AMBARELLA (AMBA) Company Report

Ambarella is heavily focused on the Edge AI opportunity, identifying significant growth in areas such as physical AI (robots), enterprise security, portable video, drones, and new applications for AI boxes in retail operations.
The company reported 37% growth in fiscal 2025, surpassing its initial high-teens guidance due to faster-than-expected customer ramp-ups. For fiscal 2026, Ambarella is confident in new product ramps, including CV75, CV72, CV7, and its first 2nm chip in the first half of next year, but maintains a conservative outlook pending customer ramp-up in the second half.
Ambarella continues to pursue autonomous OEM design wins in the automotive sector, having identified $13 billion in total auto opportunities over the next six years. The company is repositioning its automotive strategy to prioritize projects with clear revenue generation potential.
The first 2nm chip is expected to ramp up in the first half of next year, with Ambarella securing 2nm capacity from Samsung Foundry for 2026 and 2027, viewing this partnership as a supply chain advantage.
The Insta360 lawsuit has no impact on Ambarella, as Insta360 has worked around the patent.

7 days ago

Transcript

Ambarella Reports Strong Fiscal 2026 Growth and Outlines Edge AI and Automotive Opportunities

AMBA

Revenue Acceleration/Inflection

New Projects/Investments

Guidance Update

Ambarella achieved 37% growth in fiscal year 2026, surpassing its initial guidance, and is confident in new product ramps (CV75, CV72, CV7, and its first 2nm chip in H1 2028) for fiscal year 2027, while maintaining a conservative outlook on customer ramp-up.
The company is strategically focused on the Edge AI market, identifying significant opportunities in enterprise security, portable video, drones, and new applications like AI boxes for retail and fleet management, with customers such as Samsara driving substantial growth.
Ambarella has identified a $13 billion total auto opportunity for the next six years, reflecting increased project bids and a refined focus on revenue-generating projects in the automotive sector.
Technologically, Ambarella's new CV7 chip delivers 2.5x the AI performance of CV5, and the company is developing its first 2nm chip, having secured manufacturing capacity with Samsung Foundry for 2026 and 2027.
The CEO confirmed that the Insta360 lawsuit has no impact on Ambarella's business.

7 days ago

Transcript

Ambarella Reports Q4 and Full Fiscal Year 2026 Results, Provides Q1 2027 Outlook

AMBA

Earnings

Guidance Update

New Projects/Investments

Ambarella reported Q4 fiscal year 2026 revenue of $100.9 million and full fiscal year 2026 revenue of $390.7 million, with a non-GAAP net profit of $5.5 million or $0.13 per diluted share for Q4.
For Q1 fiscal year 2027, the company forecasts revenue to be in the range of $97 million to $103 million, with non-GAAP gross margin expected between 59% and 60.5%.
The total automotive opportunities, including those won or invited to bid, for fiscal years 2027 to 2032 are approximately $13 billion.
Fiscal year 2026 saw significant growth, with IoT revenue increasing almost 50% and automotive revenue growing in the high single digits, and the company is expanding into new markets like aerial drones and e-commerce warehouse robotics.

Feb 26, 2026, 9:30 PM

Transcript

Ambarella Reports Q4 and Full-Year Fiscal 2026 Results, Provides FY2027 Outlook

AMBA

Earnings

Guidance Update

Revenue Acceleration/Inflection

Ambarella reported Q4 fiscal year 2026 revenue of $100.9 million and non-GAAP diluted EPS of $0.13.
For the full fiscal year 2026, revenue increased 37.2% year-over-year to $390.7 million, with Edge AI revenue growing 50% year-over-year and comprising approximately 80% of total revenue. The company returned to full-year non-GAAP profitability and generated $58 million in free cash flow.
The company forecasts Q1 fiscal year 2027 revenue to be in the range of $97 million-$103 million.
Ambarella anticipates total revenue growth in the 10%-15% range for fiscal year 2027, with non-GAAP gross margin within its long-term model of 59%-62%.
The automotive opportunities pipeline for fiscal years 2027 to 2032 is approximately $13 billion.

Feb 26, 2026, 9:30 PM

Transcript

Ambarella Reports Strong Fiscal Year 2026 Results and Provides Fiscal Year 2027 Outlook

AMBA

Earnings

Guidance Update

Product Launch

Ambarella reported a 37.2% increase in fiscal year 2026 revenue to $390.7 million, with Edge AI comprising 80% of this total. For the fourth quarter of fiscal year 2026, revenue was $100.9 million, marking a 20.1% year-over-year increase. The company achieved a non-GAAP net profit of $5.5 million or $0.13 per diluted share in Q4, and generated $58 million in free cash flow for the full fiscal year.
For fiscal year 2027, Ambarella anticipates total revenue growth in the 10%-15% range and expects non-GAAP gross margin to remain within its long-term model of 59%-62%. The forecast for first quarter fiscal year 2027 revenue is between $97 million and $103 million.
The company is advancing its new go-to-market strategy to build an indirect sales channel, aiming for 1,000 ISVs committed by year-end, and is establishing a semi-custom/custom ASIC business with its first 2-nanometer chip confirmed in the IoT space. New 5-nanometer CV75 and CV72 AI SoCs are rapidly growing, and the first 4-nanometer chip, CV7, is expected to begin generating revenue in Q4 fiscal year 2027.

