Earnings summaries and quarterly performance for AMBARELLA.
Executive leadership at AMBARELLA.
Feng-Ming (Fermi) Wang
Detailed
President and Chief Executive Officer
CEO
Chan W. Lee
Detailed
Chief Operating Officer
Chi-Hong (John) Ju
Detailed
Senior Vice President, Systems
Christopher Day
Detailed
Vice President, Marketing and Business Development
John A. Young
Detailed
Chief Financial Officer
Leslie Kohn
Detailed
Chief Technology Officer
Yun-Lung (Michael) Chen
Detailed
Vice President, Business Development
Board of directors at AMBARELLA.
Research analysts who have asked questions during AMBARELLA earnings calls.
Christopher Rolland
Susquehanna Financial Group
7 questions for AMBA
Also covers: ADI, AVGO, COHR +18 more
Kevin Cassidy
Rosenblatt Securities
7 questions for AMBA
Also covers: ADEA, BTDR, BZAI +13 more
Martin Yang
Oppenheimer & Co. Inc.
6 questions for AMBA
Also covers: APP, CEVA, GLW +12 more
Tore Svanberg
Stifel Financial Corp.
6 questions for AMBA
Also covers: ADI, ALAB, AMBQ +14 more
Quinn Bolton
Needham & Company, LLC
5 questions for AMBA
Also covers: ALAB, ALGM, AMBQ +22 more
Ross Seymore
Deutsche Bank
5 questions for AMBA
Also covers: ADI, ALAB, AMD +14 more
Joseph Moore
Morgan Stanley
3 questions for AMBA
Also covers: ADI, AEVA, ALAB +22 more
Sujeeva De Silva
Roth MKM
3 questions for AMBA
Also covers: ACMR, AEVA, ALAB +16 more
Auguste Richard
Northland Capital Markets
2 questions for AMBA
Also covers: AIP, BURU, CAMT +12 more
David O'Connor
BNP Paribas
2 questions for AMBA
Also covers: ARM, CEVA, GFS
Gus Richard
Northland Capital Markets
2 questions for AMBA
Also covers: AIP, CAMT, CEVA +7 more
Joe Moore
Morgan Stanley
2 questions for AMBA
Also covers: ADI, AMD, AMKR +8 more
Richard Shannon
Craig-Hallum Capital Group LLC
2 questions for AMBA
Also covers: AEVA, ALAB, ATOM +21 more
Shadi Mitwalli
Needham & Company
2 questions for AMBA
Also covers: CPTN, IONQ, MRAM +2 more
Suji de Silva
Roth Capital Partners, LLC
2 questions for AMBA
Also covers: FLY, QBTS
Kyle Smith
Stifel, Nicolaus & Company, Incorporated
1 question for AMBA
Also covers: SMTC
Liam Pharr
Bank of America Securities
1 question for AMBA
Also covers: NVMI, SNPS, SWKS
Sean O'Loughlin
TD Cowen
1 question for AMBA
Also covers: CRDO, MTSI, SMTC
Suji Desilva
ROTH MKM
1 question for AMBA
Also covers: ACMR, AEVA, AKTS +18 more
Recent press releases and 8-K filings for AMBA.
Ambarella CEO discusses edge AI strategy and market opportunities
AMBA
New Projects/Investments
Revenue Acceleration/Inflection
M&A
- Ambarella defines itself as an edge AI company, focusing on autonomous driving, drones, and robotics, leveraging a common hardware and software platform for both automotive and IoT applications.
- The company highlights its competitive differentiation in power efficiency and performance per watt against larger rivals like NVIDIA and Mobileye, particularly in the edge AI and automotive sectors.
- Ambarella sees substantial growth potential, with a single automotive OEM award estimated to be worth $700 million-$800 million in lifetime value. The average selling price (ASP) for its enterprise security products has increased from $6 to $16 due to AI chip integration, with the latest CV3 chips having an ASP close to $100.
- The company maintains a long-term gross margin target of 59%-62% and has achieved positive operating cash flow for 16 consecutive years, with a current cash position of approximately $280 million.
- Ambarella is exploring M&A opportunities in algorithms and software to strengthen its AGI-related market offerings and address technology gaps.
