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NASDAQ:AMBA
Ambarella Stock Earnings Reports
$53.85
+1.01 (+1.91%)
At Close: May 09, 2025
Ambarella Earnings Calls
Q2 2025
(Upcoming)
| Release date | May 29, 2025 |
| EPS estimate | $0.0400 |
| EPS actual | - |
| Revenue estimate | 84.013M |
| Revenue actual | - |
| Expected change | +/- 4.87% |
Q1 2025
Beat
$0.110 (1,200.00%)
| 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% |
Q4 2024
Beat
$0.110 (266.67%)
| 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% |
Q3 2024
Beat
-$0.130 (31.58%)
| 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.
Q3 2024
Beat
| 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% |
Q4 2024
Beat
| 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% |
Q1 2025
Beat
| 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% |
Q2 2025
(Upcoming)
| 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.
Ambarella Earnings History
Earnings Calendar
FAQ
When is the earnings report for AMBA?
Ambarella (AMBA) has scheduled its earnings report for May 29, 2025 before the markets open.
What is the AMBA price-to-earnings (P/E) ratio?
AMBA P/E ratio as of May 09, 2025 (TTM) is -18.23.
What is the AMBA EPS forecast?
The forecasted EPS (Earnings Per Share) for Ambarella (AMBA) for the first fiscal quarter 2025 is $0.0400.
What are Ambarella's retained earnings?
On its balance sheet, Ambarella reported retained earnings of $84.02 million for the latest quarter ending Jan 31, 2025.
What Is an Earnings Report?
An earnings report is usually issued quarterly (Q1, Q2, Q3 & Q4) by public companies to report their performance. Earnings reports typically include net income, earnings per share, earnings from continuing operations, and net sales. Looking at the earnings report investors can start gauge the financial health of the company and make even better decisions whether to buy, sell, or stay in the company. Fundamental analysts and value investors will typically hunt for stocks that continue to show good financial ratios and use a decline as an exit point. One of the most anticipated numbers for analysis is earnings per share because it indicates how much the company earned for its shareholders. The report will also indicate a possible dividend.
Earnings Report Content
Earnings reports generally provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. These figures are typically measured against previous quarters/years. Furthermore, the earnings report usually includes a summary and analysis from the CEO or company spokesman, alongside a more general view of the financials and future forecast.
What To Know About Earnings Reports?
Announcement of earnings for a stock, particularly for well followed large-capitalization stocks, can move the market. Stock prices can fluctuate wildly on days when the quarterly earnings report is released. Despite good reports, stocks may very well fall if the investors were expecting more or they believe the next quarter will not be as good. Investors always try to be ahead of the market and future earnings/losses are often discounted into the current price of the stock. It is natural for stocks to start to move in either direction a few days before the release of an earnings report.
