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Ambarella Q3 Earnings Beat Estimates, Revenues Jump More Than 31% Y/Y
ZACKS· 2025-11-26 13:21
Key Takeaways Ambarella's Q3 EPS of 27 cents and $108.5M in revenues topped estimates with sharp year-over-year growth.AMBA saw mid-teen sequential growth in IoT revenues and low single-digit growth in the automotive segment.Ambarella ended Q3 with $295.3M in cash and issued Q4 guidance, calling for softer sequential revenues.Ambarella, Inc. (AMBA) reported stronger-than-expected third-quarter fiscal 2026 results. It reported third-quarter non-GAAP earnings of 27 cents per share, which surpassed the Zacks C ...
Ambarella, Inc. Announces Third Quarter Fiscal Year 2026 Financial Results
Globenewswire· 2025-11-25 21:05
SANTA CLARA, Calif., Nov. 25, 2025 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced financial results for its third quarter of fiscal year 2026 ended October 31, 2025. Revenue for the third quarter of fiscal 2026 was $108.5 million, up 31.2% from $82.7 million in the same period in fiscal 2025. For the nine months ended October 31, 2025, revenue was $289.8 million, up 44.3% from $200.9 million for the nine months ended October 31, 2024.Gross margin under ...
长电科技- 花旗 2025 年中国会议新看点:2026 年前景光明
花旗· 2025-11-18 09:41
Flash | 13 Nov 2025 12:45:01 ET │ 10 pages JCET Group (600584.SS) What's New from Citi 2025 China Conference: 2026 Looking Bright CITI'S TAKE JCET mgmt. attended Citi's China Conference on Nov 13. Mgmt. is positive on growth segments (computing, automotive) while seeing near-term volatility due to resource adjustment. JCET remains confident on its technology leadership and will sustain investment to stay ahead of competition. Key takeaways from our meeting include: 1) Computing, automotive are key growth dr ...
Ambarella Announces Third Quarter Fiscal Year 2026 Earnings Conference Call to be Held November 25, 2025
Globenewswire· 2025-11-07 22:00
Core Viewpoint - Ambarella, Inc. will hold its third quarter fiscal year 2026 earnings conference call on November 25, 2025, at 1:30 p.m. Pacific Time, with the earnings release issued after market close on the same day [1]. Company Overview - Ambarella is an edge AI semiconductor company that provides products for various applications, including video security, advanced driver assistance systems (ADAS), electronic mirrors, telematics, driver/cabin monitoring, autonomous driving, edge infrastructure, drones, and robotics [3]. - The company's low-power systems-on-chip (SoCs) are designed for high-resolution video compression, advanced image and radar processing, and deep neural network processing, enabling intelligent perception, sensor fusion, and planning [3]. Conference Call Registration - Interested participants must register online in advance to ask questions during the call, and a registration verification code will be emailed for completion of the registration process [2]. - After registration, dial-in numbers and a personal identification number (PIN) will be sent to the registered email, which is required to access the live call [2]. Webcast Information - A live webcast of the conference call and a replay will be available on Ambarella's investor relations website [3].
Ambarella, Inc. Announces Second Quarter Fiscal Year 2026 Financial Results
Globenewswire· 2025-08-28 20:05
Core Viewpoint - Ambarella, Inc. reported strong financial results for the second quarter of fiscal year 2026, with significant revenue growth driven by the edge AI market and an optimistic outlook for future performance [1][4]. Financial Performance - Revenue for the second quarter of fiscal 2026 was $95.5 million, representing a 49.9% increase from $63.7 million in the same period of fiscal 2025 [5]. - For the six months ended July 31, 2025, revenue totaled $181.4 million, up 53.5% from $118.2 million for the same period in fiscal 2024 [5]. - GAAP net loss for the second quarter was $20.0 million, or loss per diluted share of $0.47, compared to a net loss of $34.9 million, or loss per diluted share of $0.85, in the same period of fiscal 2025 [5]. - Non-GAAP net profit for the second quarter was $6.4 million, or earnings per diluted share of $0.15, compared to a non-GAAP net loss of $5.5 million, or loss per diluted share of $0.13, in the same period of fiscal 2025 [5]. Guidance and Outlook - The company increased its revenue growth estimate for fiscal 2026 to a range of 31% to 35%, approximately $379 million at the midpoint [4]. - Revenue guidance for the third quarter of fiscal 2026 is expected to be between $100.0 million and $108.0 million, with a non-GAAP gross margin expected to be between 60.0% and 61.5% [5]. Market Position and Strategy - Ambarella has shipped over 36 million edge AI processors to date, establishing itself as a market leader in the edge AI sector [6]. - The company is focused on expanding its applications in the edge AI market, including automotive and robotics, with expectations for production shipments from new product wins [4][7]. Cash Position - Total cash, cash equivalents, and marketable debt securities at the end of the second quarter of fiscal 2026 was $261.2 million, compared to $259.4 million at the end of the prior quarter and $219.8 million a year ago [3].
Ambarella Announces Second Quarter Fiscal Year 2026 Earnings Conference Call to be Held August 28, 2025
Globenewswire· 2025-08-07 21:00
SANTA CLARA, Calif., Aug. 07, 2025 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced it will hold its second quarter fiscal year 2026 earnings conference call on Thursday, August 28, 2025 at 1:30 p.m. (Pacific Time). The company will issue its earnings release after the market closes that same day. About Ambarella Ambarella's products are used in a wide variety of edge AI and human vision applications, including video security, advanced driver assistance s ...
Lattice's Power-Efficient FPGAs Offer A Niche
Seeking Alpha· 2025-05-07 12:55
Company Overview - Lattice Semiconductor Corporation (NASDAQ: LSCC) is positioned at the intersection of several rapidly growing trends in the semiconductor industry, including edge AI, 5G, robotics, industrial automation, and automotive applications [1]. Product Offering - The company offers an ultra-low power small FPGA (Field-Programmable Gate Array) portfolio that is well-suited for the aforementioned applications, highlighting its adaptability and relevance in the current market [1]. Market Trends - The demand for field-programmable chips is increasing due to their reconfigurability, which allows for flexibility in various technological applications [1].