Ambarella reports Q4 non-GAAP EPS 11c, consensus (2c)

Reports Q4 revenue $84.0M, consensus $78.04M. “We finished fiscal 2025 with strong results and are starting the new year with positive momentum. We exited the year with more than 70% of our total revenue from edge AI, representing both a quarterly and annual record. Cumulatively, we have shipped about 30M edge AI processors, with each SoC integrating our proprietary deep learning AI accelerator,” said Fermi Wang, CEO. “In fiscal 2026, we anticipate mid to high teens revenue growth, led by our 5nm products, including the ongoing ramp in the CV5 family and now the CV7 family, which generated production revenue for the first time in Q4. Together with a focus on efficient operations, we intend to continue to drive positive operating leverage.”