The earnings call reflects a strong performance in revenue growth, driven by successful execution of their AI strategy. Despite geopolitical uncertainties and a slight decline in gross margin, the company has increased its fiscal guidance. Product diversification and strong customer engagement suggest a positive outlook.

Company Guidance -

Q2 2026

During Ambarella's first quarter fiscal year 2026 earnings call, guidance was provided indicating an increase in revenue growth estimates for the fiscal year to a range of 19% to 25%, equating to approximately $348 million at the midpoint. The company reported first quarter revenue of $85.9 million, which was in the upper half of their guidance range, driven by strong performance in their AI business. The AGI revenue, from products integrating proprietary AI accelerators, accounted for over 75% of Q1 revenue, marking the fourth consecutive quarter of record AI revenue. IoT applications grew mid-single digits sequentially and represented about three-quarters of total revenue, while automotive revenue increased over 20% year-over-year despite a low-single-digit sequential decline. The company anticipates second quarter revenue to be between $86 million and $94 million, with IoT applications expected to grow mid-single digits sequentially and automotive revenue slightly up. Non-GAAP gross margins for the second quarter are expected to be between 60.5% and 62%.

Strong Revenue Growth

Q1 revenue of $85.9 million, up 57.6% year-over-year and 2.2% sequentially. The strong performance was driven by AI business, with AGI revenue constituting over 75% of total Q1 revenue.

Increased Fiscal 2026 Revenue Guidance

The fiscal 2026 revenue growth estimate increased to a range of 19% to 25%, reflecting confidence in the AI strategy and market demand.

Positive IoT and Automotive Revenue Trends

IoT applications increased mid-single digits sequentially, and automotive revenue rose more than 20% year-over-year.

Successful AI Strategy Execution

Record AI revenue for the fourth consecutive quarter, demonstrating effective execution amidst a volatile market.

Diverse Product Introductions and Customer Engagements

Multiple new product introductions and design wins across diverse applications, including automotive safety, enterprise security, and IoT.

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
Sep 02, 2025	2026 (Q2)	0.05 / -	-0.13	―	―	―
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)	―
May 30, 2023	2024 (Q1)	-0.21 / -0.15	0.44	-134.09% (-0.59)	―

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
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%
Aug 27, 2024	$52.79	$58.40	+10.63%

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.