Ambarella Inc Stock Price, News & Analysis

Ambarella (NASDAQ: AMBA) will hold its third quarter fiscal 2026 earnings conference call on Tuesday, November 25, 2025 at 1:30 p.m. PT. The company will issue its earnings release after market close the same day.

Investors who wish to ask questions must register online in advance; a verification code will be emailed and must be entered to complete registration. After verification the dial-in numbers and a personal identification number (PIN) will be sent by email; the PIN is required to access the live call. A live webcast and replay will be available at http://investor.ambarella.com/events.cfm.

Ambarella (NASDAQ: AMBA), an edge AI semiconductor company, reported strong financial results for Q2 FY2026. Revenue reached $95.5 million, up 49.9% year-over-year, with non-GAAP net profit of $6.4 million ($0.15 per share) compared to a loss in the previous year.

The company's Q2 GAAP gross margin was 58.9%, while non-GAAP gross margin reached 60.5%. For Q3 FY2026, Ambarella projects revenue between $100.0-108.0 million with non-GAAP gross margin of 60.0-61.5%. The company has increased its FY2026 revenue growth estimate to 31-35%, targeting approximately $379 million.

Ambarella highlighted strong secular growth in the edge AI market, with over 36 million edge AI processors shipped to date. The company expects production shipments from its first robotic aerial drone win by FY2026 end and its first edge infrastructure deployment in FY2027.

Ambarella (NASDAQ: AMBA), an edge AI semiconductor company, has scheduled its second quarter fiscal year 2026 earnings conference call for Thursday, August 28, 2025 at 1:30 p.m. Pacific Time. The company will release its earnings report after the market closes on the same day.

Participants who wish to ask questions during the call must complete an online pre-registration. Upon registration, they will receive dial-in numbers and a personal identification number (PIN) required for call access. The conference call will be available via live webcast, with a replay option accessible through the company's investor relations website.

Ambarella (NASDAQ: AMBA) reported strong Q1 FY2026 results with revenue of $85.9 million, up 57.6% year-over-year. The company achieved its fourth consecutive quarter of record AI revenue. While GAAP net loss was $24.3 million ($0.58 per share), non-GAAP net profit reached $3.0 million ($0.07 per share). Gross margin was 60.0% GAAP and 62.0% non-GAAP. For Q2 FY2026, Ambarella expects revenue between $86.0-$94.0 million. The company increased its FY2026 revenue growth guidance to 19-25%, targeting approximately $348 million at mid-point. The company's cash position strengthened to $259.4 million. Additionally, the Board approved an extension of the share repurchase program through June 2026, with $48.0 million remaining available.

Ambarella (NASDAQ: AMBA), an edge AI semiconductor company, has scheduled its first quarter fiscal year 2026 earnings conference call for Thursday, May 29, 2025, at 1:30 p.m. Pacific Time. The company will release its earnings report after market close on the same day. Participants who wish to ask questions during the call must register in advance online to receive dial-in numbers and a PIN. A live webcast and replay of the conference call will be accessible through the company's investor relations website.

Ambarella (NASDAQ: AMBA) announced significant advancements in edge generative AI technology at ISC West security expo, highlighting its achievement of 30 million cumulative edge AI systems-on-chip shipped. The company showcased its CVflow® 3.0 AI SoC portfolio, supporting GenAI models from 0.5 to 34 billion parameters.

Key demonstrations include DeepSeek GenAI models running across different price/performance levels, and the Cooper™ Developer Platform featuring a complete AI Model Garden. The company's integrated approach combines image processing, encoding, and system-level functions in their AI SoCs, differentiating from competitors offering standalone AI accelerators.

Applications span across security surveillance, retail analytics, public safety, and industrial monitoring, enabling real-time video analysis and AI-driven insights without cloud processing. The technology supports multi-stream processing, visual analytics, and on-device generative AI capabilities while maintaining privacy and lower total cost of ownership.

Ambarella (NASDAQ: AMBA) reported strong Q4 FY2025 results with revenue of $84.0 million, up 62.8% year-over-year. Full-year revenue reached $284.9 million, a 25.8% increase from FY2024.

Q4 GAAP gross margin was 60.0%, with a net loss of $20.2 million ($0.48 per share). Non-GAAP Q4 showed a net profit of $4.8 million ($0.11 per share). The company ended Q4 with $250.3 million in cash and equivalents.

Over 70% of total revenue came from edge AI, marking both quarterly and annual records. The company has shipped approximately 30 million edge AI processors. For Q1 FY2026, Ambarella expects revenue between $81.0-87.0 million with non-GAAP gross margin of 61.0-62.5%. Management anticipates mid to high teens revenue growth in FY2026, driven by 5nm products.

Ambarella (NASDAQ: AMBA), an edge AI semiconductor company, has scheduled its fourth quarter and fiscal year 2025 earnings conference call for Wednesday, February 26, 2025, at 1:30 p.m. Pacific Time. The company will release its earnings report after market close on the same day.

Participants who wish to ask questions during the call must register in advance online to receive dial-in numbers and a personal identification number (PIN). The conference call will be available via live webcast, and a replay will be accessible through the company's investor relations website.

Ambarella (NASDAQ: AMBA), an edge AI semiconductor company, has scheduled its fourth quarter and full fiscal year 2025 earnings conference call for February 26, 2025, at 1:30 p.m. Pacific Time. The company will release its earnings report after the market closes on the same day. Interested participants must pre-register online to receive dial-in numbers and a personal identification number (PIN) for call access. A live webcast and replay will be available on Ambarella's investor relations website.