Ambarella reported Q2 FY2025 revenue of $63.7M, up 3% YoY, with a GAAP net loss of $34.9M or $0.85 per share. The company achieved record revenue for edge AI inference products, while gross margin declined slightly to 60.8% from 61.9% YoY. Cash and marketable securities stood at $219.8M at quarter-end.For Q3 FY2025, Ambarella projects revenue between $77.0M-$81.0M with non-GAAP gross margin of 62.5%-64.0%. The company expects double-digit sequential growth driven by initial revenue ramps from IoT and Automotive customers, particularly from new products.Management expressed optimism about long-term growth potential as new products position the company to expand its computer vision business into advanced AI networks, including vision-language models and GenAI, where increasing edge compute demands could drive future revenue growth.

Ambarella reported Q2 FY2025 revenue of $63.7M, up 3% YoY, with a GAAP net loss of $34.9M or $0.85 per share. The company achieved record revenue for edge AI inference products, while gross margin declined slightly to 60.8% from 61.9% YoY. Cash and marketable securities stood at $219.8M at quarter-end.For Q3 FY2025, Ambarella projects revenue between $77.0M-$81.0M with non-GAAP gross margin of 62.5%-64.0%. The company expects double-digit sequential growth driven by initial revenue ramps from IoT and Automotive customers, particularly from new products.Management expressed optimism about long-term growth potential as new products position the company to expand its computer vision business into advanced AI networks, including vision-language models and GenAI, where increasing edge compute demands could drive future revenue growth.