
Ambarella, Inc. (AMBA) Q2 2027 Earnings Call Transcript
Ambarella, Inc. develops semiconductor video solutions that enable high definition (HD) and ultra HD compression, image processing, and deep neural network processing globally. The company is headquartered in Santa Clara, California.
| Revenue (TTM) | $417.80M |
| Gross Profit (TTM) | $244.50M |
| EBITDA | $-48.89M |
| Operating Margin | -7.53% |
| Return on Equity | -9.41% |
| Return on Assets | -5.23% |
| Revenue/Share (TTM) | $9.62 |
| Book Value | $14.10 |
| Price-to-Book | 4.59 |
| Price-to-Sales (TTM) | 6.64 |
| EV/Revenue | 6.21 |
| EV/EBITDA | -57.06 |
| Quarterly Earnings Growth (YoY) | 0.00% |
| Quarterly Revenue Growth (YoY) | 13.20% |
| Shares Outstanding | $44.14M |
| Float | $42.12M |
| % Insiders | 4.42% |
| % Institutions | 86.41% |
Volatility is currently contracting

Ambarella, Inc. (AMBA) Q2 2027 Earnings Call Transcript

SANTA CLARA, Calif., Sept. 03, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced second quarter fiscal 2027 financial results for the period ended July 31, 2026.

Partnership expands Ambarella's go-to-market reach through Macnica's distribution, technical enablement and ecosystem development capabilities across the Americas and EMEA, driving significant potential net new revenues for Ambarella Macnica to support ISVs, OEMs, ODMs, systems integrators and customers building and deploying solutions on Ambarella's edge AI platform SANTA CLARA, Calif., Sept. 03, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced that it has entered into a long-term strategic distribution agreement with Macnica Americas, Inc. and Macnica ATD Europe S.A.S.

SANTA CLARA, Calif. and NEW YORK, Sept.

Ambarella is evolving beyond video processors, integrating AI-powered edge processing and sensor fusion into a unified platform. AMBA's competitive moat grows as its software-rich, end-to-end edge AI stack accumulates deployments and third-party support, raising barriers to entry. Product cycle momentum is driven by next-gen CV7/CV8 launches, higher ASPs, and strategic partnerships like Hanwha, supporting revenue and margin expansion.

SANTA CLARA, Calif., Aug. 11, 2026 (GLOBE NEWSWIRE) -- Ambarella, Inc. (NASDAQ: AMBA), an edge AI semiconductor company, today announced it will hold its second quarter fiscal year 2027 earnings conference call on Thursday, September 3, 2026 at 1:30 p.m. (Pacific Time). The company will issue its earnings release after the market closes that same day.

Ambarella (AMBA) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Ambarella (AMBA) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Ambarella's NASDAQ: AMBA stock price has struggled with traction for years, but that may be coming to an end. The company's shift to computer vision and edge AI is paying off, and analysts are giving it the credit it deserves.

Shares of Ambarella Inc. (AMBA) surged about 28% on Tuesday. The rally came after Rosenblatt Securities identified the edge artificial intelligence chipmaker as one of its top technology stock picks for the second half of 2026, citing its strong positioning in the fast-growing physical AI market.
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