Earnings summaries and quarterly performance for AMBARELLA.
Executive leadership at AMBARELLA.
Feng-Ming (Fermi) Wang
Detailed
President and Chief Executive Officer
CEO
CW
Chan W. Lee
Detailed
Chief Operating Officer
C(
Chi-Hong (John) Ju
Detailed
Senior Vice President, Systems
CD
Christopher Day
Detailed
Vice President, Marketing and Business Development
JA
John A. Young
Detailed
Chief Financial Officer
LK
Leslie Kohn
Detailed
Chief Technology Officer
Y(
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 +20 more
Kevin Cassidy
Rosenblatt Securities
7 questions for AMBA
Also covers: ADEA, BTDR, BZAI +13 more
MY
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 +15 more
QB
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 +15 more
JM
Joseph Moore
Morgan Stanley
3 questions for AMBA
Also covers: ADI, AEVA, ALAB +22 more
SD
Sujeeva De Silva
Roth MKM
3 questions for AMBA
Also covers: ACMR, AEVA, ALAB +16 more
AR
Auguste Richard
Northland Capital Markets
2 questions for AMBA
Also covers: AIP, BURU, CAMT +12 more
DO
David O'Connor
BNP Paribas
2 questions for AMBA
Also covers: ARM, CEVA, GFS
GR
Gus Richard
Northland Capital Markets
2 questions for AMBA
Also covers: AIP, CAMT, CEVA +8 more
JM
Joe Moore
Morgan Stanley
2 questions for AMBA
Also covers: ADI, ALGM, AMD +10 more
RS
Richard Shannon
Craig-Hallum Capital Group LLC
2 questions for AMBA
Also covers: AEVA, ALAB, ATOM +21 more
SM
Shadi Mitwalli
Needham & Company
2 questions for AMBA
Also covers: CPTN, IONQ, MRAM +2 more
Sd
Suji de Silva
Roth Capital Partners, LLC
2 questions for AMBA
Also covers: FLY, QBTS
KS
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
SO
Sean O'Loughlin
TD Cowen
1 question for AMBA
Also covers: CRDO, MTSI, SMTC
SD
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 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
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
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
Ambarella Discusses Edge AI Transformation, New Products, and Growth Drivers
AMBA
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Ambarella has transformed into an edge AI semiconductor company, with 80% of its current revenue coming from edge AI products, primarily the CNN-based CV2 family.
- The company is ramping up its third-generation transformer-based chips (CV72, CV75, CV3, N1), which are expected to drive significant revenue growth due to higher Average Selling Prices (ASPs) ranging from $20-$400 compared to $15-$75 for CNN-based chips.
- New applications for transformer-based AI include advanced robotics, autonomous driving, and edge infrastructure, with the low-end CV75 chip capable of running 2 billion parameters on 2 watts and high-end N1 chips supporting up to 70 billion parameters.
- Fiscal 2026 growth was driven by enterprise security, telematics, and portable video, with the IoT business now having security as less than 50% of its revenue.
- Ambarella is pursuing new business models, including a new go-to-market strategy with partners for physical AI and robotics, and securing its first 2-nanometer custom chip design win with a large customer, which is expected to maintain corporate gross margins at 59%-62%.
Jan 13, 2026, 8:45 PM
Ambarella Unveils New AI SoCs and Strategic Market Expansion at CES 2026
AMBA
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Ambarella announced the sampling of its first 4 nanometer AI SoC, the CV7, which is expected to enter production by year-end and delivers 2x performance over competitors for 8K vision and 60p.
- The company also confirmed the tape-out of its first 2 nanometer chip to Samsung foundries, a semi-custom design developed in collaboration with a key customer.
- Ambarella is evolving its go-to-market strategy to include GSIs and ISV partners, aiming to increase revenue generation, especially in the Edge infrastructure market, with its N1 family chip's first design win entering mass production in the first half of this year.
- The average corporate ASP in Q4 last year was $15, and all new chips in development or sampling boast a higher average selling price, with custom/semi-custom SoC engagements projected to yield over $100 million in revenue per product.
- The Cooper Developer Platform offers a unified software stack across different chips, supporting various operating systems and embracing open-source frameworks, which is central to its Edge AI strategy.
Jan 7, 2026, 12:00 AM
Ambarella Unveils New Edge AI Chips and Strategic Growth Initiatives at CES 2026
AMBA
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Ambarella announced the sampling of its first 4 nanometer AI SoC, CV7, with expected production by year-end, and confirmed the tape-out of its first 2 nanometer chip to Samsung foundries, leveraging a 17-year partnership.
- The company reported record revenue in Fiscal Year 2026, with 80% of total revenue derived from Edge AI solutions and a 64% CAGR for Edge AI revenue over the past few years.
- A new go-to-market strategy will incorporate Global System Integrators (GSIs) and Independent Software Vendors (ISVs) to expand revenue generation beyond direct sales, alongside the evolution of its Cooper software development platform.
- Ambarella has cumulatively shipped over 40 million Edge AI SoCs and invested $1.3 billion in R&D in this product line over the last decade, reinforcing its leadership in the Edge AI market.
Jan 7, 2026, 12:00 AM
Ambarella Unveils New 4nm and 2nm AI SoCs and Strategic Market Expansion at CES 2026
AMBA
Product Launch
New Projects/Investments
Revenue Acceleration/Inflection
- Ambarella announced it is sampling its first 4 nm AI SoC, the CV7, which is expected to enter production by the end of the year, and has taped out its first 2 nm chip to Samsung Foundry, a semi-custom design for a key customer.
- The company is implementing a new go-to-market strategy involving GSIs and ISV partners to expand software offerings and increase revenue generation, particularly for the Edge infrastructure market.
- New products, including the CV7, are designed with higher Average Selling Prices (ASPs) than the previous corporate average of $15 in Q4 last year, reflecting increased AI performance and larger die sizes.
- Ambarella emphasized its leadership in the Edge AI market, having shipped over 40 million Edge AI SoCs cumulatively and with 80% of its revenue now derived from Edge AI solutions.
- The CV7 SoC offers significant performance improvements over its predecessor, including 2.5x more AI in CVflow 3, 2x more encode, and 2x more CPU compared to CV5, and is positioned to deliver 2x performance at launch over competitors.
Jan 7, 2026, 12:00 AM
Ambarella Launches CV7 Edge AI Vision SoC
AMBA
Product Launch
New Projects/Investments
- Ambarella (AMBA) announced the CV7 edge AI vision system-on-chip (SoC), optimized for AI perception applications in 8K consumer products, enterprise security cameras, robotics, and automotive designs.
- The new CV7 SoC delivers more than 2.5x AI performance over its predecessor (CV5) and features 2x higher CPU performance with a quad-core Arm Cortex-A73.
- Utilizing Samsung's 4nm process technology, the CV7 consumes 20% less power than its predecessor and supports simultaneous processing of multiple video streams up to 8Kp60.
- Samples of the CV7 SoC are available now and are being demonstrated at CES.
Jan 5, 2026, 10:00 AM
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
Quarterly earnings call transcripts for AMBARELLA.
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