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Ambarella Reports Strong Q2 Revenue Growth

Ambarella Reports Strong Q2 Revenue Growth

Ambarella Inc. ( (AMBA) ) has released its Q2 earnings. Here is a breakdown of the information Ambarella Inc. presented to its investors.

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Ambarella, Inc. is a semiconductor company specializing in edge AI technology, providing solutions for video security, automotive, and robotics applications.

In its latest earnings report for the second quarter of fiscal year 2026, Ambarella reported a significant revenue increase of 49.9% to $95.5 million compared to the same period last year. The company also noted a reduction in GAAP net loss, which decreased from $34.9 million to $20.0 million year-over-year.

Key financial metrics highlighted include a non-GAAP net profit of $6.4 million, a turnaround from a loss of $5.5 million in the previous year. The company also reported a strong cash position with total cash, cash equivalents, and marketable debt securities amounting to $261.2 million. Ambarella’s revenue guidance for the third quarter is set between $100.0 million and $108.0 million, with non-GAAP gross margins expected to range from 60.0% to 61.5%.

Ambarella’s management expressed optimism about future growth, driven by increasing demand in the edge AI market, particularly in portable AI video applications and robotic aerial drones. The company anticipates record revenue levels for the third quarter and the full fiscal year 2026.

Looking forward, Ambarella remains focused on expanding its market leadership in edge AI technology, with expectations of continued revenue growth and production advancements in its AI solutions.

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