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Jan 31, 2024

Ambarella Q4 2024 Earnings Report

Ambarella's Q4 2024 financial performance declined compared to the previous year, with revenue and GAAP net loss decreasing, but the company anticipates a return to revenue growth in fiscal year 2025.

Key Takeaways

Ambarella reported a decrease in revenue for Q4 2024 to $51.6 million, a 38.1% decrease compared to Q4 2023. The GAAP net loss was $60.6 million, or $1.50 per diluted share, compared to a net loss of $11.1 million, or $0.29 per diluted share, in the same period last year. The company expects to return to revenue growth in fiscal year 2025.

Q4 revenue was $51.6 million, a 38.1% decrease year-over-year.

GAAP gross margin was 59.8%, slightly up from 59.6% in the same period last year.

GAAP net loss was $60.6 million, or $1.50 per diluted share, compared to a net loss of $11.1 million, or $0.29 per diluted share, in Q4 2023.

Non-GAAP net loss was $9.8 million, or $0.24 per diluted share, compared to non-GAAP net income of $8.9 million, or $0.23 per diluted share, in the same period last year.

Total Revenue
$51.6M
Previous year: $83.3M
-38.1%
EPS
-$0.24
Previous year: $0.23
-204.3%
Non-GAAP Gross Margin
62.5%
Previous year: 63.5%
-1.6%
Gross Profit
$30.9M
Previous year: $49.6M
-37.9%
Cash and Equivalents
$145M
Previous year: $114M
+27.6%
Total Assets
$658M
Previous year: $710M
-7.4%

Ambarella

Ambarella

Forward Guidance

Ambarella expects Q1 2025 revenue to be between $52.0 million and $56.0 million, non-GAAP gross margin to be between 61.5% and 63.0%, and non-GAAP operating expenses to be between $46.0 million and $49.0 million.

Positive Outlook

  • Revenue is expected to be between $52.0 million and $56.0 million.
  • Gross margin on a non-GAAP basis is expected to be between 61.5% and 63.0%.

Challenges Ahead

  • Non-GAAP operating expenses are expected to be between $46.0 million and $49.0 million.