AMBA AMBARELLA INC
FY2025 10-K
AMBARELLA INC (AMBA) filed its fiscal year 2025 10-K annual report with the SEC on Mar 28, 2025. This page provides AI-powered analysis of the filing, including business overview, management discussion, risk factors, and key financial metrics from XBRL data.
AI Filing AnalysisFY2025 10-K
Business Overview
- • Core business: Developer of low-power AI SoC semiconductors and software for edge AI in automotive, IoT, and human-viewing camera applications
- • New products: Launched CV7, CV3, N1 SoCs with 3rd-gen CVflow AI accelerator on advanced 5nm tech; N1 supports LLM inferencing up to 34B parameters
Management Discussion & Analysis
- • Revenue $284.9M, up 25.8% YoY from $226.5M in fiscal 2024 due to higher unit shipments, AI processor sales, and increased NRE revenue
- • Operating loss $126.6M, improved from $154.6M loss in fiscal 2024; operating margin -44.4% vs -68.3%
Risk Factors
- • U.S. export controls restrict sales to China and Hong Kong, with BIS imposing licensing requirements on semiconductor SoCs affecting AMBARELLA’s ability to compete internationally
- • Primary inventory warehouse in Hong Kong exposed to political unrest, risking shipments, business interruptions, and potential costly relocation of operations
Financial SummaryXBRL
Revenue
$285M
Net Income
-$117M
Gross Margin
60.5%
Operating Margin
-44.4%
Net Margin
-41.1%
ROE
-20.9%
Total Assets
$689M
EPS (Diluted)
$-2.84
Operating Cash Flow
$34M
Source: XBRL data from AMBARELLA INC FY2025 10-K filing on SEC EDGAR. All figures in USD.
Get deeper insights on AMBARELLA INC
Access full AI analysis, insider trading data, fund holdings, and cross-signal detection on SignalX.