Ambarella reported strong Q3 FY2025 results with revenue reaching $82.7M, up 63% YoY and 30% QoQ, driven by robust demand for AI inference processors. Edge AI revenue achieved a record 70% of total sales. The company posted a GAAP net loss of $24.1M, or $0.58 per share, improving from a $41.7M loss year ago, while achieving non-GAAP net income of $4.5M.Gross margin improved to 60.6% GAAP and 62.6% non-GAAP in Q3. The company maintained a strong financial position with $226.5M in cash and marketable securities. For the nine months ended October 31, 2024, revenue grew 15% YoY to $200.9M.Looking ahead, Ambarella expects Q4 FY2025 revenue between $76-80M with non-GAAP gross margin of 61.5-63%. Management expressed confidence in continued growth in IoT and Auto markets through FY2025 and FY2026, driven by increasing edge AI adoption and new product momentum.

Ambarella reported strong Q3 FY2025 results with revenue reaching $82.7M, up 63% YoY and 30% QoQ, driven by robust demand for AI inference processors. Edge AI revenue achieved a record 70% of total sales. The company posted a GAAP net loss of $24.1M, or $0.58 per share, improving from a $41.7M loss year ago, while achieving non-GAAP net income of $4.5M.Gross margin improved to 60.6% GAAP and 62.6% non-GAAP in Q3. The company maintained a strong financial position with $226.5M in cash and marketable securities. For the nine months ended October 31, 2024, revenue grew 15% YoY to $200.9M.Looking ahead, Ambarella expects Q4 FY2025 revenue between $76-80M with non-GAAP gross margin of 61.5-63%. Management expressed confidence in continued growth in IoT and Auto markets through FY2025 and FY2026, driven by increasing edge AI adoption and new product momentum.