring System (DMS), which is already in production with a global automotive OEM.

The CV25-powered DMS performs real-time analysis of high-resolution video from in-vehicle cameras, featuring accurate object recognition and high energy efficiency. Using LG's VisionWare software, the system can detect subtle eye and head movements to determine driver distraction or drowsiness, regardless of driver characteristics or accessories worn.

The solution is designed for flexible integration across various vehicle configurations and meets NCAP and GSR standards. Both companies aim to continue their partnership to enhance vehicle safety solutions.

Ambarella (NASDAQ: AMBA) reported Q3 FY2025 financial results with revenue of $82.7 million, up 63% year-over-year. The company posted a GAAP net loss of $24.1 million ($0.58 per share), improving from a $41.7 million loss in the same period last year. Non-GAAP net income was $4.5 million ($0.11 per share). Edge AI revenue represented approximately 70% of total revenue, reaching a record level. For Q4 FY2025, Ambarella expects revenue between $76.0-80.0 million with non-GAAP gross margin of 61.5-63.0%.

Ambarella (NASDAQ: AMBA), an edge AI semiconductor company, has scheduled its third quarter fiscal year 2025 earnings conference call for Tuesday, November 26, 2024, at 1:30 p.m. Pacific Time. The company will release its earnings report after market close on the same day. Participants who wish to ask questions during the call must register in advance to receive dial-in numbers and a PIN. A live webcast and replay of the conference call will be accessible through the company's investor relations website.