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.
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ABOUT AMBARELLA
Ambarella
Ambarella, Inc. develops semiconductor solutions for video that enable high-definition (HD) and ultra HD compression, image processing, and deep neural network processing worldwide. The company's system-on-a-chip designs integrated HD video processing, image processing, artificial intelligence computer vision algorithms, audio processing, and system functions onto a single chip for delivering video and image quality, differentiated functionality,...
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