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Press releaseGlobeNewswire· November 25, 2025

Ambarella, Inc. Announces Third Quarter Fiscal Year 2026 Financial Results

View original at globenewswire.com
“For the nine months ended October 31, 2025, revenue was $289.8 million, up 44.3% from $200.9 million for the nine months ended October 31, 2024.”
Verbatim excerpt from the source · GlobeNewswire · short snapshot — read the full document at the original

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

  • We reported record quarterly revenue, above the high-end of our third quarter guidance, with edge AI revenue setting its sixth consecutive revenue record

    80% confidence
  • Non-GAAP operating expenses for Q4 FY2026 are expected to be between $55.0 million and $58.0 million

    80% confidence
  • Non-GAAP gross margin for Q4 FY2026 is expected to be between 59.0% and 60.5%

    80% confidence
  • Year-to-date free-cash-flow is 14.8% of revenue, reflecting strong growth and operating efficiency, as well as ability to sustain edge AI R&D investment

    80% confidence
  • The opportunity ahead is driven by rising breadth of edge AI applications demanding their products, outlook for robust new product cycles given demand for higher performance edge AI SoCs, and rising average selling price outlook

    80% confidence
  • New F2026 revenue growth guidance range of 36% to 38% is projected to represent an all-time fiscal year record for the company, versus prior estimate of 31% to 35%

    80% confidence
  • Revenue for Q4 FY2026 is expected to be between $97.0 million and $103.0 million

    80% confidence

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What we know · the intelligence behind this page
Live from the substrate
What we're seeing
Q4 2026 Biotech Catalyst Window: ESMO Data, the Ivonescimab PDUFA and Small-Cap Delistings
Mid-October to November 2026 is a dense catalyst period for clinical-stage biotech. Positive late-stage readouts (ALOFT-IPF, TELIGAN, MIUDELLA, the duvakitug extension) and the ESMO 2026 presentations lead up to the FDA's 14 November PDUFA date for the ivonescimab BLA. At the opposite end of the market, Spago Nanomedical is moving to delist from Nasdaq First North, which shows how hard it is for micro-cap developers to fund themselves. Value is concentrating in companies with late-stage data and near-term regulatory outcomes.
Our read on the data ›
Signals we're tracking
EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
Patterns we're watching ›
Where sources disagree
Ford Motor Company
Both facts give cash for Ford Motor Company at the same point in time (2025-12-31; FY 2025 year-end and Q4 2025 year-end are the same date). Both are labelled USD, but the values are 23,356,000,000 and 23.356, which cannot both be true in USD. The two numbers agree once the second is read as billions (23.356 bn = 23,356,000,000), so the economic content is consistent and the conflict is a unit/scale error in the Q4 2025 record. The period is not the reason for the conflict: a Q4 and an FY figure at the same year-end date should match.
We flag conflicts openly ›
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