earnings
confidence high
sentiment positive
materiality 0.80
Ambarella Q2 FY2026 revenue $95.5M (+49.9%); non-GAAP EPS $0.15; raises FY2026 revenue growth to 31-35%
AMBARELLA INC
2026-Q2 EPS reported
-$1.05
revenue$181,383,000
- GAAP net loss $20.0M ($0.47 diluted loss) vs $34.9M loss a year ago; non-GAAP net profit $6.4M ($0.15 diluted EPS).
- Q3 FY2026 guidance: revenue $100M-$108M; non-GAAP gross margin 60.0%-61.5%; operating expenses $54M-$57M.
- FY2026 revenue growth estimate raised to 31%-35% (~$379M midpoint), implying all-time record annual revenue.
- Cash, equivalents and marketable securities $261.2M at end of Q2, up from $219.8M a year ago.
- CEO cites expanding edge AI applications, including portable AI video, robotic drone win, and first edge infrastructure win expected in FY2027.