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Ambarella Inc. (AMBA)
NASDAQ:AMBA
Earnings Data
Report Date
Jun 02, 2026After Close (Confirmed)
Period Ending
2027 (Q1)Consensus EPS Forecast
0.1Last Year’s EPS
0.07Same Quarter Last Year
Moderate Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call highlighted strong commercial and technical momentum: record revenue (+37% YoY), robust HAI growth (+50% YoY), multiple customer design wins, new 5nm/4nm product ramps, return to non-GAAP profitability, and healthy cash generation. Offsetting items include a modest gross margin decline (~2 ppt YoY), higher operating expenses (+12.9% YoY), increased inventory days, and a high degree of revenue concentration through a single fulfillment partner. Management provided a constructive FY2027 outlook (10%–15% growth, 59%–62% gross margin) while noting early-stage initiatives (semi-custom ASICs and indirect channel) with uncertain near-term P&L impact. Overall, the positive operational and financial achievements materially outweigh the manageable challenges and risks discussed.Company Guidance
Record Annual Revenue Growth
Fiscal 2026 revenue of $390.7M, up 37.2% year-over-year, marking a new company revenue record and materially outpacing the broader semiconductor industry.
Strong HAI (Physical AI) Momentum
HAI revenue grew ~50% year-over-year and comprised ~80% of full-year fiscal 2026 revenue; company reported an installed base of 42M HAI SoCs, >370 unique customers with AI products in production, and roughly $1B cumulative HAI revenue.
Successful New Product Ramps
Third-generation 5nm CV75 and CV72 AI SoCs reached high single-digit percent of total revenue in Q4 and are positioned to drive incremental revenue in FY2027; CV7 (first 4nm) taped out and is expected to begin generating revenue late in the fiscal year.
Return to Non-GAAP Profitability and Cash Generation
Company returned to full-year non-GAAP profitability in FY2026 and reported free cash flow of ~$58M (about 14.8%–15% of revenue). Ending cash and marketable securities increased to $312.6M from $250.3M year-over-year.
Robust Customer Wins Across End Markets
Multiple customer design wins and product launches across robotics, enterprise video conferencing, security, and automotive (e.g., Insta360, QSC, IDIS, Dallmeier, i‑PRO, Ford, Thinkware, Garmin), showing broadable market adoption of Ambarella SoCs.
Positive FY2027 Outlook
Management guided FY2027 revenue growth of 10%–15% with non-GAAP gross margin expected to remain within long-term target range of 59%–62%, indicating continued confidence in product roadmap and margins.
Technology Leadership and Roadmap Progress
Taped out first 4nm and first 2nm gate-all-around AI SoCs; portfolio now includes 12 HAI SoCs supporting models up to 34B parameters with roadmap to support up to 100B parameters; shipped >25M units across more than 15 SoCs.
Seventeenth Consecutive Year of Positive Free Cash Flow
Reported FY2026 as the 17th consecutive year of positive free cash flow, reinforcing sustained cash generation capability.
AMBA Earnings History
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 |
|---|---|---|---|
Feb 26, 2026 | $70.90 | $60.34 | -14.89% |
Nov 25, 2025 | $90.97 | $73.89 | -18.78% |
Aug 28, 2025 | $70.63 | $82.48 | +16.78% |
May 29, 2025 | $62.00 | $52.64 | -15.10% |
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.
FAQ
When does Ambarella Inc. (AMBA) report earnings?
Ambarella Inc. (AMBA) is schdueled to report earning on Jun 02, 2026, After Close (Confirmed).
What is Ambarella Inc. (AMBA) earnings time?
Ambarella Inc. (AMBA) earnings time is at Jun 02, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AMBA EPS forecast?
AMBA EPS forecast for the fiscal quarter 2027 (Q1) is 0.1.
