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Press releaseGlobeNewswire· November 25, 2025

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

View original at globenewswire.com
Ambarella, Inc. Announces Third Quarter Fiscal Year 2026 Financial Results SANTA CLARA, Calif., Nov. 25, 2025 (GLOBE NEWSWIRE) -- Ambarella, Inc…
Opening lines of the source · GlobeNewswire · short snapshot — read the full document at the original

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  • 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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Pharma Pipeline Catalysts and M&A Heat Up as AI-Designed Drugs Enter the Clinic
Late-September 2026 brought a dense run of clinical readouts: Novo Nordisk's CagriSema data at EASD, Lilly's ADtouch results for EBGLYSS, and Merck's tulisokibart Phase 2b result. Lilly's $2.9B Merida Biosciences acquisition and the 2026-11-14 FDA PDUFA date for ivonescimab sit alongside these as the main deal and regulatory events. AI-designed drugs such as rentosertib, and speculative AI-linked trial ventures such as QAIAx, are moving from hype toward clinical validation. Broader AI-sector regulatory and legal friction (Tesla Cybercab probe, xAI Minnesota ruling, OpenAI lawsuits) shows rising scrutiny that could spill into AI-driven healthcare.
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Satellite-Terrestrial Network Integration Acceleration
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Apple Inc.
The observation date (2025-12-27) precedes Q1 2026, making it logically impossible to have actual Q1 2026 cash data at that point. Q1 2026 would not end until March 31, 2026. Additionally, the magnitude of the difference ($45.3B vs $132.42) is implausibly large even as a normal quarterly change for Apple. While different fiscal periods can show different values, the timing relationship here suggests a data integrity issue rather than legitimate period-over-period variation.
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