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Ambarella Inc. (GB:0YU1)
:0YU1
Earnings Data
Report Date
May 29, 2025TBA Not Confirmed
Period Ending
2026 (Q1)Consensus EPS Forecast
0.04Last Year’s EPS
-0.26Same Quarter Last Year
Moderate Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Feb 26, 2025
|% Change Since: -15.38%
|Next Earnings Date:May 29, 2025
Earnings Call Sentiment|Positive
The earnings call reflects a strong performance with significant revenue growth in AI, automotive, and IoT segments, alongside a return to profitability and positive cash flow. However, there are challenges in the automotive market and some volatility in the revenue funnel, which have impacted gross margins.Company Guidance
In the Ambarella Q3 Fiscal Year 2025 earnings call, the company provided robust guidance, reflecting a significant upward revision in their revenue forecast. The company's third-quarter revenue was reported at $82.7 million, exceeding the high end of their guidance range, with a 30% sequential increase. This growth was driven by strong performance in both the automotive and IoT segments, particularly due to new product ramps and higher-priced AI processors like the CV5. Looking forward, Ambarella is projecting a fiscal year 2025 revenue increase of 22% to 24% year-over-year, compared to their prior estimate of mid- to high-teens growth. The company also highlighted their automotive revenue funnel, valued at approximately $2.2 billion over the next six years, and their strategic focus on expanding their presence in the Level 2+ and higher autonomy automotive markets. Additionally, Ambarella is advancing its product roadmap with the upcoming introduction of 2-nanometer technology, expected to tape out in Q4 of the following year, aiming to enhance their competitive position in AI-driven edge processing markets.Record AI Revenue and Growth
Achieved a record level of AI revenue, contributing to a higher blended average selling price. Forecasting fiscal 2025 revenue to increase by 22% to 24% year-over-year.
Strong Performance in Automotive and IoT Segments
Both auto and IoT business revenues increased by about 30% sequentially, driven by new product ramps and higher-priced AI inference processors like CV5.
Non-GAAP Profitability
Returned to non-GAAP profitability in Q3 with a net profit of $4.5 million or $0.11 of earnings per diluted share.
Positive Cash Flow
Generated positive operating cash flow of $6.6 million in the quarter and $8.4 million year-to-date.
Successful Product Launches
Introduced a range of new products including CV72-based cameras, and secured significant customer engagements in both automotive and IoT markets.
GB:0YU1 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GB:0YU1 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2025 | $75.08 | $64.86 | -13.62% |
Nov 26, 2024 | $69.14 | $73.99 | +7.01% |
Aug 27, 2024 | $52.77 | $57.66 | +9.27% |
May 30, 2024 | $48.89 | $57.22 | +17.04% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ambarella Inc. (GB:0YU1) report earnings?
Ambarella Inc. (GB:0YU1) is schdueled to report earning on May 29, 2025, TBA Not Confirmed.
What is Ambarella Inc. (GB:0YU1) earnings time?
Ambarella Inc. (GB:0YU1) earnings time is at May 29, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Ambarella Inc. stock?
The P/E ratio of Ambarella is N/A.
What is GB:0YU1 EPS forecast?
GB:0YU1 EPS forecast for the fiscal quarter 2026 (Q1) is 0.04.
