AMBA — Ambarella, Inc.
NASDAQ · Technology · Semiconductor Equipment & Materials
About Ambarella, Inc.
Ambarella, Inc. is a global semiconductor company specializing in advanced video processing technology. They develop chips that facilitate high-definition (HD) and ultra-HD (UHD) video compression, sophisticated image manipulation, and cutting-edge deep learning capabilities. Their core offering comprises highly integrated system-on-a-chip (SoC) designs. These single-chip solutions seamlessly combine HD video and image processing, artificial intelligence (AI) computer vision, audio processing, and various system functions, resulting in superior video and image clarity, distinct features, and efficient power usage. Ambarella's technology finds broad application across diverse markets. In the automotive sector, their chips power devices like vehicle dashcams, digital rearview mirrors, advanced driver-assistance systems (ADAS) cameras, interior and driver monitoring systems, and central domain controllers for self-driving vehicles. Beyond automotive, their solutions are crucial for professional and residential IP security cameras, various robotics and industrial applications (including identification, authentication, robotic products, and sensing), and a wide range of consumer products. The consumer segment encompasses wearable cameras, sports action cameras, social media devices, aerial drones, video conferencing equipment, and virtual reality systems. The company distributes its semiconductor solutions to original equipment manufacturers (OEMs) and original design manufacturers (ODMs) through a combination of its direct sales team and a network of distributors. Established in 2004, Ambarella, Inc. is headquartered in Santa Clara, California.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-03 | Q2 2027 | 0.17 | 0.18 | +125.00% | $108.1M | ✅ Beat | -0.77% | +7.07% | +7.70% |
| 2026-05-28 | Q1 2027 | 0.01 | 0.11 | +1000.00% | $100.4M | ✅ Beat | -21.41% | -21.55% | -27.04% |
| 2026-02-26 | Q4 2026 | -0.13 | 0.13 | +200.00% | $100.9M | ✅ Beat | -14.89% | -21.85% | -28.82% |
| 2025-11-25 | Q3 2026 | -0.04 | 0.27 | +775.00% | $108.5M | ✅ Beat | -18.78% | -22.93% | -21.51% |
| 2025-08-28 | Q2 2026 | -0.20 | 0.15 | +200.00% | $95.5M | ✅ Beat | +16.78% | +17.28% | +17.27% |
| 2025-05-29 | Q1 2026 | 0.04 | 0.07 | +75.00% | $85.9M | ✅ Beat | -15.10% | -16.60% | +6.56% |
| 2025-02-26 | Q4 2025 | -0.02 | 0.11 | +650.00% | $84.0M | ✅ Beat | -17.13% | -25.93% | -30.50% |
| 2024-11-26 | Q3 2025 | 0.04 | 0.11 | +175.00% | $82.7M | ✅ Beat | +5.89% | +3.90% | +7.46% |
Showing last 8 quarters.
Revenue by segment & region
By region
Q2 FY27 · $83.0M total
| Segment | Share | Revenue | YoY | Q3 FY25 | Q4 FY25 | Q2 FY26 | Q3 FY26 |
|---|---|---|---|---|---|---|---|
| TAIWAN | 78.5% | $65.1M | -4.4% | $54.6M | $51.2M | $68.1M | $76.0M |
| Europe | 12.1% | $10.0M | +113.7% | $6.0M | $6.8M | $4.7M | $3.2M |
| North America Other Than United States | 6.9% | $5.8M | +37.3% | $5.8M | $6.0M | $4.2M | $7.4M |
| UNITED STATES | 2.5% | $2.1M | +201.0% | $561K | $373K | $698K | $1.8M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.