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AMBA · Ambarella Inc · Earnings Call Transcripts & Audio

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$69.51 +0.78 (+1.13%) At close · Sep 30
Russell 2000 member Rebalance outlook locked
Market Cap
$3.03B
Shares
44.14M
Volume · Sep 30 855.4K Avg daily vol (3M) 1.75M

Ambarella Inc Earnings Call Transcripts

Quarterly earnings calls for Ambarella Inc (AMBA), with available speaker-labelled transcripts, captured audio replays, call highlights, 8-K earnings releases and periodic filings. Investor days and conferences appear here too.

Pull transcripts and briefs through the earnings call transcript API or MCP →

Revenue & result across quarters

Revenue Net income YoY up YoY down artefacts
▼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 ▲16.9% $100.36M −$18.09M '27 Q1 26-05-28 LATEST ▲13.2% $108.12M −$6.69M '27 Q2 26-09-03
Conference
Investor event
2026-09-15
Ambarella Inc (AMBA) September 2026 Conference
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY27 · Q2
2026-09-03
Ambarella Inc (AMBA) Q2 2027 Earnings Call Transcript
Confident tone Robotics and Humanoid Design Wins Edge Infrastructure and New X7 AI Accelerator Indirect Sales Channel Partnerships (Capgemini and Macnica)
Revenue
$108.12M
▲ 13.2% YoY
Diluted EPS
$-0.15
Gross margin
57.7%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY27 · Q1
2026-05-28
Ambarella Inc (AMBA) Q1 2027 Earnings Call Transcript
Confident tone Edge AI / Physical AI positioning Long-term agreements (LTAs) Robotics design wins
Revenue
$100.36M
▲ 16.9% YoY
Diluted EPS
$-0.41
Gross margin
58.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q4
2026-02-26
Ambarella Inc (AMBA) Q4 2026 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Conference
Investor event
2025-12-09
Ambarella Inc (AMBA) December 2025 Conference Transcript
No reported result — non-financial event
Audio Transcript Slides
Earnings call
FY26 · Q3
2025-11-25
Ambarella Inc (AMBA) Q3 2026 Earnings Call
Revenue
$108.45M
▲ 31.2% YoY
Diluted EPS
$-0.35
Gross margin
59.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q2
2025-08-28
Ambarella Inc (AMBA) Q2 2026 Earnings Call Transcript
Confident tone Edge AI revenue growth and momentum Edge AI applications breadth expansion Customer design wins and engagements
Revenue
$95.51M
▲ 49.9% YoY
Diluted EPS
$-0.47
Gross margin
58.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY26 · Q1
2025-05-29
Ambarella Inc (AMBA) Q1 2026 Earnings Call Transcript
Confident tone Edge AI Infrastructure Expansion Fiscal 2026 Guidance AI Revenue Growth
Revenue
$85.87M
▲ 57.6% YoY
Diluted EPS
$-0.58
Gross margin
60.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q4
2025-02-26
Ambarella Inc (AMBA) Q4 2025 Earnings Call
Revenue
$84.02M*
▲ 62.8% YoY
Gross margin
60.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY25 · Q3
2024-11-26
Ambarella Inc (AMBA) Q3 2025 Earnings Call Transcript
Positive tone New Product Waves CV3 Automotive Platform / Level 2+ Gen AI / Edge AI Strategy
Revenue
$82.65M
▲ 63.4% YoY
Diluted EPS
$-0.58
Gross margin
60.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q2
2024-08-27
Ambarella Inc (AMBA) Q2 2025 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY25 · Q1
2024-05-30
Ambarella Inc (AMBA) Q1 2025 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q4
2024-02-27
Ambarella Inc (AMBA) Q4 2024 Earnings Call Transcript
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 Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY24 · Q3
