Ambarella Exceeds Q4 and Full Year Fiscal 2025 Expectations, Reports Record AI Revenue

AMBA
September 20, 2025
Ambarella, Inc. announced its financial results for the fourth quarter and full fiscal year 2025, ended January 31, 2025. For Q4 FY25, revenue reached $84.0 million, a 62.8% increase from the same period in fiscal 2024, and exceeded the high-end of the company's guidance range by 5%. This performance was driven by the continued strength of its edge AI business. The company reported non-GAAP earnings per share of $0.11 for Q4 FY25, a significant improvement from a non-GAAP loss of $0.24 per share in the prior-year quarter. For the full fiscal year 2025, Ambarella's revenue was $284.9 million, up 25.8% from fiscal year 2024. Edge AI revenue constituted approximately 70% of total revenue for the full year, setting a new record. Ambarella provided an outlook for fiscal year 2026, anticipating mid to high-teens revenue growth, despite a higher base from the stronger-than-expected Q4. The company also announced that its CV7 family, representing new product revenue wave 2, reached production status for the first time in Q4. Ambarella maintained a strong balance sheet with $250.3 million in cash, cash equivalents, and marketable debt securities, marking its 16th consecutive year of positive free-cash-flow. The content on BeyondSPX is for informational purposes only and should not be construed as financial or investment advice. We are not financial advisors. Consult with a qualified professional before making any investment decisions. Any actions you take based on information from this site are solely at your own risk.