Feb 26, 2026, 9:30 PM

Transcript

Ambarella Announces Q4 and Fiscal Year 2026 Financial Results and Q1 Fiscal 2027 Guidance

AMBA

Earnings

Guidance Update

Board Change

Ambarella reported Q4 fiscal 2026 revenue of $100.9 million, a 20.1% increase from the prior year, and full-year fiscal 2026 revenue of $390.7 million, up 37.2% from fiscal 2025.
For Q4 fiscal 2026, the company posted a GAAP net loss of $16.4 million ($0.38 per diluted share) and a non-GAAP net profit of $5.5 million ($0.13 per diluted share).
Ambarella provided Q1 fiscal 2027 revenue guidance of between $97.0 million and $103.0 million, with non-GAAP gross margin expected between 59.0% and 60.5%.
The company ended Q4 fiscal 2026 with $312.6 million in cash, cash equivalents, and marketable debt securities.
Gregory M. Bryant was appointed to Ambarella's Board of Directors and Compensation Committee, effective February 23, 2026.

Feb 26, 2026, 9:24 PM

8-K

Ambarella Announces Fourth Quarter and Full Year Fiscal 2026 Financial Results

AMBA

Earnings

Guidance Update

Revenue Acceleration/Inflection

Ambarella, Inc. (NASDAQ: AMBA) reported fourth quarter fiscal 2026 revenue of $100.9 million, representing a 20.1% increase from the same period in fiscal 2025, and full fiscal year 2026 revenue of $390.7 million, up 37.2% from fiscal year 2025.
For the fourth quarter of fiscal 2026, the company recorded a GAAP net loss of $16.4 million (or $0.38 per diluted share) and a non-GAAP net profit of $5.5 million (or $0.13 per diluted share).
The full fiscal year 2026 non-GAAP net profit was $26.9 million (or $0.62 per diluted share), a significant improvement from a non-GAAP net loss in fiscal year 2025.
Ambarella ended the fourth quarter of fiscal 2026 with $312.6 million in cash, cash equivalents, and marketable debt securities.
The company provided guidance for the first quarter of fiscal year 2027, expecting revenue between $97.0 million and $103.0 million, and projects total revenue growth of 10% to 15% for the full fiscal year 2027.

Feb 26, 2026, 9:05 PM

Press Release

Ambarella Details AI Strategy and Strong Fiscal 2026 Performance

AMBA

Revenue Acceleration/Inflection

Product Launch

New Projects/Investments

Ambarella has transformed into an edge AI semiconductor company, with 80% of its current revenue coming from edge AI products, primarily the CV2 family.
The company is ramping up its third-generation chips (CV72, CV75, CV3, N1) that support transformer-based AI models, with expected significant ASP growth from $20-$400 compared to the CV2 family's $15-$75.
Ambarella anticipates exiting fiscal 2026 with 37%-38% growth, exceeding initial guidance, driven by strong performance in enterprise security, telematics, and portable video markets.
At CES 2026, Ambarella announced the CV7 chip (offering 2x-2.5x more AI performance with lower power), a new go-to-market strategy, and secured its first 2nm custom chip design win with a large customer, a model expected to maintain 59%-62% gross margins.
The company's third-generation chips can support a wide range of AI model sizes, from 2 billion parameters on a 2-watt CV75 chip to 34 billion parameters (and potentially over 70 billion) on the N1 family.

Jan 13, 2026, 8:45 PM

Transcript

Ambarella Discusses Edge AI Transformation and Growth Drivers at Needham Conference

AMBA

Product Launch

New Projects/Investments

Revenue Acceleration/Inflection

Ambarella has transformed into an edge AI semiconductor company, with 80% of its current revenue derived from edge AI applications.
The company is transitioning from CNN-based chips to transformer-based chips (CV72, CV75, CV3, N1 families), which are expected to drive significant ASP growth from $15-$75 for the CV2 family to $20-$400 for the third generation, opening new markets like edge infrastructure and Gen AI applications for security cameras.
Ambarella announced a new CV7 chip that offers 2x-2.5x more AI performance with lower power consumption compared to the CV5.
New strategic initiatives include a new go-to-market strategy to engage partners for segmented markets such as physical AI, robotics, and edge infrastructure, and engaging in custom/semi-custom chip design for large customers, including a first design win for a 2-nanometer chip, with gross margins expected to remain at 59%-62%.
The IoT business has diversified, with security now less than 50% of the segment, driven by growth in portable video, drones, and wearable cameras.

Jan 13, 2026, 8:45 PM

Transcript

Ambarella Reports Q3 F2026 Results, Issues Q4 and FY2026 Guidance, and Unveils New AI SoCs

AMBA

Earnings

Guidance Update

Product Launch

Ambarella reported Q3 F2026 revenue of $108.5 million and non-GAAP EPS of $0.27, with Q4 F2026 revenue guidance set at $97.0 million to $103.0 million and F2026 total revenue growth expected between 36% and 38%.
The company anticipates its Edge AI SAM to grow from $5.5 billion in F2026 to $12.9 billion in F2031, an 18% CAGR, with its 5-year revenue CAGR expected to exceed this SAM growth.
Ambarella maintains a strong financial position with $295 million in net cash and no debt, having invested over $1.3 billion cumulatively in AI R&D over the past decade.
At CES 2026, Ambarella showcased its first 4nm AI SoC CV7 and announced the tape-out of its first 2nm AI SoC, signaling continued advancement in its edge AI offerings.

Jan 13, 2026, 8:45 PM

Presentation

Earnings Transcripts

Quarterly earnings call transcripts for AMBARELLA.

Q4 2026

Feb 26, 2026

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Q3 2026

Nov 25, 2025

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Q2 2026

Aug 28, 2025

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AMBARELLA (AMBA)

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