Ambarella, Inc. (AMBA)
Ambarella: It Will Need To Do A Lot To Get Back Investor Confidence
Ambarella, Inc. reported Q4 revenue of $101M (+20% y/y), with IoT segment up 50%, but shares fell 19% post-earnings. I maintain a Hold rating on AMBA, citing stretched valuation (forward PE ~72x) and investor concerns over margin deterioration despite strong IoT growth. Profitability remains the key focus; margin recovery hinges on successful execution of advanced 5nm/4nm chip transition and AI-driven products.
Ambarella, Inc. (AMBA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Ambarella, Inc. (AMBA) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript
Ambarella Q4 Earnings and Revenues Surpass Estimates, Increase Y/Y
AMBA's Q4 revenues soar 20% on stronger edge AI demand, while efficient cost management leads to an 18% surge in earnings.
Ambarella (AMBA) Surpasses Q4 Earnings and Revenue Estimates
Ambarella (AMBA) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.11 per share a year ago.
Ambarella, Inc. (AMBA) Q4 2026 Earnings Call Transcript
Ambarella, Inc. (AMBA) Q4 2026 Earnings Call Transcript
Ambarella: Powering Physical AI Beyond The Data Center
Ambarella is positioned to capitalize on the surging demand for edge AI, delivering real-time perception and inference in cameras, robotics, and vehicles. AMBA posted record Q3 FY26 revenue of $108.5M (+31.2% YoY), with consensus projecting 36–38% full-year growth and operating leverage returning as edge AI revenue dominates. The CV7 SoC launch and DevZone ecosystem enhance AMBA's competitive edge in multi-stream, low-power, AI-intensive applications, increasing platform stickiness.
Ambarella, Inc. (AMBA) Discusses Edge AI Platform Developments and Market Strategy at CES Briefing Transcript
Ambarella, Inc. (AMBA) Discusses Edge AI Platform Developments and Market Strategy at CES Briefing Transcript
Ambarella, Inc. (AMBA) Presents at 53rd Annual Nasdaq Investor Conference Transcript
Ambarella, Inc. (AMBA) Presents at 53rd Annual Nasdaq Investor Conference Transcript
Ambarella, Inc. (AMBA) Presents at UBS Global Technology and AI Conference 2025 Transcript
Ambarella, Inc. ( AMBA ) UBS Global Technology and AI Conference 2025 December 2, 2025 6:55 PM EST Company Participants Fermi Wang - Co-Founder, President, CEO & Executive Chairman Presentation Unknown Analyst Good afternoon, everybody. For one of the last sessions of the day, we have here with us Fermi Wang, the Chief Executive Officer of Ambarella, Inc. Fermi, thanks so much for being here.
Ambarella Q3 Earnings Beat Estimates, Revenues Jump More Than 31% Y/Y
AMBA's Q3 revenues soar 31% on stronger edge AI demand, while efficient cost management leads to a 145% surge in earnings.
Ambarella, Inc. (AMBA) Q3 2026 Earnings Call Transcript
Ambarella, Inc. ( AMBA ) Q3 2026 Earnings Call November 25, 2025 4:30 PM EST Company Participants Louis Gerhardy - Vice President of Corporate Development Fermi Wang - Co-Founder, President, CEO & Executive Chairman John Young - Chief Financial Officer Conference Call Participants Tore Svanberg - Stifel, Nicolaus & Company, Incorporated, Research Division Ross Seymore - Deutsche Bank AG, Research Division Joseph Moore - Morgan Stanley, Research Division Christopher Rolland - Susquehanna Financial Group, LLLP, Research Division Sujeeva De Silva - ROTH Capital Partners, LLC, Research Division Martin Yang - Oppenheimer & Co. Inc., Research Division Quinn Bolton - Needham & Company, LLC, Research Division Kevin Cassidy - Rosenblatt Securities Inc., Research Division Presentation Operator Good day, and thank you for standing by, and welcome to the Ambarella's Third Quarter Fiscal Year 2026 Earnings Conference Call. [Operator Instructions].
Ambarella (AMBA) Surpasses Q3 Earnings and Revenue Estimates
Ambarella (AMBA) came out with quarterly earnings of $0.27 per share, beating the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.11 per share a year ago.
