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Ambarella (AMBA) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Sep 01, 2026

After Close (Confirmed)

Period Ending

2027 (Q2)

Consensus EPS Forecast

0.17

Last Year’s EPS

0.15

Same Quarter Last Year

Analyst Consensus

Moderate Buy

Based on 11 Analysts Ratings

Earnings Call Summary

Q1 2027

Earnings Call Date:May 28, 2026|

% Change Since:

Earnings Call Sentiment|Positive

The call emphasized clear execution and strong secular momentum: revenue grew 16.9% YoY, automotive set a record quarter with steep product ramps, major LTAs (including an $800M+ potential Hanwha deal) and extensive design‑win momentum support a constructive growth outlook. However, the company is managing near‑term headwinds including a sizable inventory build (days inventory up from 99 to 145), sequential cash outflows, customer/fulfillment concentration (WT Microelectronics ~60.7% of revenue), supply‑chain pressures on DRAM/flash, and a double‑digit sequential decline in consumer IoT. On balance, the positives (product road map, LTAs, YoY growth, margins, design wins and guidance for Q2 expansion) materially outweigh the near‑term operational and concentration risks.

Company Guidance

Ambarella guided Q2 FY27 revenue of $105–$111M (midpoint $108M) versus Q1 revenue of $100M (slightly above prior midpoint); Q2 non‑GAAP gross margin is forecast at 59.0%–60.5% (Q1 was 59.9%) and non‑GAAP operating expense is guided to $56–$59M (Q1 $56.4M); net interest and other income is estimated at $1.9M (Q1 $2.1M), non‑GAAP tax about $800K (Q1 ~$740K), and diluted shares ~44.3M. Management reiterated a long‑term gross‑margin model of roughly 59%–62% and a full‑year growth outlook near 10%–15%; balance‑sheet and cash metrics for Q1 included cash & marketable securities of ~$278M, operating cash outflow $25.6M, capex $4M, free cash outflow $29.6M, DSO 35 days and inventory days rising to 145 (from 99). Additional disclosed metrics tied to strategy and potential revenue sources included cumulative SoC shipments >46M, 12 Edge AI SoCs available, corporate ASP ~$15 in Q1 (with new SoCs targeting higher ASPs), a Hanwha LTA with potential revenue in excess of $800M over >10 years, 15+ robotic design wins with lifetime revenue >$100M, and a new $50M share repurchase authorization (following a recent buyback of 47.8k shares for $2.4M at an average $51.04).

Revenue Beat and Strong Year‑Over‑Year Growth

Q1 revenue of $100.0M was slightly above the midpoint of guidance, down 0.5% sequentially but up 16.9% year‑over‑year.

High Gross Margin and Controlled OpEx

Non‑GAAP gross margin of 59.9% (in line with guidance midpoint) and non‑GAAP operating expenses of $56.4M (slightly below midpoint) demonstrating margin discipline.

Major Long‑Term Agreement with Hanwha

Announced a material long‑term agreement (LTA) with Hanwha covering co‑development and sourcing with potential revenue in excess of $800M over a period exceeding 10 years, plus additional LTA activity including a semi‑custom 2nm chip (CV8) tape‑out.

Record Automotive Revenue and Robust Product Momentum

Automotive revenue reached an all‑time quarterly record with strong above‑seasonal double‑digit sequential growth; company expects automotive growth to outpace the market (industry auto semiconductor growth 10%–15%).

Product and Design‑Win Traction

Cumulative shipments >46M Edge AI SoCs; 12 Edge AI SoCs available; 5nm CV72/CV75 in steep production ramp; CV7 and 2nm CV3‑AD on roadmap; 15+ robotic design wins and >30 customers in robotics pipeline with lifetime robotic revenue exceeding $100M.

Platform and Software Strength

Open software stack supporting >200 AI model architectures in production and a unified SDK across product families, positioning Ambarella for complex GenAI/Agent AI at the edge.

Capital Return and Share Repurchase Program

Repurchased 47.8k shares for $2.4M in Q1 and the Board authorized a new $50M repurchase program valid through June 30, 2027.

Q2 Guidance Points to Sequential Strength

Q2 revenue guidance $105M–$111M (midpoint $108M) with expected sequential increases in both automotive and IoT, and gross margin guidance of 59%–60.5%.

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

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AMBA Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Sep 01, 2026	2027 (Q2)	0.17 / -	0.15	―	―	―
May 28, 2026	2027 (Q1)	0.10 / 0.11	0.07	57.14% (+0.04)	―
Feb 26, 2026	2026 (Q4)	0.10 / 0.13	0.11	18.18% (+0.02)	―
Nov 25, 2025	2026 (Q3)	0.20 / 0.27	0.11	145.45% (+0.16)	―
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)	―

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 28, 2026	$91.84	$72.18	-21.41%
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%

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.