Ambarella Stock Earnings Reports
Ambarella Earnings Calls
Release date | May 29, 2025 |
EPS estimate | $0.0400 |
EPS actual | - |
Revenue estimate | 84.013M |
Revenue actual | - |
Expected change | +/- 4.87% |
Release date | Feb 26, 2025 |
EPS estimate | -$0.0100 |
EPS actual | $0.110 |
EPS Surprise | 1,200.00% |
Revenue estimate | 84.013M |
Revenue actual | 84.015M |
Revenue Surprise | 0.0022% |
Release date | Nov 26, 2024 |
EPS estimate | $0.0300 |
EPS actual | $0.110 |
EPS Surprise | 266.67% |
Revenue estimate | 79.015M |
Revenue actual | 82.653M |
Revenue Surprise | 4.60% |
Release date | Aug 27, 2024 |
EPS estimate | -$0.190 |
EPS actual | -$0.130 |
EPS Surprise | 31.58% |
Revenue estimate | 69M |
Revenue actual | 63.724M |
Revenue Surprise | -7.65% |
Last 4 Quarters for Ambarella
Below you can see how AMBA performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
Release date | Aug 27, 2024 |
Fiscal end date | Jul 31, 2024 |
Price on release | $52.79 |
EPS estimate | -$0.190 |
EPS actual | -$0.130 |
EPS surprise | 31.58% |
Date | Price |
---|---|
Aug 21, 2024 | $49.82 |
Aug 22, 2024 | $48.26 |
Aug 23, 2024 | $49.87 |
Aug 26, 2024 | $51.15 |
Aug 27, 2024 | $52.79 |
Aug 28, 2024 | $58.40 |
Aug 29, 2024 | $59.28 |
Aug 30, 2024 | $59.70 |
Sep 03, 2024 | $55.54 |
4 days before | 5.96% |
4 days after | 5.21% |
On release day | 10.63% |
Change in period | 11.48% |
Release date | Nov 26, 2024 |
Fiscal end date | Oct 31, 2024 |
Price on release | $68.41 |
EPS estimate | $0.0300 |
EPS actual | $0.110 |
EPS surprise | 266.67% |
Date | Price |
---|---|
Nov 20, 2024 | $59.07 |
Nov 21, 2024 | $61.30 |
Nov 22, 2024 | $63.62 |
Nov 25, 2024 | $67.29 |
Nov 26, 2024 | $68.41 |
Nov 27, 2024 | $72.44 |
Nov 29, 2024 | $71.55 |
Dec 02, 2024 | $70.17 |
Dec 03, 2024 | $71.84 |
4 days before | 15.81% |
4 days after | 5.01% |
On release day | 5.89% |
Change in period | 21.62% |
Release date | Feb 26, 2025 |
Fiscal end date | Jan 31, 2025 |
Price on release | $75.81 |
EPS estimate | -$0.0100 |
EPS actual | $0.110 |
EPS surprise | 1,200.00% |
Date | Price |
---|---|
Feb 20, 2025 | $81.27 |
Feb 21, 2025 | $78.20 |
Feb 24, 2025 | $75.84 |
Feb 25, 2025 | $73.63 |
Feb 26, 2025 | $75.81 |
Feb 27, 2025 | $62.83 |
Feb 28, 2025 | $61.43 |
Mar 03, 2025 | $56.81 |
Mar 04, 2025 | $55.35 |
4 days before | -6.72% |
4 days after | -26.99% |
On release day | -17.13% |
Change in period | -31.89% |
Release date | May 29, 2025 |
Fiscal end date | Apr 30, 2025 |
Price on release | - |
EPS estimate | $0.0400 |
EPS actual | - |
Date | Price |
---|---|
May 05, 2025 | $50.14 |
May 06, 2025 | $49.81 |
May 07, 2025 | $51.04 |
May 08, 2025 | $52.84 |
May 09, 2025 | $53.85 |
Ambarella Earnings Call Transcript Summary of Q1 2025
Financial Highlights
Gross Margin: Non-GAAP gross margin was 63.4%, which was above prior guidance.
Operating Loss: The non-GAAP net loss was $10.5 million, translating to a loss of $0.26 per diluted share.
Cash and Securities: Cash decreased by $16.6 million to $203.3 million, with operating cash outflow of $15 million.
Outlook
- Q2 Guidance: Expected revenue for Q2 is projected between $60 million to $64 million, with continued sequential growth anticipated in both IoT and automotive sectors.
- Full-Year Growth: Expected revenue growth for fiscal 2025, driven by the recovery from inventory corrections and the growth of the AI portfolio, specifically an anticipated over 30% growth in AI inference revenue.
Business Highlights
- AI Products: AI products, particularly in edge applications, comprise around two-thirds of total revenue, reflecting the company's strong engagement in AI technologies for various applications.
- Customer Engagement: Significant wins were announced, particularly in the automotive sector, including first wins for the CV3-AD family of AI central domain controllers in passenger vehicles and commercial vehicles.
- Strategic Collaborations: Engagements with leading companies like a top electric vehicle (EV) manufacturer in China and a collaboration with SANY Corporation, enhancing the company's automotive footprint.
Market Dynamics
- Chinese Automotive Market: Chinese automakers show aggressive adoption of advanced technology for autonomy levels (Level 2+), creating a favorable environment for Ambarella’s products.
- AI Inference Market: The development of AI inference applications is occurring faster than expected within the enterprise IoT sector, contributing to further growth opportunities.
Risks and Considerations
- Ambarella continues to navigate geopolitical risks while maintaining its presence in the Chinese market, balancing local components with international technology.
- Seasonal revenue trends historically see a decline in Q4, which investors should consider in future projections.
Concluding Expectations
Overall, Ambarella's integration of advanced AI technologies and diversified customer wins are positioned to support a positive trajectory in both revenue and innovation, making it an important time for investors to monitor the company's progress in AI and automotive markets.