Reported Q: Q1 2026 Rev YoY: +57.6% EPS YoY: +37.6% Move: +2.28%
Ambarella Inc
AMBA
$65.09 2.28%
Exchange NASDAQ Sector Technology Industry Semiconductors
Q1 2026
Published: Jun 3, 2025

Company Status Snapshot

Fast view of the latest quarter outcome for AMBA

Reported

Report Date

Jun 3, 2025

Quarter Q1 2026

Revenue

85.87M

YoY: +57.6%

EPS

-0.58

YoY: +37.6%

Market Move

+2.28%

Previous quarter: Q4 2025

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Earnings Highlights

  • Revenue of $85.87M up 57.6% year-over-year
  • EPS of $-0.58 increased by 37.6% from previous year
  • Gross margin of 60.0%
  • Net income of -24.33M
  • "“AGI revenue, which we define as a product that integrates one of our proprietary deep learning AI accelerators, was more than 75% of our Q1 revenue. And this represents the fourth consecutive quarter of record AI revenue.”" - Fermi Wang
AMBA
Company AMBA

Executive Summary

Ambarella delivered a strong start to fiscal year 2026 (qq1) with revenue of $85.9 million, placing it in the upper half of guidance and marking a 57.6% year-over-year increase. Management attributed the outperformance to continued strength in AI-driven products, led by AGI-enabled accelerators, and further supported by the five-nanometer CV5/CV7 and 10-nanometer CV2 product families. IoT applications expanded mid-single digits sequentially and now account for roughly three-quarters of total revenue, while automotive declined slightly on a sequential basis but remained up more than 20% year over year. Ambarella raised its full-year revenue growth target to 19%-25% (midpoint about $348 million), from the prior mid-to-high teens, despite ongoing geopolitical uncertainty. The company highlighted a multi-year AI strategy, expanding edge infrastructure offerings, and the development of a new AI SoC roadmap to extend leadership into edge AI markets. Notably, AGI revenue represented more than 75% of Q1 revenue—marking the fourth consecutive quarter of record AI revenue—and Ambarella emphasized that security remains a meaningful but not sole growth driver as it expands into other AGI applications across auto and IoT verticals.

Key Performance Indicators

Revenue
Increasing
85.87M
QoQ: 2.21% | YoY: 57.64%
Gross Profit
Increasing
51.54M
60.01% margin
QoQ: 0.78% | YoY: 51.95%
Operating Income
Increasing
-25.86M
QoQ: -1.99% | YoY: 32.25%
Net Income
Increasing
-24.33M
QoQ: -20.23% | YoY: 35.86%
EPS
Increasing
-0.58
QoQ: -20.83% | YoY: 37.63%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q2 2026 95.51 -0.47 +49.9% View
Q1 2026 85.87 -0.58 +57.6% View
Q4 2025 84.02 -0.48 +62.8% View
Q3 2025 82.65 -0.58 +63.4% View
Q2 2025 63.72 -0.85 +2.6% View