Ambarella, Inc. (AMBA) Q3 2025 Earnings Call Transcript Summary
Ambarella, Inc. (AMBA) Q3 2025 Earnings Call Transcript Summary
Achieved a non-GAAP net profit of $4.5 million or $0.11 per diluted share, up from prior quarters.The following is a summary of the Ambarella, Inc. (AMBA) Q3 2025 Earnings Call Transcript:
以下是Ambarella, Inc. (AMBA) 2025年第三季度業績會議的簡報：
Financial Performance:
財務表現：
Q3 revenue was reported at $82.7 million, reflecting a 30% sequential increase and a 63% year-over-year increase.
Non-GAAP gross margin for the third quarter stood at 62.6%, influenced by product mix with some legacy processors at lower margins.
Achieved a non-GAAP net profit of $4.5 million or $0.11 per diluted share, up from prior quarters.
第三季度營業收入報告爲8270萬美元，環比增長30%，同比增長63%。
第三季度的非通用會計毛利率爲62.6%，受產品組合影響，一些傳統處理器的利潤較低。
實現了非通用會計淨利潤450萬美元，每股攤薄收益爲0.11美元，較之前季度有所增加。
Business Progress:
業務進展：
New product ramps, particularly those incorporating AI processors like CV5, have enabled substantial revenue growth.
Anticipate continued revenue growth from new product waves like the CV7 in fiscal 2026 and CV3 AD SoCs targeting higher levels of autonomy expected to commence in fiscal 2027.
Remarkable adoption in IoT and auto sectors with notable new model integrations and customer partnerships.
新產品的推出，特別是那些集成人工智能處理器如CV5的產品系列，已經實現了可觀的營業收入增長。
預計繼續從諸如CV7在2026財年和CV3 AD SoCs等新產品浪潮中獲得營業收入增長，這些產品旨在在2027財年開始帶來更高水平的自主權。
物聯網和汽車行業的採用率顯著提高，新模型集成和客戶合作伙伴關係引人注目。
Opportunities:
機會：
Expects growth from new product waves CV7 and ongoing AI integration, expanding its bearings in IoT and automotive sectors.
Forecasts revenue increase in fiscal 2025 by 22% to 24% year-over-year from previously estimated mid- to high teens.
預計通過新產品波CV7和持續的人工智能集成實現增長，在物聯網和汽車行業擴大其業務範圍。
預計2025財年營業收入將同比增長22%至24%，高於先前估計的中至高青少年水平。
Risks:
風險：
Noted that global vehicle production growth is sluggish, with delays in OEM projects and software development impacting expected revenue growth rates.
Observed decreased forecast and cancellation of projects in the automotive revenue funnel due to market volatility.
全球車輛生產增長緩慢，原始設備製造商項目延誤和軟件開發影響預期營業收入增長率。
由於市場波動，觀察到在汽車營收渠道中減少了預測和項目取消。
Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.
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譯文內容由第三人軟體翻譯。