2023-11-30
Ambarella Inc (AMBA) Q3 2024 Earnings Call Transcript
Revenue
$50.59M
▼ 39.1% YoY
Diluted EPS
$-1.04
Gross margin
59.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q2
2023-08-29
Ambarella Inc (AMBA) Q2 2024 Earnings Call Transcript
Revenue
$62.12M
▼ 23.2% YoY
Diluted EPS
$-0.79
Gross margin
61.9%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY24 · Q1
2023-05-30
Ambarella Inc (AMBA) Q1 2024 Earnings Call Transcript
Revenue
$62.14M
▼ 31.2% YoY
Diluted EPS
$-0.91
Gross margin
60.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q4
2023-02-28
Ambarella Inc (AMBA) Q4 2023 Earnings Call Transcript
Revenue
$83.32M*
▼ 7.7% YoY
Gross margin
59.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY23 · Q3
2022-12-01
Ambarella Inc (AMBA) Q3 2023 Earnings Call Transcript
Revenue
$83.10M
▼ 9.8% YoY
Diluted EPS
$-0.51
▼ 2650% YoY
Gross margin
62.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q2
2022-08-30
Ambarella Inc (AMBA) Q2 2023 Earnings Call Transcript
Revenue
$80.88M
▲ 2% YoY
Diluted EPS
$-0.62
Gross margin
63.1%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY23 · Q1
2022-05-31
Ambarella Inc (AMBA) Q1 2023 Earnings Call Transcript
Revenue
$90.31M
▲ 28.8% YoY
Diluted EPS
$-0.29
Gross margin
62.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q4
2022-02-28
Ambarella Inc (AMBA) Q4 2022 Earnings Call Transcript
Revenue
$90.23M*
▲ 45.2% YoY
Gross margin
63.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY22 · Q3
2021-11-30
Ambarella Inc (AMBA) Q3 2022 Earnings Call Transcript
Revenue
$92.17M
▲ 64.3% YoY
Diluted EPS
$0.02
Gross margin
62.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q2
2021-08-31
Ambarella Inc (AMBA) Q2 2022 Earnings Call Transcript
Revenue
$79.33M
▲ 58.3% YoY
Diluted EPS
$-0.20
Gross margin
62.3%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY22 · Q1
2021-06-01
Ambarella Inc (AMBA) Q1 2022 Earnings Call Transcript
Revenue
$70.13M
▲ 28.3% YoY
Diluted EPS
$-0.30
Gross margin
62.4%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q4
2021-03-02
Ambarella Inc (AMBA) Q4 2021 Earnings Call Transcript
Revenue
$62.14M*
▲ 8.6% YoY
Gross margin
60.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY21 · Q3
2020-11-23
Ambarella Inc (AMBA) Q3 2021 Earnings Call Transcript
Revenue
$56.09M
▼ 17.4% YoY
Diluted EPS
$-0.49
Gross margin
62.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q2
2020-09-02
Ambarella Inc (AMBA) Q2 2021 Earnings Call Transcript
Revenue
$50.11M
▼ 11.2% YoY
Diluted EPS
$-0.43
Gross margin
61.8%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY21 · Q1
2020-06-02
Ambarella Inc (AMBA) Q1 2021 Earnings Call Transcript
Revenue
$54.65M
▲ 15.8% YoY
Diluted EPS
$-0.45
Gross margin
58.6%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q4
2020-03-03
Ambarella Inc (AMBA) Q4 2020 Earnings Call
Revenue
$57.21M*
▲ 12% YoY
Gross margin
58.2%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-K
Earnings call
FY20 · Q2
2019-07-31
Ambarella Inc (AMBA) Q2 2020 Earnings Call Transcript
Revenue
$56.41M
▼ 9.7% YoY
Diluted EPS
$-0.31
Gross margin
57.5%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Earnings call
FY20 · Q1
2019-04-30
Ambarella Inc (AMBA) Q1 2020 Earnings Call Transcript
Revenue
$47.19M
▼ 17.1% YoY
Diluted EPS
$-0.53
Gross margin
59.0%
Rev · 8q Trailing quarterly revenue
Audio Transcript Slides 8-K10-Q
Showing 1–31 of 31 earnings calls
Key facts CIK 1280263 CUSIP G037AX101 13F (30d) 7 filings 7 filers Visit website Investor relations