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Ambarella (AMBA)
NASDAQ:AMBA
US Market
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Ambarella (AMBA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Mar 03, 2026
After Close (Confirmed)
Period Ending
2026 (Q4)
Consensus EPS Forecast
0.1
Last Year’s EPS
0.11
Same Quarter Last Year
Moderate Buy
Based on 11 Analysts Ratings

Earnings Call Summary

Q3 2026
Earnings Call Date:Nov 25, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
The earnings call reflects a strong performance with record revenue and robust growth in Edge AI, yet anticipates a seasonal decline in Q4 revenue and continued gross margin pressure due to high-volume customer sales.
Company Guidance
During Ambarella's Third Quarter Fiscal Year 2026 Earnings Conference Call, the company reported a record quarterly revenue of $108.5 million, exceeding their guidance range and achieving a 31.2% year-over-year growth. The company's Edge AI products, which constituted approximately 80% of total revenue, have seen six consecutive quarters of record revenue. For fiscal 2026, Ambarella increased its revenue growth guidance to a range of 36% to 38%, projecting a midpoint revenue of approximately $390 million. The non-GAAP gross margin for the quarter was 60.9%, and operating expenses were $55.3 million. Despite a projected seasonal decline in both automotive and IoT businesses, the company anticipates a fourth-quarter revenue in the range of $97 million to $103 million. Additionally, the company highlighted the robust demand for its Edge AI solutions across various markets, including enterprise security, automotive safety, and portable video markets, and emphasized its commitment to advancing its AI technology and product offerings.
Record Quarterly Revenue
Achieved record quarterly revenue of $108.5 million, slightly above the high end of the guidance range, marking a 31.2% year-over-year increase.
Edge AI Revenue Growth
Edge AI products accounted for about 80% of total revenue, marking the sixth consecutive quarter of record Edge AI revenue.
Increased Fiscal 2026 Revenue Guidance
Fiscal 2026 revenue growth guidance raised to a range of 36% to 38%, or approximately $390 million at midpoint, up from 31% to 35%.
Strong Free Cash Flow
Cumulative year-to-date free cash flow was almost 14.8%.
New Customer Wins in Multiple Markets
Significant customer engagements in enterprise security, automotive safety, and portable video markets, including partnerships with Sparsh, Infinity, and Motorola.

Ambarella (AMBA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

AMBA Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Mar 03, 2026
2026 (Q4)
0.10 / -
0.11
Nov 25, 2025
2026 (Q3)
0.20 / 0.27
0.11145.45% (+0.16)
Aug 28, 2025
2026 (Q2)
0.05 / 0.15
-0.13215.38% (+0.28)
May 29, 2025
2026 (Q1)
0.04 / 0.07
-0.26126.92% (+0.33)
Feb 26, 2025
2025 (Q4)
-0.02 / 0.11
-0.24145.83% (+0.35)
Nov 26, 2024
2025 (Q3)
0.04 / 0.11
-0.28139.29% (+0.39)
Aug 27, 2024
2025 (Q2)
-0.19 / -0.13
-0.1513.33% (+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)
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
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%
Feb 26, 2025
$75.81$62.82-17.13%
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 (AMBA) report earnings?
Ambarella (AMBA) is schdueled to report earning on Mar 03, 2026, After Close (Confirmed).
    What is Ambarella (AMBA) earnings time?
    Ambarella (AMBA) earnings time is at Mar 03, 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 2026 (Q4) is 0.1.

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