AMBARELLA INC (AMBA) FY2025 10-K Annual Report
AMBARELLA INC (AMBA) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Mar 28, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.
AMBARELLA INC FY2025 10-K Analysis
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
AMBARELLA INC FY2025 Key Financial MetricsXBRL
Revenue
$285M
▲ +25.8% YoY
Net Income
-$117M
▲ +30.9% YoY
Gross Margin
60.5%
▲ +8bp YoY
Operating Margin
-44.4%
▲ +2381bp YoY
Net Margin
-41.1%
▲ +3369bp YoY
ROE
-20.9%
▲ +940bp YoY
Total Assets
$689M
▲ +4.8% YoY
EPS (Diluted)
$-2.84
▲ +33.2% YoY
Operating Cash Flow
$34M
▲ +77.9% YoY
Source: XBRL data from AMBARELLA INC FY2025 10-K filing on SEC EDGAR. All figures in USD.
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