Earnings$AMBA4:07 PM ET

Ambarella Q2 revenue and EPS beat estimates; Q3 revenue guidance in line

By BORSA NewsroomPublished Sep 3, 2026, 4:07 PM EDTUpdated Sep 3, 2026, 4:08 PM EDT

Ambarella Q2 revenue $108.1M (est. $108M), adj EPS $0.18 (est. $0.17). Q3 revenue guide $115M-$124M (est. $119M). Record edge AI revenue driven by 5nm SoCs. One-time credit of $9M.

Sentimentbullish 70

Bullish · 70 of 100

Impact40

low · stays off the top drivers

Confidence70%

moderate confidence · single wire

Eventdeveloping

v1 · alerted to followers

WHAT WE KNOW

Q2 revenue $108.1M, +13.2% YoY.
Adjusted EPS $0.18, +20% YoY.
Non-GAAP net income $8.2M, +28% YoY.