Welcome to our dedicated page for Ambarella news (Ticker: AMBA), a resource for investors and traders seeking the latest updates and insights on Ambarella stock.
Ambarella, Inc. develops low-power system-on-chip semiconductors and software for edge AI, computer vision, and video processing applications. News about Ambarella commonly covers earnings releases, product launches, technology briefings, and ecosystem updates tied to its AI SoC portfolio, including vision processors, developer tools, and software used in edge endpoints and edge infrastructure.
Company updates also address use cases across video security, automotive camera systems, ADAS, telematics, driver and cabin monitoring, autonomous and mobile robotics, industrial automation, drones, action cameras, and AIoT devices. Recurring themes include AI performance per watt, on-device perception, sensor fusion, video compression, partner demonstrations, and developer access to Ambarella’s edge AI platform.
Ambarella (AMBA) expanded its Developer Zone on Sept. 15, 2026, adding cloud-hosted development, live silicon access and agentic AI tools on Google Cloud Platform.
The upgraded DevZone now offers a browser-based IDE with immediate access to Ambarella SDKs, documentation, optimized models and sample projects, plus secure remote sessions on fleets of Ambarella SoC-based devices to test latency, throughput and power under real-world conditions. Agentic AI capabilities powered by Gemini Enterprise assist with coding, documentation search, troubleshooting and workflow automation. Collaborations with ZEDEDA and model providers including Ultralytics extend the platform to model selection and fleet-scale deployment, while a common CVflow architecture allows work to transfer across 12 edge AI SoC families. General availability is expected in Q1 2027.
Ambarella (AMBA)/b) and Ultralytics announced a collaboration to deploy Ultralytics YOLO computer vision models on Ambarella’s CVflow-powered edge AI devices.The partnership combines Ultralytics’ real-time vision models with Ambarella’s low-power AI processing to support on-device detection, segmentation, tracking, classification, pose estimation, and oriented bounding box detection. Running these workloads locally is intended to lower latency, reduce network bandwidth needs, and lessen reliance on cloud processing, which can help systems operate more reliably when connectivity is limited.
The integration targets developers and product teams building edge applications for smart cameras, robotics, automotive, and industrial systems, using Ambarella’s Cooper Developer Platform and DevZone, which provide optimized models, blueprints, kits, and unified software across its edge AI SoC portfolio.
Ambarella (AMBA) and ZEDEDA announced a strategic partnership on September 15, 2026 to enable secure, cloud-orchestrated AI on Ambarella edge SoCs. ZEDEDA's open-source EVE-OS, governed by the Linux Foundation, now runs on Ambarella's N1 family of edge generative AI chips, starting with the N1-655, allowing enterprises to deploy, update and operate AI models directly on Ambarella's power-efficient acceleration hardware from a single control plane. The collaboration targets vision models, LLMs and multimodal workloads across cameras, robots, vehicles and industrial systems, with zero-touch security. The companies have defined a five-phase roadmap that, if adopted and executed as planned, envisions deployments across hundreds of thousands of edge nodes at over one hundred enterprises over 5–7 years, though these figures are planning objectives rather than binding commitments.
Ambarella (AMBA) launched the X7 edge AI accelerator, its first standalone CVflow-based AI co-processor for Arm and x86 host systems, on September 15, 2026. X7 adds or expands AI capabilities in existing and new platforms without requiring a board or system redesign.
The chip brings Ambarella’s third-generation CVflow engine, already deployed in more than 50 million AI SoCs, to host systems over PCIe Gen 3 or USB 3.2, operating in a disclosed power envelope of 2 to 5 watts. X7 supports CNNs, vision transformers, multimodal transformers and hybrid networks, and is fully integrated with the Cooper Developer Platform and Cooper Model Garden for model deployment and tooling. Ambarella’s XCalibur M.2 reference design offers PCIe throughput above 840 MB/s, and X7 is now sampling with XCalibur evaluation kits available to qualified customers.
Ambarella (AMBA) reported second quarter fiscal 2027 revenue of $108.1 million, up 13.2% year over year for the period ended July 31, 2026.
GAAP gross margin was 57.7%, down from 58.9% a year earlier, and GAAP net loss narrowed to $6.7 million, or $0.15 per diluted share, from $20.0 million, or $0.47 per share. On a non-GAAP basis, gross margin was 59.3% versus 60.5%, and net income rose to $8.2 million, or $0.18 per diluted share, from $6.4 million, or $0.15. Six‑month revenue grew 14.9% to $208.5 million, with GAAP net loss improving to $24.8 million and non‑GAAP net income to $13.3 million. Cash, cash equivalents and marketable debt securities totaled $272.3 million. For Q3 fiscal 2027, the company guides revenue to $115.0–$124.0 million, non‑GAAP gross margin to 59.0%–60.0%, and non‑GAAP operating expenses to $56.5–$59.5 million, and highlights record edge AI revenue plus new long-term channel agreements and an X7 AI accelerator launch.
Ambarella (AMBA) announced an engagement with Capgemini on September 3, 2026 to accelerate enterprise adoption of Edge and Physical AI solutions. Capgemini will provide engineering, systems integration and industry expertise to help enterprises deploy Ambarella’s technologies closer to where data is generated.
The collaboration targets use cases in smart infrastructure, retail and logistics, industrial automation, healthcare and automotive. Capgemini will help Ambarella ideate and establish a global Edge and Physical AI Center of Excellence to speed solution development, proofs of concept, technology validation and deployment readiness. Ambarella reports an installed base of more than 50 million AI SoC units, while Capgemini generated €22.5 billion in global revenues in 2025.
Ambarella (AMBA) signed a long-term strategic distribution agreement with Macnica Americas and Macnica ATD Europe to expand availability of its edge AI infrastructure products across the Americas and EMEA.
Macnica is appointed as a non-exclusive authorized distributor for Ambarella’s CV-series and N-series SoCs, systems-on-module, edge AI systems, development platforms, reference designs, SDKs and related solutions. The relationship includes ecosystem development for ISVs, OEMs, ODMs and systems integrators, with services such as partner recruitment, design-in assistance, SDK integration and deployment support. The agreement begins with a structured commercial development and market-validation phase to build joint go-to-market capabilities and validate Ambarella-based solutions, with plans to scale as customer engagements and the partner ecosystem grow.
Ambarella (NASDAQ: AMBA) announced it will hold its second quarter fiscal year 2027 earnings conference call on Thursday, September 3, 2026 at 1:30 p.m. Pacific Time. The company plans to issue its earnings release after the market closes that same day, with live and replay webcasts available via its investor relations website.
Ambarella (NASDAQ: AMBA) and Hanwha signed a decade-plus long-term edge AI agreement exceeding $800 million in potential revenue. The multi-generational deal covers co-development and sourcing of edge AI SoCs and software for Hanwha’s video security, robotics, industrial automation, and life sciences businesses.
Ambarella reported fiscal 2026 revenue of $390.7 million, with IoT revenue growing about 50% year-over-year. Its edge AI platform has an installed base of over 46 million AI units across 12 edge AI SoCs.
Ambarella (NASDAQ: AMBA) reported Q1 FY2027 revenue of $100.4 million, up 16.9% year over year. GAAP gross margin was 58.4% and non-GAAP 59.9%.
GAAP net loss was $18.1 million (−$0.41 per share), while non-GAAP net income was $5.0 million ($0.11 per share). Q2 FY2027 guidance targets revenue of $105–$111 million. Cash and investments were $277.8 million. The board also authorized a new $50 million share repurchase program and the company bought 47,798 shares for $2.4 million in Q1.