earnings
confidence high
sentiment positive
materiality 0.75
Ambarella Q3 FY2026 revenue $108.5M (+31% YoY), non-GAAP EPS $0.27; CTO/co-founder resigns, stays as advisor
AMBARELLA INC
2026-Q3 EPS reported
-$1.40
revenue$289,835,000
- Revenue $108.5M, up 31.2% YoY, above guidance high-end; raised FY2026 revenue growth guidance to 36-38% from 31-35%.
- GAAP net loss $15.1M (-$0.35/diluted share) improving from -$24.1M (-$0.58) YoY.
- Non-GAAP net profit $11.9M ($0.27/diluted share) vs $4.6M ($0.11) YoY.
- Cash, equivalents and marketable securities $295.3M, up from $261.2M prior quarter.
- CTO and director Leslie Kohn resigned effective Nov 24; transitions to part-time Chief Technology Advisor.