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Jul 31, 2025
Ambarella Q2 2026 Earnings Report
Ambarella reported a narrower loss and returned to non-GAAP profitability in the second quarter of fiscal 2026.
Key Takeaways
Ambarella's Q2 FY26 results showed strong revenue growth and a return to non-GAAP profitability, driven by increasing demand for edge AI solutions and 5nm AI SoCs.
Revenue reached $95,511,000, up significantly from the previous year
GAAP net loss narrowed to $19,995,000
Non-GAAP net income was $6,428,000, resulting in EPS of $0.15
Strong momentum in edge AI markets and expanding production pipeline
Forward Guidance
Ambarella expects Q3 FY26 revenue between $100M and $108M and maintains strong momentum in edge AI markets.
Positive Outlook
- Q3 revenue guidance suggests continued growth
- Non-GAAP gross margin expected between 60.0% and 61.5%
- Edge AI SoC shipments contributing to record revenue projections
- Expansion in aerial drones and infrastructure segments
- Over 36 million edge AI processors shipped to date
Challenges Ahead
- GAAP losses continue despite improvement
- Gross margins declined YoY on both GAAP and non-GAAP basis
- Stock-based compensation remains high at over $25 million
- R&D expenses increased YoY
- No breakdown provided for segment or geography revenue
Historical Earnings Impact
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Avg. Return Before/After Earnings
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