Ambarella Inc (NAS:AMBA)
$ 57.75 0.44 (0.77%) Market Cap: 2.38 Bil Enterprise Value: 2.17 Bil PE Ratio: 0 PB Ratio: 4.32 GF Score: 77/100
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Q2 2025 Ambarella Inc Earnings Call Transcript

Aug 27, 2024 / 08:30PM GMT
Release Date Price: $52.79 (+3.21%)

Key Points

Positve
  • Second quarter revenue was near the high end of guidance, increasing 17% sequentially.
  • Achieved record edge AI inference revenue, supporting a higher blended average selling price.
  • Midpoint of fiscal third quarter revenue guidance implies about 24% sequential growth.
  • Initial revenue ramps from IoT and automotive customers, especially for higher-priced new products.
  • Positive momentum driven by new products like CV5, CV7, and CV3-AD families.
Negative
  • Overall economic environment is a headwind, with global auto production forecasted to be down slightly.
  • Enterprise and consumer IoT spending is mixed, adding uncertainty to revenue projections.
  • Non-GAAP net loss of $5.5 million or a $0.13 loss per diluted share for the second quarter.
  • Inventory dollars increased 8% sequentially, indicating potential overstock issues.
  • Increased headcount and project-related engineering expenses expected to raise non-GAAP OpEx in the third quarter.
Operator

Hello, and thank you for standing by. Welcome to Ambarella's Q2 fiscal year 2025 conference call. (Operator Instructions) I would now like to turn the call over to Louis Gerhardy. You may begin.

Louis Gerhardy
Ambarella Inc - Vice President, Corporate Development

Thank you, Twanda. Good afternoon and thank you for joining our second quarter fiscal year 2025 financial results conference call. On the call with me today is Dr. Fermi Wang, President and CEO, and John Young, CFO.

The primary purpose of today's call is to provide you with information regarding the results for our second quarter of fiscal year 2025. The discussion today and the responses to your questions will contain forward-looking statements regarding our projected financial results, financial prospects, market growth and demand for our solutions among other things.

These statements are based on currently available information and subject to risks, uncertainties, and assumptions. Should any of these risks or uncertainties materialize or should our assumptions prove to be

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