Ambarella, Inc. (AMBA) Earnings Call Analysis

NASDAQ · Technology · Semiconductor Equipment & Materials

14/25

Growth 3 Margin 2 Expansion 4 Platform 2 Financial 3

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Earnings Reports

14
Ambarella (AMBA) Q2 2027: 13% Revenue Growth Accelerates Edge AI Platform Expansion
September 05, 2026
19
Ambarella (AMBA) Q1 2027: $800M Hanwha LTA Signals Multi-Year Edge AI Revenue Upside
June 01, 2026
19
Ambarella (AMBA) Q4 2026: HAI Revenue Hits 80% of Mix, Channel and ASIC Bets Shape FY27
February 27, 2026
18
Ambarella (AMBA) Q3 2026: Edge AI Revenue Hits 80% of Total, ASPs Climb 20% as Product Mix Shifts
November 26, 2025
19
Ambarella (AMBA) Q2 2026: IoT Powers 50% Revenue Surge, Edge AI Breadth Drives Guidance Hike
August 29, 2025
25
Ambarella (AMBA) Q1 2026: Edge AI Revenue Surges to 75% of Total, Expanding Beyond Security Cameras
July 03, 2025
Ambarella (AMBA) Q3 2025: AI Product Revenue Surges 63% as CV5 Drives ASP Expansion
November 26, 2024
Ambarella (AMBA) Q2 2025: New Product Ramps Drive 24% Sequential Guidance Surge
August 27, 2024
Ambarella (AMBA) Q1 2025: AI Inference Revenue Set to Grow 30% as CV3 Design Wins Surpass $100M
May 30, 2024
Ambarella (AMBA) Q4 2024: AI SoC ASPs Jump 15% as Edge Inference Strategy Gains Traction
February 27, 2024
14
Ambarella (AMBA) Q2 2024: CV2 AI SoC Now 60% of Revenue as Legacy Video Processor Shrinks
August 29, 2023
Ambarella (AMBA) Q1 2024: AI Revenue Mix Surges to 60% as CV3 Platform Targets $10B TAM
May 30, 2023
Ambarella (AMBA) Q4 2022: CV Revenue Surges to 25% of Mix, Accelerating AIoT Inflection
February 28, 2023

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