UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMBARELLA, INC. (Exact name of registrant as specified in its charter) Title of each class Trading Symbol Name of each exchange on which registered Ordinary Shares, $0.00045 Par Value Per Share AMBA The Nasdaq Global Select Market Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended July 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d ...

With a top AI stock taking it on the chin, investors appeared to be looking for alternatives with solid potential.The news has been very positive with microchip stock Ambarella (AMBA 1.51%) over the past few days, and investors have been piling into the artificial intelligence (AI)-focused company. According to data compiled by S&P Global Market Intelligence, as of Friday before market open Ambarella's share price was up a mighty 19% week to date. Solid quarterly results, a series of analyst price target ra ...

Ambarella's Q2 report came with encouraging results and some intriguing developments on the AI front.Ambarella (AMBA 9.45%) stock is surging in Wednesday's trading. The imaging company's share price was up 10.3% as of 1:15 p.m. ET, according to data from S&P Global Market Intelligence.After the market closed yesterday, Ambarella published results for the second quarter of its current fiscal year (which ended July 31). The company delivered sales, earnings, and forward guidance that beat the market's expecta ...

Ambarella (AMBA) shares were trading more than 20% higher during the pre-market session today as the company reported a narrower-than-expected loss for the second quarter of fiscal 2025. It reported a non-GAAP loss of 13 cents per share for the quarter, narrower than the Zacks Consensus Estimate of a loss of 19 cents.The bottom-line result also compared favorably with the year-ago quarter’s non-GAAP loss of 15 cents per share. The improvement was due to higher revenues and prudent expense management actions ...

Hiroshi Watanabe Ahead of posting second quarter results for fiscal 2025, Ambarella, Inc. (NASDAQ:AMBA) traded as low as $40 earlier this month. In hindsight, Japan’s Black Monday moment pulled semiconductor equipment stocks sharply lower. After AMBA stock double-bottomed, the share price gained to close at closer to its moving average. At the time of writing, AMBA shares added another 18% after posting a quarterly earnings per share loss and a 2.6% Y/Y increase in revenue. What did markets like about t ...

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page. Considering buying AMBA stock? Here’s what analysts think: ...

AI is big business, and Ambarella NASDAQ: AMBA will benefit from it over the next decade, probably longer. While attention has been fixed on infrastructure names like NVIDIA NASDAQ: NVDA, Microsoft NASDAQ: MSFT, and Oracle NYSE: ORCL, the time has come to pay attention to the next wave of winners, of which Amberalla is a key player. Now that AI infrastructure build-out is underway and AI models are being trained, the focus is turning to inference, which, for many industries, means optical input gathering, w ...

Financial Data and Key Metrics Changes - Revenue for Q2 fiscal year 2025 was $63.7 million, up 17% sequentially and up 3% year-over-year [19] - Non-GAAP gross margin for Q2 was 63.3%, slightly above the midpoint of prior guidance [19] - Non-GAAP net loss was $5.5 million, or a $0.13 loss per diluted share [20] - Cash and marketable securities increased by $16.5 million to $219.8 million [20] - Positive operating cash flow of $16.7 million was generated for the quarter [20] Business Line Data and Key Metrics Changes - Auto revenue grew slightly sequentially, while IoT revenue represented about 70% of total revenue [8] - Record edge AI inference revenue supported a higher blended average selling price [8] - New products, particularly the CV5 family, are expected to drive significant revenue growth [10][12] Market Data and Key Metrics Changes - Global auto production is forecasted to decline slightly this year, impacting the automotive market [9] - Demand for AI-powered solutions is rising, particularly in IoT and automotive sectors [9] - The enterprise security camera market is seeing new product introductions with higher ASPs [15] Company Strategy and Development Direction - The company is focused on ramping new products, including the CV5, CV7, and CV3-AD families, which are expected to drive future revenue growth [10][12] - Investment in AI inference and edge computing is a strategic priority, with expectations for significant long-term growth [17] - The company aims to achieve profitability while managing expenses and sustaining investment in R&D [18] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving mid to high-teens percent revenue growth for fiscal year 2025 [8] - The economic environment presents headwinds, but company-specific factors are driving strong results [9] - Inventory corrections are largely complete, allowing for a return to normal ordering patterns [45] Other Important Information - The company will participate in several upcoming technology conferences, indicating ongoing engagement with investors and industry stakeholders [6] - The CV72 product is expected to ramp up production by the end of fiscal year 2025, with potential for advanced applications in the future [38] Q&A Session Summary Question: Is the vision language model a new opportunity? - The vision language model was demonstrated at CES and has attracted customer interest for real-time applications [26] Question: How does the guidance for Q3 compare to traditional seasonality? - The guidance reflects normal seasonality, with expectations for a typical decline in Q4 [28] Question: What is driving the strength in the upcoming quarter? - Strength is driven by new product introductions and higher ASPs in both IoT and automotive markets [30] Question: How is the company addressing pricing pressures in the Chinese market? - The company acknowledges pricing pressures but maintains that gross margin profiles will remain stable [68] Question: What is the outlook for the consumer IoT segment? - The consumer IoT segment remains weak, but potential future applications may provide opportunities for growth [80]

Ambarella (AMBA) came out with a quarterly loss of $0.13 per share versus the Zacks Consensus Estimate of a loss of $0.19. This compares to loss of $0.15 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 31.58%. A quarter ago, it was expected that this video-compression chipmaker would post a loss of $0.32 per share when it actually produced a loss of $0.26, delivering a surprise of 18.75%.Over the last four quarters, the compan ...

Exhibit 99.1 Ambarella, Inc. Announces Second Quarter Fiscal Year 2025 Financial Results August 27, 2024 —Santa Clara, Calif. – Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced financial results for its second quarter of fiscal year 2025 ended July 31, 2024. • Revenue for the second quarter of fiscal 2025 was $63.7 million, up 3% from $62.1 million in the same period in fiscal 2024. For the six months ended July 31, 2024, revenue was $118.2 million, down 5% from $124.3 milli ...