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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

What we drew from this source

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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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Live from the substrate
What we're seeing
Q4 2026 Clinical Catalyst Season: Big-Pharma Data Flow, Regulatory Milestones, and a Thin AI-Drug Fringe
October 2026 conferences (EASD, IGCS, NACFC, HFSA) are producing a dense run of late-stage readouts from Novo Nordisk, Lilly, Roche, Bayer, Vertex and Galderma. Regulatory milestones are scheduled behind them: the ivonescimab BLA PDUFA date on 2026-11-14, FDA acceptance of Roche's vamikibart BLA, and Scholar Rock's EMA resubmission. The AI-and-finance angle is peripheral. It consists of the AI-designed drug Rentosertib and QAIAx, a speculative microcap whose trial claims (the QIII pilot, anticipated 2027-01-01, and a patent update) are forecasts and filings rather than data, so they warrant skepticism.
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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.
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Where sources disagree
ING Group
Both facts record the same metric (shares_outstanding) for ING Group at the identical observation date (2025-12-31). FACT A states 2,902,437,688 shares; FACT B states 2,902 million shares (2,902,000,000). The difference is 437,688 shares (~0.015%). This is a genuine value conflict, though the discrepancy appears to result from FACT B rounding to the nearest million while FACT A provides the precise count.
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