Latest Earnings Results: Q2 '26
Estimated EPS
$0.17
Reported EPS
$0.18
Surprise
+5.26%
Estimated Rev
$107.76M
Reported Rev
$108.12M
Surprise
+0.34%
Ambarella expects revenue for the third quarter of fiscal year 2027 to be between $115M and $124M, with non-GAAP gross margin between 59.0% and 60.0% for the company.
Bullish Takeaway
Ambarella reached record edge AI revenue, bolstered by growth in CV75 and CV72 SoCs, while simultaneously launching the X7 AI Accelerator and securing long-term global indirect sales channel partnership agreements.
Bearish Takeaway
Ambarella continues to report GAAP net losses and experienced a compression in GAAP gross margin, while also facing ongoing structural risks related to customer demand and the commercialization of new technologies.
Generated by Stocktwits using AI and company-reported earnings data for Q2 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q3 '26 | $0.30 | -- | -- | N/A |
Q2 '26 | $0.17 | $0.18 | 5.26% | BEAT |
Q1 '26 | $0.10 | $0.11 | 10.85% | BEAT |
Q4 '25 | $0.10 | $0.13 | 27.07% | BEAT |
Q3 '25 | $0.20 | $0.27 | 32.79% | BEAT |