Ambarella's earnings call highlighted strong revenue growth and record edge AI performance, driven by successful market penetration and increased demand. Despite challenges in the automotive sector and margin pressures, the company's expansion into new markets and rising ASPs contribute positively to its outlook.

Company Guidance

During Ambarella's second quarter fiscal year 2026 earnings call, the company reported a revenue of $95.5 million, which surpassed the high end of their prior guidance range of $86 million to $94 million, reflecting a sequential increase of 11%. The company revised its fiscal 2026 revenue growth estimate upward to a range of 31% to 35%, or approximately $379 million at the midpoint, driven by strong unit demand and an increase in average selling prices. The non-GAAP gross margin for the quarter was 60.5%, at the low end of their prior guidance range, with non-GAAP operating expenses totaling $53.4 million. Ambarella's third-quarter fiscal year 2026 revenue is forecasted to range between $100 million and $108 million, with expectations of mid- to high single-digit growth in the automotive business and mid-teens growth in the IoT sector. The company's focus remains on expanding its edge AI applications across various markets, which is anticipated to account for about 80% of total revenue for the year.

Record Revenue and Growth

Ambarella reported Q2 FY2026 revenue of $95.5 million, an 11% sequential increase, surpassing prior guidance. The company increased its FY2026 revenue growth estimate to 31%-35% or approximately $379 million at the midpoint.

Edge AI Revenue Momentum

Edge AI revenue marked the fifth consecutive quarter of record performance, now expected to represent about 80% of total revenue this year.

New Market Penetration

Ambarella announced its first win in the edge AI infrastructure market with the N1-655 SoC and anticipates high-volume shipments into the robotics market by the end of the fiscal year.

Increased ASP and Unit Demand

The company expects both unit shipments and average selling prices to rise in FY2026, contributing to overall revenue growth.

Strong Customer Engagement

Ambarella secured key design wins, including with Arashi Vision for 8K 360-degree drones and Samsara for commercial fleet telematics solutions.

Ambarella (AMBA) Earnings, Revenues Date & History

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AMBA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Dec 02, 2025	2026 (Q3)	0.21 / -	0.11	―	―	―
Aug 28, 2025	2026 (Q2)	0.05 / 0.15	-0.13	215.38% (+0.28)	―
May 29, 2025	2026 (Q1)	0.04 / 0.07	-0.26	126.92% (+0.33)	―
Feb 26, 2025	2025 (Q4)	-0.02 / 0.11	-0.24	145.83% (+0.35)	―
Nov 26, 2024	2025 (Q3)	0.04 / 0.11	-0.28	139.29% (+0.39)	―
Aug 27, 2024	2025 (Q2)	-0.19 / -0.13	-0.15	13.33% (+0.02)	―
May 30, 2024	2025 (Q1)	-0.31 / -0.26	-0.15	-73.33% (-0.11)	―
Feb 27, 2024	2024 (Q4)	-0.33 / -0.24	0.23	-204.35% (-0.47)	―
Nov 30, 2023	2024 (Q3)	-0.39 / -0.28	0.24	-216.67% (-0.52)	―
Aug 29, 2023	2024 (Q2)	-0.21 / -0.15	0.2	-175.00% (-0.35)	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

AMBA Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 28, 2025	$70.63	$82.48	+16.78%
May 29, 2025	$62.00	$52.64	-15.10%
Feb 26, 2025	$75.81	$62.82	-17.13%
Nov 26, 2024	$68.41	$72.44	+5.89%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.