AMBA · Ambarella Inc
$83.75
+1.90 (+2.32%)
At close · Aug 6
Market Cap
$3.68B
Shares
43.87M
Ambarella Inc Earnings Call Transcripts
Every quarterly earnings call for Ambarella Inc (AMBA) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲2%
$80.88M
−$23.65M
'23 Q2
22-08-30
▼9.8%
$83.10M
−$19.81M
'23 Q3
22-12-01
▼7.7%
$83.32M
−$11.11M
'23 Q4
23-02-28
▼31.2%
$62.14M
−$35.90M
'24 Q1
23-05-30
▼23.2%
$62.12M
−$31.20M
'24 Q2
23-08-29
▼39.1%
$50.59M
−$41.71M
'24 Q3
23-11-30
▼38.1%
$51.62M
−$60.61M
'24 Q4
24-02-27
▼12.3%
$54.47M
−$37.93M
'25 Q1
24-05-30
▲2.6%
$63.72M
−$34.89M
'25 Q2
24-08-27
▲63.4%
$82.65M
−$24.07M
'25 Q3
24-11-26
▲62.8%
$84.02M
−$20.23M
'25 Q4
25-02-26
▲57.6%
$85.87M
−$24.33M
'26 Q1
25-05-29
▲49.9%
$95.51M
−$20.00M
'26 Q2
25-08-28
▲31.2%
$108.45M
−$15.11M
'26 Q3
25-11-25
▲20.1%
$100.87M
−$16.43M
'26 Q4
26-02-26
LATEST
▲16.9%
$100.36M
−$18.09M
'27 Q1
26-05-28
Conference
Investor event
2026-09-09
Citi’s 2026 Global TMT Conference
Scheduled
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY27 · Q1
2026-05-28
Ambarella Inc Q1 FY2027 Earnings Call
Revenue
$100.36M
▲ 16.9% YoY Diluted EPS
$-0.41
Gross margin
58.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q4
2026-02-26
Ambarella Inc Q4 FY2026 Earnings Call
Confident tone
Automotive and IoT end markets
New product cycle (CV75, CV72, CV7)
Financial results and outlook
Revenue
$100.87M*
▲ 20.1% YoY Gross margin
58.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Conference
Investor event
2025-12-09
Nasdaq London Investor Conference
No reported result — non-financial event
Audio
Transcript
Slides
Earnings call
FY26 · Q3
2025-11-25
Ambarella Inc Q3 FY2026 Earnings Call
Revenue
$108.45M
▲ 31.2% YoY Diluted EPS
$-0.35
Gross margin
59.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q2
2025-08-28
Ambarella Inc Q2 FY2026 Earnings Call
Revenue
$95.51M
▲ 49.9% YoY Diluted EPS
$-0.47
Gross margin
58.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2025-05-29
Ambarella Inc Q1 FY2026 Earnings Call
Revenue
$85.87M
▲ 57.6% YoY Diluted EPS
$-0.58
Gross margin
60.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2025-02-26
Ambarella Inc Q4 FY2025 Earnings Call
Revenue
$84.02M*
▲ 62.8% YoY Gross margin
60.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2024-11-26
Ambarella Inc Q3 FY2025 Earnings Call
Revenue
$82.65M
▲ 63.4% YoY Diluted EPS
$-0.58
Gross margin
60.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2024-08-27
Ambarella Inc Q2 FY2025 Earnings Call
Positive tone
New product ramps (CV5, CV7, CV3-AD)
IoT customer wins (security, fleet, handheld)
CV3 OEM conversion and future waves
Revenue
$63.72M
▲ 2.6% YoY Diluted EPS
$-0.85
Gross margin
60.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2024-05-30
Ambarella Inc Q1 FY2025 Earnings Call
Positive tone
Seasonality / Q4 outlook
Automotive CV3-AD design wins
IoT / Enterprise security
Revenue
$54.47M
▼ 12.3% YoY Diluted EPS
$-0.93
Gross margin
60.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2024-02-27
Ambarella Inc Q4 FY2024 Earnings Call
Confident tone
Revenue Stabilization and Recovery
AI Inference / Edge AI Strategy
Automotive (CV3, ADAS/AD)
Revenue
