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Jan 31
Ambarella Q4 2026 Earnings Report
Ambarella reported higher fourth quarter fiscal 2026 revenue with improved non-GAAP profitability and a narrower GAAP net loss.
Key Takeaways
Ambarella delivered double-digit revenue growth in Q4 fiscal 2026, with GAAP gross margin of 58.4% and non-GAAP net income of 5545000, while GAAP net loss narrowed year-over-year.
Revenue increased 20.1% year-over-year to 100867000.
GAAP gross margin was 58.4%, compared to 60.0% in the prior year.
GAAP net loss improved to 16435000 from 20234000 year-over-year.
Non-GAAP net income was 5545000, up from 4767000 in the prior year.
Forward Guidance
For Q1 fiscal 2027, Ambarella expects revenue between 97000000 and 103000000 and non-GAAP gross margin between 59.0% and 60.5%.
Positive Outlook
- Revenue guidance range of 97000000 to 103000000.
- Non-GAAP gross margin guidance of 59.0% to 60.5%.
- Continued edge AI revenue momentum.
- Strong cash position of 312571000 in total cash and marketable securities.
- Ongoing investment in AI SoC portfolio expansion.
Challenges Ahead
- GAAP net loss of 16435000 in Q4 fiscal 2026.
- GAAP gross margin declined year-over-year.
- Operating loss of 18432000 for the quarter.
- Guidance excludes GAAP reconciliation due to variability in charges.
- Exposure to macroeconomic and trade policy risks.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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