Dec 2, 2025, 11:55 PM
Ambarella Discusses Edge AI Strategy and Automotive Market
AMBA
New Projects/Investments
M&A
Revenue Acceleration/Inflection
- Ambarella positions itself as an edge AI company, with autonomous driving representing the largest market opportunity, while also seeing increasing revenue from IoT applications like autonomous drones and robots.
- The company utilizes a common hardware and software platform across its silicon, enabling reuse for various applications (automotive, robotics, security, video conferencing) to optimize R&D investment.
- In the automotive sector, Ambarella is investing in its CV3 family for L2+ to L4 ADAS domain controllers, noting that a single OEM award could be valued at $700-$800 million over its lifetime, as seen in a lost VW bid.
- Ambarella expects ASP growth to be a key revenue driver, particularly with its third-generation AI chipsets (CV75, CV72, CV3), where the CV3's ASP is close to $100.
- The company emphasizes operating leverage and has maintained positive operating cash flow for 16 consecutive years, with a current cash position of approximately $280 million.
Dec 2, 2025, 11:55 PM
Ambarella Discusses Edge AI Strategy, Automotive Opportunities, and Financial Discipline at UBS Conference
AMBA
New Projects/Investments
Revenue Acceleration/Inflection
M&A
- Ambarella positions itself as an edge AI company, with autonomous driving identified as the largest edge AI market and projected to represent 50% of its total addressable market by 2030.
- The company leverages a common hardware and software platform across its silicon portfolio, enabling diverse applications in automotive, robotics, telematics, enterprise security, and portable video, having shipped over 36 million SoCs.
- Ambarella differentiates itself through power efficiency, performance per watt, and a software licensing model, noting that its ASP for enterprise security chips has grown from $6 to $16, with its CV3 chips priced close to $100.
- Financially, Ambarella aims for a long-term gross margin of 59%-62%, invests approximately 40% of its total revenue in R&D, and has maintained positive operating cash flow for 16 consecutive years, reporting $30 million in cash flow this quarter and a $280 million cash position.
Dec 2, 2025, 11:55 PM
Ambarella Reports Q3 2026 Results and Raises Fiscal Year 2026 Revenue Guidance
AMBA
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Ambarella reported strong third quarter fiscal year 2026 results, with revenue of $108.5 million and non-GAAP diluted EPS of $0.27, both exceeding expectations.
- The company raised its fiscal year 2026 revenue growth guidance to a range of 36%-38%, or approximately $390 million at midpoint, up from the prior estimate of 31%-35%.
- For the fourth quarter of fiscal year 2026, Ambarella forecasts revenue in the range of $97-$103 million and non-GAAP gross margin between 59-60.5%.
- Edge AI revenue constituted 80% of total revenue in Q3 2026, marking the sixth consecutive quarter of record Edge AI revenue, driven by expanding applications and a 20% year-over-year increase in SoC blended ASP.
- Co-founder and CEO Les Kohn will be stepping down from the board of directors to become the chief technology advisor.
Nov 25, 2025, 9:30 PM
Ambarella Reports Record Q3 2026 Revenue and Raises Full-Year Guidance
AMBA
Earnings
Guidance Update
Board Change
- Ambarella reported record quarterly revenue of $108.5 million for Q3 Fiscal Year 2026, with non-GAAP diluted EPS of $0.27.
- Edge AI revenue constituted approximately 80% of total revenue, marking the sixth consecutive quarter of record Edge AI revenue.
- The company raised its Fiscal Year 2026 revenue growth guidance to a range of 36% to 38% year-over-year, or approximately $390 million at the midpoint.
- For Q4 Fiscal Year 2026, Ambarella forecasts revenue in the range of $97 to $103 million, with a non-GAAP gross margin expected between 59% and 60.5%.
- Co-founder and CEO, Les Kohn, will be stepping down from the board of directors to become Chief Technology Advisor.
Nov 25, 2025, 9:30 PM
Ambarella Reports Record Q3 FY2026 Revenue and Raises Full-Year Guidance
AMBA
Earnings
Guidance Update
Management Change
- Ambarella reported record quarterly revenue of $108.5 million for Q3 fiscal year 2026, exceeding the high end of its guidance range, with non-GAAP diluted EPS of $0.27.
- The company increased its fiscal year 2026 revenue growth guidance to a range of 36%-38% year-over-year, projecting approximately $390 million at the midpoint, an increase from the prior estimate of 31%-35%.
