AMBARELLA INCAMBAEarnings & Financial Report
Ambarella, Inc. is an American fabless semiconductor design company, focusing on low-power, high-definition (HD) and Ultra HD video compression, image processing, and computer vision processors. Ambarella's products are used in a wide variety of human and computer vision applications, including video security, advanced driver assistance systems (ADAS), electronic mirror, drive recorder, driver and in-cabin monitoring, autonomous driving, and robotics applications. Ambarella's system on chips ...
Revenue
$95.5M
Gross Profit
$56.2M
Operating Profit
$-22.0M
Net Profit
$-20.0M
Gross Margin
58.9%
Operating Margin
-23.0%
Net Margin
-20.9%
YoY Growth
49.9%
EPS
$-0.47
AMBARELLA INC Q2 FY2026 Financial Summary
AMBARELLA INC reported revenue of $95.5M (up 49.9% YoY) for Q2 FY2026, with a net profit of $-20.0M (up 42.7% YoY) (-20.9% margin). Cost of goods sold was $39.3M, operating expenses totaled $78.2M.
Key Financial Metrics
| Total Revenue | $95.5M |
|---|---|
| Net Profit | $-20.0M |
| Gross Margin | 58.9% |
| Operating Margin | -23.0% |
| Report Period | Q2 FY2026 |
Revenue Breakdown
AMBARELLA INC Q2 FY2026 revenue of $95.5M breaks down across 4 segments, led by TW at $68.1M (71.3% of total).
| Segment | Revenue | % of Total |
|---|---|---|
| TW | $68.1M | 71.3% |
| Asia Pacific Other Than Taiwan | $17.8M | 18.6% |
| Other | $5.4M | 5.6% |
| North America Other Than United States | $4.2M | 4.4% |
AMBARELLA INC Revenue by Segment — Quarterly Trend
AMBARELLA INC revenue by segment across the last 4 reported quarters, showing how each business line (such as TW and Asia Pacific Other Than Taiwan) has evolved quarter over quarter.
| Segment | Q3 FY2026 | Q2 FY2026 | Q1 FY2026 | Q4 FY2025 |
|---|---|---|---|---|
| TW | $76.0M | $68.1M | $53.9M | $51.2M |
| Asia Pacific Other Than Taiwan | $20.2M | $17.8M | $16.6M | — |
| Other | $5.0M | $5.4M | $10.3M | $26.8M |
| North America Other Than United States | $7.4M | $4.2M | $5.1M | $6.0M |
AMBARELLA INC Annual Revenue by Year
AMBARELLA INC annual revenue history includes year-by-year totals (for example, 2025 revenue was $284.9M).
| Year | Annual Revenue |
|---|---|
| 2025 | $284.9M |
| 2024 | $226.5M |
| 2023 | $337.6M |
| 2022 | $331.9M |
AMBARELLA INC Quarterly Revenue & Net Profit History
AMBARELLA INC results over the last 8 reported quarters, including revenue, net profit and year-over-year growth.
| Quarter | Revenue | Revenue YoY | Net Profit | Net Margin |
|---|---|---|---|---|
| Q3 FY2026 | $108.5M | +31.2% | $-15.1M | -13.9% |
| Q2 FY2026 | $95.5M | +49.9% | $-20.0M | -20.9% |
| Q1 FY2026 | $85.9M | +57.6% | $-24.3M | -28.3% |
| Q4 FY2025 | $84.0M | +62.8% | $-20.2M | -24.1% |
| Q3 FY2025 | $82.7M | +63.4% | $-24.1M | -29.1% |
| Q2 FY2025 | $63.7M | +2.6% | $-34.9M | -54.8% |
| Q1 FY2025 | $54.5M | -12.3% | $-37.9M | -69.6% |
| Q4 FY2024 | $51.6M | -38.1% | $-60.6M | -117.4% |
Income Statement
| Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | Q3 2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $51.6M | $54.5M | $63.7M | $82.7M | $84.0M | $85.9M | $95.5M | $108.5M |
| YoY Growth | -38.1% | -12.3% | 2.6% | 63.4% | 62.8% | 57.6% | 49.9% | 31.2% |
Balance Sheet
| Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | Q3 2026 | |
|---|---|---|---|---|---|---|---|---|
| Assets | $657.7M | $638.7M | $650.3M | $670.8M | $689.0M | $701.9M | $706.4M | $751.9M |
| Liabilities | $97.8M | $83.2M | $102.8M | $116.5M | $127.6M | $129.2M | $129.9M | $161.8M |
| Equity | $559.9M | $555.4M | $547.6M | $554.3M | $561.4M | $572.7M | $576.5M | $590.1M |
Cash Flow
| Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 | Q3 2026 | |
|---|---|---|---|---|---|---|---|---|
| Operating CF | $-4.0M | $-15.0M | $16.7M | $6.6M | $25.4M | $14.8M | $5.5M | $34.3M |