$51.62M*
▼ 38.1% YoY Gross margin
59.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2023-11-30
Ambarella Inc Q3 FY2024 Earnings Call
Revenue
$50.59M
▼ 39.1% YoY Diluted EPS
$-1.04
Gross margin
59.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2023-08-29
Ambarella Inc Q2 FY2024 Earnings Call
Revenue
$62.12M
▼ 23.2% YoY Diluted EPS
$-0.79
Gross margin
61.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2023-05-30
Ambarella Inc Q1 FY2024 Earnings Call
Revenue
$62.14M
▼ 31.2% YoY Diluted EPS
$-0.91
Gross margin
60.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2023-02-28
Ambarella Inc Q4 FY2023 Earnings Call
Revenue
$83.32M*
▼ 7.7% YoY Gross margin
59.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2022-12-01
Ambarella Inc Q3 FY2023 Earnings Call
Revenue
$83.10M
▼ 9.8% YoY Diluted EPS
$-0.51
▼ 2650% YoY Gross margin
62.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2022-08-30
Ambarella Inc Q2 FY2023 Earnings Call
Revenue
$80.88M
▲ 2% YoY Diluted EPS
$-0.62
Gross margin
63.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2022-05-31
Ambarella Inc Q1 FY2023 Earnings Call
Revenue
$90.31M
▲ 28.8% YoY Diluted EPS
$-0.29
Gross margin
62.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2022-02-28
Ambarella Inc Q4 FY2022 Earnings Call
Revenue
$90.23M*
▲ 45.2% YoY Gross margin
63.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2021-11-30
Ambarella Inc Q3 FY2022 Earnings Call
Revenue
$92.17M
▲ 64.3% YoY Diluted EPS
$0.02
Gross margin
62.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2021-08-31
Ambarella Inc Q2 FY2022 Earnings Call
Revenue
$79.33M
▲ 58.3% YoY Diluted EPS
$-0.20
Gross margin
62.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2021-06-01
Ambarella Inc Q1 FY2022 Earnings Call
Revenue
$70.13M
▲ 28.3% YoY Diluted EPS
$-0.30
Gross margin
62.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2021-03-02
Ambarella Inc Q4 FY2021 Earnings Call
Revenue
$62.14M*
▲ 8.6% YoY Gross margin
60.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2020-11-23
Ambarella Inc Q3 FY2021 Earnings Call
Revenue
$56.09M
▼ 17.4% YoY Diluted EPS
$-0.49
Gross margin
62.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2020-09-02
Ambarella Inc Q2 FY2021 Earnings Call
Revenue
$50.11M
▼ 11.2% YoY Diluted EPS
$-0.43
Gross margin
61.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2020-06-02
Ambarella Inc Q1 FY2021 Earnings Call
Revenue
$54.65M
▲ 15.8% YoY Diluted EPS
$-0.45
Gross margin
58.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2020-03-03
Ambarella Inc Q4 FY2020 Earnings Call
Revenue
$57.21M*
▲ 12% YoY Gross margin
58.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q2
2019-07-31
Ambarella Inc Q2 FY2020 Earnings Call
Revenue
$56.41M
▼ 9.7% YoY Diluted EPS
$-0.31
Gross margin
57.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2019-04-30
Ambarella Inc Q1 FY2020 Earnings Call
Revenue
$47.19M
▼ 17.1% YoY Diluted EPS
$-0.53
Gross margin
59.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Showing 1–30 of 30 earnings calls
Key facts
CIK
1280263
CUSIP
G037AX101
13F (30d)
111 filings
109 filers
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