- Edge AI revenue accounted for about 80% of total revenue in Q3 2026, marking the sixth consecutive quarter of record edge AI revenue, supported by a 20% year-over-year increase in SoC blended average selling prices.
- For Q4 fiscal year 2026, Ambarella forecasts revenue in the range of $97-$103 million and a non-GAAP gross margin between 59-60.5%.
- Les Kohn, co-founder and CEO, will transition from the board of directors to become Chief Technology Advisor.
Nov 25, 2025, 9:30 PM
Ambarella, Inc. Announces Q3 FY26 Financial Results and Q4 FY26 Guidance, CTO Resigns
AMBA
Earnings
Guidance Update
Management Change
- Ambarella, Inc. reported revenue of $108.5 million for the third quarter of fiscal year 2026, marking a 31.2% increase from the same period in fiscal 2025 and exceeding its guidance.
- For Q3 FY26, the company recorded a GAAP net loss of $15.1 million (or $0.35 per diluted ordinary share) and a non-GAAP net profit of $11.9 million (or $0.27 per diluted ordinary share).
- Ambarella provided guidance for the fourth quarter of fiscal year 2026, expecting revenue between $97.0 million and $103.0 million and non-GAAP gross margin between 59.0% and 60.5%.
- The company updated its fiscal year 2026 revenue growth guidance to a range of 36% to 38%, an increase from its prior estimate of 31% to 35%.
- Leslie Kohn resigned as a director and Chief Technology Officer (CTO) on November 24, 2025, and will transition to a part-time role as Chief Technology Advisor.
Nov 25, 2025, 9:14 PM
Ambarella Shifts Focus to Edge AI Strategy at Global Technology Conference 2025
AMBA
New Projects/Investments
Revenue Acceleration/Inflection
- Ambarella, a 21-year-old company, outlined its evolution from legacy video processing to developing advanced AI video analytics for both IoT and automotive applications.
- The company emphasized its strategic focus on edge AI, noting significant AI revenue growth with over 32 million AI processors shipped since 2018 and expanding applications including video conferencing and wearable cameras.
- Ambarella highlighted ongoing investments in third-generation AI architectures, design wins, and strategic customer engagements to drive future growth and reinforce its competitive position.
Jun 4, 2025, 2:31 AM
Ambarella Q1 F2026 Guidance, Q4 F2025 Results & Expanded Product Strategy
AMBA
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
Product Launch
- Ambarella confirms strong quarterly performance with a growth guidance of 15%-19% (midpoint 17%), driven by ramping shipments of its CV5 chip and the launch of its CV7 chip for IoT applications .
- The company is advancing its chip portfolio by integrating reasoning models, recently demonstrating the DeepSeek 1.5B parameter model on its CV75 chip to unlock new applications across automotive, surveillance, and edge computing sectors .
- For fiscal periods, Q1 F2026 guidance projects revenue between $81.0M and $87.0M with non-GAAP gross margins of 61.0%-62.5%, while Q4 F2025 performance surpassed expectations with $84.0M in revenue and non-GAAP EPS of $0.11 .
- Despite losing a bid with a major Western OEM, Ambarella remains focused on partnering with Tier 1 automotive customers and pursuing export-driven opportunities in China .
- The company is diversifying into emerging markets such as drones and robotics, leveraging its versatile silicon solutions .
Mar 3, 2025, 7:30 PM
Ambarella Reports Q4 and FY 2025 Results with Strong FY 2026 Guidance
AMBA
Earnings
Revenue Acceleration/Inflection
Guidance Update
- Q4 2025 revenue reached $84.0M, a 62.8% YoY increase driven by record AI revenue and new product contributions from the CV5 and CV7 families [0,2,3]
- Non-GAAP results delivered a Q4 net profit of $4.8M (EPS of $0.11) while marking 16 consecutive years of positive free cash flow [1,2]
- FY 2025 revenue totaled $284.9M, up 25.8% YoY
- GAAP net loss for Q4 2025 narrowed to $20.2M (loss per share of $0.48)
- For FY 2026, Ambarella expects mid- to high-teens percentage revenue growth with Q1 guidance of $81–$87M, focusing on improved IoT, automotive, and AI/edge innovations [1,3,4]
Feb 26, 2025, 12:00 AM
Quarterly earnings call transcripts for AMBARELLA.
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