earnings
confidence high
sentiment positive
materiality 0.75
Ambarella Q1 FY2027 revenue $100.4M (+17% YoY); non-GAAP EPS $0.11 vs $0.07; record automotive
AMBARELLA INC
- Revenue $100.4M, up 16.9% YoY; GAAP net loss $18.1M ($0.41 loss per share) vs $24.3M ($0.58) last year.
- Non-GAAP net profit $5.0M ($0.11 diluted EPS) vs $3.0M ($0.07) last year; gross margin non-GAAP 59.9%.
- Automotive revenue hit all-time record; management cites rapid AI adoption in commercial vehicles.
- Q2 guidance: revenue $105M–$111M; non-GAAP gross margin 59.0%–60.5%; non-GAAP opex $56M–$59M.
- New $50M share repurchase program authorized through June 30, 2027, starting after current program expires June 30, 2026.