Inferra AI / Company / AMBA

Ambarella Inc

AMBA · Information Technology

Last earnings Sep 3, 2026

Key results

Revenuequarter

$95.5 million

Revenue for the second quarter of fiscal 2026 was $95.5 million, up 49.9% from $63.7 million in the same period in fiscal 2025.

SEC original ↗Ambarella Inc — Earnings release (8-K exhibit)EX-99Aug 28, 2025

Growthquarter

up 49.9%

Revenue for the second quarter of fiscal 2026 was $95.5 million, up 49.9% from $63.7 million in the same period in fiscal 2025.

SEC original ↗Ambarella Inc — Earnings release (8-K exhibit)EX-99Aug 28, 2025

For the six months ended July 31, 2025, revenue was $181.4 million, up 53.5% from $118.2 million for the six months ended July 31, 2024.

SEC original ↗Ambarella Inc — Earnings release (8-K exhibit)EX-99Aug 28, 2025

GAAP gross marginquarter

59.4%

For the six months ended July 31, 2025, GAAP gross margin was 59.4%, compared with 60.8% for the six months ended July 31, 2024.

SEC original ↗Ambarella Inc — Earnings release (8-K exhibit)EX-99Aug 28, 2025

Gross marginquarter

60.5%

Financial results on a non-GAAP basis for the second quarter of fiscal 2026 are as follows: Gross margin on a non-GAAP basis for the second quarter of fiscal 2026 was 60.5%, compared with 63.3% for the same period in fiscal 2025.

SEC original ↗Ambarella Inc — Earnings release (8-K exhibit)EX-99Aug 28, 2025

For the six months ended July 31, 2025, non-GAAP gross margin was 61.2%, compared with 63.3% for the six months ended July 31, 2024.

SEC original ↗Ambarella Inc — Earnings release (8-K exhibit)EX-99Aug 28, 2025

We are increasing our fiscal 2026 revenue growth estimate to a range of 31% to 35%, or approximately $379 million at the midpoint.

SEC original ↗Ambarella Inc — Earnings release (8-K exhibit)EX-99Aug 28, 2025

The difference between GAAP and non-GAAP gross margin was 1.8% and 2.5%, or $3.2 million and $3.0 million, for the six months ended July 31, 2025 and July 31, 2024, respectively.

SEC original ↗Ambarella Inc — Earnings release (8-K exhibit)EX-99Aug 28, 2025

gross margin was 1.6% and 2.5%, or $1.5 million and $1.6 million, for the three months ended July 31, 2025 and July 31, 2024, respectively.

SEC original ↗Ambarella Inc — Earnings release (8-K exhibit)EX-99Aug 28, 2025

AI analysis

Q2 FY2026 · reported Aug 28, 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Revenue · Q2 FY2026

$95.5M

EX-99 · Aug 28, 2025

GAAP gross margin · Q2 FY2026

59.4%

-3.9 pts vs year ago computed from stated figures

EX-99 · Aug 28, 2025

Gross margin · Q2 FY2026

60.5%

-2.8 pts vs year ago computed from stated figures

EX-99 · Aug 28, 2025

The quarter in charts

GAAP gross margin

Percent of revenue, as stated

EX-99 · Aug 28, 2025 Margin values as stated in the release.

Guidance ladder — revenue

Delivered vs the company's guided range

Q2 FY2026 delivered$95.5M

Guided range (company-stated)$0.1B · midpoint $0.1B

0$B

EX-99 · Aug 28, 2025 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

Metric	Q2 FY2026	Prior qtr	Year ago
Revenue	$95.5 million	—	—
Growth	up 49.9%	—	—
GAAP gross margin	59.4%	—	63.3%
Gross margin	60.5%	—	63.3%

EX-99 · Aug 28, 2025

Guidance · company-stated

Revenue$100.0 million

Gross margin

“on a non-GAAP basis is expected to be between 60.0% and 61.5%”

Operating expenses

“on a non-GAAP basis are expected to be between $54.0 million and $57.0 million”

Midpoint vs latest-quarter revenue+4.7%computed from stated figures

Guidance stated in the release's Business Outlook table for the third quarter of fiscal year 2026; no direction stated — figures as stated in the table.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

GAAP gross margin59.4%

Gross margin60.5%

Capital allocation

Total cash, cash equivalents and marketable debt securities on hand at the end of the second quarter of fiscal 2026 was $261.2 million, compared with $259.4 million at the end of the prior quarter and $219.8 million at the end of the same quarter a year ago.

Financial instruments that potentially subject the Company to concentrations of credit risk consist primarily of cash, cash equivalents, marketable debt securities and accounts receivable.

What changed vs last quarter

Guide midpoint vs latest-quarter revenue +4.7% computed from stated figures

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Announces Second Quarter Fiscal Year 2026 Financial Results August 28, 2025 Santa

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Revenue: “Revenue is expected to be between $100.0 million and $108.0 million”

Gross margin: “Gross margin on a non-GAAP basis is expected to be between 60.0% and 61.5%”

Operating expenses: “Operating expenses on a non-GAAP basis are expected to be between $54.0 million and $57.0 million”

Revenue (“the third quarter of fiscal year 2026”)
“Revenue is expected to be between $100.0 million and $108.0 million”

Gross margin (“the third quarter of fiscal year 2026”)
“Gross margin on a non-GAAP basis is expected to be between 60.0% and 61.5%”

Operating expenses (“the third quarter of fiscal year 2026”)
“Operating expenses on a non-GAAP basis are expected to be between $54.0 million and $57.0 million”

Guidance stated in the release's Business Outlook table for the third quarter of fiscal year 2026; no direction stated — figures as stated in the table.

Capital allocation

SEC original ↗Ambarella Inc — Earnings release (8-K exhibit)EX-99Aug 28, 2025

Financial instruments that potentially subject the Company to concentrations of credit risk consist primarily of cash, cash equivalents, marketable debt securities and accounts receivable.