Ambarella Inc (NAS:AMBA)

$ 47.57 +0.91 (+1.95%) Market Cap: 2.02 Bil Enterprise Value: 1.77 Bil PE Ratio: 0 PB Ratio: 3.56 GF Score: 80/100

Q4 2025 Ambarella Inc Earnings Call Transcript

Feb 26, 2025 / 09:30 PM GMT

Release Date Price: $75.81 (+2.96%)

Transcript 8-K

Key Points

Positve

Ambarella Inc (AMBA) achieved record AI revenue in Q4 and for the full fiscal year 2025.
Revenue increased 2% sequentially, exceeding the high end of guidance by 5%.
Fiscal 2025 revenue increased 26% year over year, with both units and average selling price rising.
The company returned to non-GAAP profitability in the second half of fiscal 2025.
Ambarella Inc (AMBA) has maintained positive free cash flow for 16 consecutive years.

Negative

Non-GAAP gross margin for fiscal Q4 was slightly lower than the midpoint of prior guidance due to product mix.
There is uncertainty related to government policy decisions, which could impact the second half of fiscal 2026.
Automotive revenue is expected to decline sequentially in Q1 fiscal 2026.
The company faces potential indirect impacts from tariffs affecting customer supply chains.
The older VP video processor product line is expected to continue a slow decline.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AMBA.OQ - Ambarella Inc
Q4 2025 Ambarella Inc Earnings Call
Feb 26, 2025 / 09:30PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to umbrellas Q4 and full fiscal year 2025 earnings conference call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question and answer session. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising you your hand is raised to withdraw your question, please press 11 again. Please be advised that today's conference is being recorded.

I would now like to hand the conference over to your speaker today, Louis Gerhary, VP corporate development. Please go ahead.

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Unidentified_2 [2]
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