Ambarella Q4 2025 Earnings Report
Key Takeaways
Ambarella reported a strong finish to fiscal year 2025 with revenue reaching $84.0 million, a 62.8% increase compared to the same quarter last year. The company's non-GAAP net profit was $4.8 million, a significant improvement from the non-GAAP net loss of $9.8 million in the prior year's quarter.
Revenue for Q4 2025 reached $84.0 million, up 62.8% year-over-year.
GAAP net loss for Q4 2025 was $20.2 million, or $0.48 per diluted share, compared to a net loss of $60.6 million, or $1.50 per diluted share, for the same period in fiscal 2024.
Non-GAAP net profit for Q4 2025 was $4.8 million, or $0.11 per diluted share, compared to a non-GAAP net loss of $9.8 million, or $0.24 per diluted share, for the same period in fiscal 2024.
The company exited the year with over 70% of total revenue derived from edge AI, representing a quarterly and annual record.
Ambarella
Ambarella
Forward Guidance
For the first quarter of fiscal year 2026, Ambarella expects revenue to be between $81.0 million and $87.0 million and non-GAAP gross margin to be between 61.0% and 62.5%. Non-GAAP operating expenses are expected to be between $50.0 million and $53.0 million.