Ambarella, Inc. (AMBA) Q3 2025 Earnings Call Transcript

Ambarella, Inc. (AMBA) Q3 2025 Earnings Call Transcript


Ambarella, Inc. (NASDAQ:AMBA) Q3 2025 Earnings Conference Call November 26, 2024 4:30 PM ET

Company Participants

Louis Gerhardy – Vice President of Corporate Development
Fermi Wang – Chief Executive Officer
John Young – Chief Financial Officer

Conference Call Participants

Ross Seymore – Deutsche Bank
Tore Svanberg – Stifel
Quinn Bolton – Needham & Company
Christopher Rolland – Susquehanna
Kevin Cassidy – Rosenblatt Securities
David O’Connor – BNP Paribas Exane
Suji Desilva – ROTH Capital
Martin Yang – Oppenheimer
Richard Shannon – Craig-Hallum Capital Group
Auguste Richard – Northland Capital Markets

Operator

Good day, and thank you for standing by. Welcome to Ambarella’s Q3 Fiscal Year 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speakers presentation there will be a question-and-answer session. [Operator Instructions] Please be advised that today’s conference is being recorded.

I would now like to hand the conference over to your speaker today, Louis Gerhardy, VP, Corporate Development.

Louis Gerhardy

Thank you, Daniel, and good afternoon. Thank you for joining our third 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 third quarter of fiscal year 2025. The discussion today, 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 incorrect, our actual results could differ materially from these forward-looking statements. We’re under no obligation to update these statements. These risks, uncertainties and assumptions as



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