Q3 2026 Ambarella Inc Earnings Call Transcript

Nov 25, 2025 / 09:30 PM GMT

Release Date Price: €76.42

Transcript 10-Q8-K

Key Points

Positve

Ambarella Inc (AMBA) reported record quarterly revenue of $108.5 million, exceeding expectations.
The company achieved its sixth consecutive quarter of record Edge AI revenue, which constituted about 80% of total revenue.
Fiscal 2026 revenue guidance has been increased, projecting a 36% to 38% growth, indicating strong market demand.
Ambarella Inc (AMBA) is experiencing strong demand across various applications, including enterprise security, automotive safety, and portable video markets.
The company has a robust product roadmap with advanced AI technologies, including 5 nanometer-based products representing over 45% of Q3 revenue.

Negative

There is a noted seasonality impact, with a forecasted mid to high single-digit decline in both automotive and IoT businesses for Q4.
Non-GAAP gross margin guidance for Q4 is slightly lower, ranging from 59% to 60.5%, compared to previous quarters.
The consumer market, while growing, introduces volatility and could affect the company's revenue stability.
The company faces challenges in maintaining its gross margin within the long-term target range due to high volume customer mix.
The home security market's development is slower than expected, impacting potential growth in that segment.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

AMBA.OQ - Ambarella Inc
Q3 2026 Ambarella Inc Earnings Call
Nov 25, 2025 / 09:30PM GMT

=====================
Presentation
--------------------------------------------------------------------------------
Unidentified_1 [1]
--------------------------------------------------------------------------------
Good day and thank you for standing by. Welcome to the umbrellas's 3rd quarter fiscal year 2026 earnings conference call. At this time, all participants are in listen-only mode. After the speaker's presentation, we'll open up the call for questions. To ask a question during the session, you will need to press 11 on your telephone. You will then hear an automated message advising your hand is raised to withdraw your question, please press 11 again. Please be advised that today's call is being recorded. I will not attend the call the call over to your speaker, Louis Ghardi, Vice President, corporate Development. Please go ahead.

--------------------------------------------------------------------------------
Unidentified_2 [2]
-----

Already have an account? Log in

Get the full story

Subscribe Now

	Access to All Earning Calls and Stock Analysis
	30-Year Financial on one screen
	All-in-one Stock Screener with unlimited filters
	Customizable Stock Dashboard
	Real Time Insider Trading Transactions
	8,000+ Institutional investors’ 13F holdings
	Powerful Excel Add-in and Google sheets Add-on
	All data downloadable
	Quick customer support
	And much more...

30-Day 100% money back guarantee

Subscription fee may be tax deductible.

Excellent

4.6 out of 5

Trustpilot

Research Tools

All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Calculators Discussion Board

Product

Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App Newsletters Signup 中文

Education

Financial Glossary Tutorials FAQ Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation

Company

About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program

Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey

Disclaimers

GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.