Ambarella Reports Strong Q4 and FY2025 Financial Results

Santa Clara, Calif., February 26, 2025 – Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced its financial performance for the fourth quarter and full fiscal year 2025, which ended January 31, 2025.

For the fourth quarter, the company reported revenue of $84.0 million, marking a 62.8% increase from $51.6 million in the comparable quarter of fiscal 2024. Full-year revenue climbed to $284.9 million, up 25.8% from $226.5 million for the prior fiscal year.

Under U.S. generally accepted accounting principles (GAAP), Ambarella’s gross margin for Q4 was 60.0%, nearly identical to last year’s 59.8%. GAAP net loss for the fourth quarter was $20.2 million, or $0.48 per diluted share, a notable improvement from a net loss of $60.6 million, or $1.50 per diluted share, in the same period of fiscal 2024. For the full year, GAAP net loss was $117.1 million, or $2.84 per diluted share, compared with $169.4 million, or $4.25 per diluted share, for fiscal 2024.

Financial results on a non-GAAP basis also reflected improved performance. For the fourth quarter, non-GAAP figures showed a net profit of $4.8 million, or $0.11 per diluted share, reversing a non-GAAP net loss of $9.8 million, or $0.24 per diluted share, in Q4 of the prior year. For the full year, non-GAAP net loss improved to $6.8 million, or $0.16 per diluted share, compared with a non-GAAP net loss of $33.1 million, or $0.83 per diluted share, for fiscal 2024.

Looking ahead, Ambarella provided guidance for the first quarter of fiscal year 2026 ending April 30, 2025. The company expects revenue to be in the range of $81.0 million to $87.0 million, with non-GAAP gross margins between 61.0% and 62.5% and non-GAAP operating expenses estimated between $50.0 million and $53.0 million.

“We finished fiscal 2025 with strong results and are starting the new year with positive momentum,” said Fermi Wang, President and CEO. “We exited the year with more than 70% of our total revenue from edge AI, representing both a quarterly and annual record. Cumulatively, we have shipped about 30 million edge AI processors, with each SoC integrating our proprietary deep learning AI accelerator. In fiscal 2026, we anticipate mid to high teens revenue growth, led by our 5nm products through our ongoing ramp in both the CV5 and, more recently, the CV7 families.”

A conference call to discuss these results is scheduled for later today, with a live and archived webcast available on the company’s website.

Ambarella’s financial disclosures underline continued progress in operational performance and a strong market position in the edge AI segment, positioning the company for sustained growth in the coming fiscal year.

This article was generated by an automated content engine and was reviewed by a human editor prior to publication. For additional information, read Ambarella’s 8K filing here.

About Ambarella

Ambarella, Inc develops semiconductor solutions that enable high-definition (HD) and ultra HD compression, image signal processing, and artificial intelligence processing worldwide. The company's system-on-a-chip designs integrated HD video processing, image processing, artificial intelligence computer vision algorithms, audio processing, and system functions onto a single chip for delivering video and image quality, differentiated functionality, and low power consumption.