Reported Q: Q4 2025 Rev YoY: +62.8% EPS YoY: +68.0% Move: -0.85%
Ambarella Inc
0YU1.L
$65.70 -0.85%
Exchange LSE Sector Technology Industry Semiconductors
Q4 2025
Published: Mar 28, 2025

Company Status Snapshot

Fast view of the latest quarter outcome for 0YU1.L

Reported

Report Date

Mar 28, 2025

Quarter Q4 2025

Revenue

84.02M

YoY: +62.8%

EPS

-0.48

YoY: +68.0%

Market Move

-0.85%

Previous quarter: Q3 2025

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Earnings Highlights

  • Revenue of $84.02M up 62.8% year-over-year
  • EPS of $-0.48 increased by 68% from previous year
  • Gross margin of 60.9%
  • Net income of -20.23M
  • "No transcript data available." -
0YU1.L
Company 0YU1.L

Executive Summary

Ambarella reported a robust top-line acceleration in Q4 FY2025, delivering revenue of $84.0 million, up 62.8% year over year and flat-to-moderately up quarter over quarter. Gross profit reached $51.14 million with a gross margin of approximately 60.9%, underscoring a healthy product cost structure despite ongoing investments in R&D. However, the company remains unprofitable on an after-tax basis, posting an operating loss of $25.35 million and a net loss of $20.23 million for the quarter. The negative earnings are driven by sustained high research and development spend relative to revenue, though operating cash flow was positive at $25.43 million and free cash flow was $21.25 million, aided by favorable working capital movements. Ambarella ended the period with a strong balance sheet: cash and cash equivalents of about $144.6 million and total liquidity (cash plus short-term investments) near $250.3 million, yielding a net cash position of roughly $139 million. The result positions Ambarella well to pursue AI-enabled edge semiconductor opportunities in automotive, security, and robotics, but execution is essential to translate revenue growth into sustained profitability.

Key Performance Indicators

Revenue
Increasing
84.02M
QoQ: 1.65% | YoY: 62.77%
Gross Profit
Increasing
51.14M
60.87% margin
QoQ: 3.75% | YoY: 68.72%
Operating Income
Increasing
-25.35M
QoQ: 5.35% | YoY: 37.14%
Net Income
Increasing
-20.23M
QoQ: 15.94% | YoY: 66.61%
EPS
Increasing
-0.48
QoQ: 17.24% | YoY: 68.00%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 95.51 -0.47 +49.9% View
Q1 2026 85.87 -0.58 +57.6% View
Q4 2025 84.02 -0.48 +62.8% View
Q3 2025 82.65 -0.58 +63.4% View
Q2 2025 63.72 -0.85 +2.6% View