MarketQoQ +7.74 % · YoY +13.21 %
VLSI ASTRIA / INVESTOR RELATIONS
Company earnings & IR
45 companies · 2026-09-09
Published disclosure snapshot
AMBA · United States · Compute & AI
Ambarella
Period ended 2026-07-31 · USD
Published 2026-09-04
QoQ +11.82 pp · YoY +15.49 pp
QoQ — · YoY —
Quarterly comparison
Issuer fiscal periods, native currencies and accounting standards are preserved. † identifies a value calculated from disclosed inputs.
| Metric / Unit | Q2 FY2027 | Q1 FY2027 | Q2 FY2026 | QoQ | YoY |
|---|---|---|---|---|---|
| RevenueUSD million · GAAP | 108.13 | 100.36 | 95.51 | +7.74 % | +13.21 % |
| Gross profitUSD million · GAAP | 62.42 | 58.59 | 56.23 | +6.53 % | +11 % |
| Gross marginpercent · GAAP | 57.73% † | 58.38% † | 58.87% † | -0.65 pp | -1.15 pp |
| Operating incomeUSD million · GAAP | -8.14 | -19.42 | -21.99 | — | — |
| Operating marginpercent · GAAP | -7.53% † | -19.35% † | -23.02% † | +11.82 pp | +15.49 pp |
| Net incomeUSD million · GAAP | -6.69 | -18.09 | -20 | — | — |
| Net marginpercent · GAAP | -6.19% † | -18.03% † | -20.93% † | +11.84 pp | +14.75 pp |
| Diluted EPSUSD/share · GAAP | -0.15 | -0.41 | -0.47 | — | — |
| Operating cash flowUSD million · GAAP | -0.26 † | -25.63 | 5.51 † | — | -104.72 % |
Margins: percentage points (pp). Growth off a zero or negative base is unavailable. Basic and diluted EPS follow each row’s source basis.
Revenue history
Revenue
Profitability history
Gross marginOperating margin
Full quarterly statements
| Metric / Unit | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | Q1 FY2027 | Q2 FY2027 |
|---|---|---|---|---|---|---|---|---|---|---|
| RevenueUSD million | 54.47 | 63.72 | 82.65 | 84.02 † | 85.87 | 95.51 | 108.45 | 100.87 † | 100.36 | 108.13 |
| Gross profitUSD million | 33.16 | 38.74 | 50.05 | 50.38 † | 51.54 | 56.23 | 64.59 | 58.91 † | 58.59 | 62.42 |
| Gross marginpercent | 60.87% † | 60.79% † | 60.55% † | 59.97% † | 60.01% † | 58.87% † | 59.55% † | 58.41% † | 58.38% † | 57.73% † |
| Operating incomeUSD million | -39.45 | -36.29 | -25.51 | -25.35 † | -25.86 | -21.99 | -16.25 | -18.43 † | -19.42 | -8.14 |
| Operating marginpercent | -72.41% † | -56.94% † | -30.86% † | -30.18% † | -30.11% † | -23.02% † | -14.98% † | -18.27% † | -19.35% † | -7.53% † |
| Net incomeUSD million | -37.93 | -34.89 | -24.07 | -20.21 † | -24.33 | -20 | -15.11 | -16.47 † | -18.09 | -6.69 |
| Net marginpercent | -69.63% † | -54.75% † | -29.12% † | -24.05% † | -28.33% † | -20.93% † | -13.93% † | -16.33% † | -18.03% † | -6.19% † |
| Diluted EPSUSD/share | -0.93 | -0.85 | -0.58 | — | -0.58 | -0.47 | -0.35 | — | -0.41 | -0.15 |
| Operating cash flowUSD million | -14.95 | 16.74 † | 6.62 † | 25.43 † | 14.8 | 5.51 † | 34.31 † | 18.9 † | -25.63 | -0.26 † |
Revenue composition
Detailed revenue tables can be opened in the company’s official results materials. IR ↗
Customer & geographic revenue
Explore disclosed customer concentration and geographic revenue on each source’s own period and revenue basis.
Source & calculation disclosure
customer location
FY2026 · ANNUAL · USD million · Partial disclosure
See source → 2026-01-31
Revenue denominator: 390.7 USD million · Published: 2026-03-23
Ambarella FY2026 Form 10-K ↗Annual report gives Asia concentration only; products may be sold globally after integration.
| Region | USD million | Revenue share | Evidence & disclosure |
|---|---|---|---|
| Asia | ≈ 343.82ASTRIA estimate | 88%Reported | Source ↗ ASTRIA disclosed-share estimate v1: 390.702 USD million × 88% / 100. The issuer share may be rounded; this is an approximate conversion, not reported customer invoice revenue or a forecast. reported share |
Disclosure
Blue identifies disclosed figures and shares calculated from disclosed revenue; amber and ≈ identify approximate ASTRIA amounts converted from disclosed shares. Calculated and estimated values retain methods and sources. Anonymous customers stay anonymous. A named relationship does not establish its revenue. Annual, quarterly and YTD periods, customer headquarters, shipment destinations and usage locations can differ.
Undisclosed customer revenue stays unavailable. Estimates are neither issuer-confirmed revenue nor forecasts. · 2026-09-09
Download exposure CSVOriginal IR documents
10-Q · 2026-07-31 ↗SEC filing · 2026-09-0410-Q · 2026-04-30 ↗SEC filing · 2026-06-02Ambarella FY2026 Form 10-K ↗Revenue disclosure · 2026-03-2310-Q · 2025-10-31 ↗SEC filing · 2025-12-0410-Q · 2025-07-31 ↗SEC filing · 2025-09-0310-Q · 2025-04-30 ↗SEC filing · 2025-06-0310-K · 2025-01-31 ↗SEC filing · 2025-03-2810-Q · 2024-10-31 ↗SEC filing · 2024-12-0610-Q · 2024-07-31 ↗SEC filing · 2024-09-0410-Q · 2024-04-30 ↗SEC filing · 2024-06-06Fiscal period reference · 2025-04-30 ↗earnings release · Issuer archive
Comparison rules & source notes
This snapshot combines official IR materials and SEC disclosures. Fiscal calendars, acquisitions, divestitures and reclassifications affect comparability.
- Fiscal label for 2025-04-30 follows the issuer results announcement; SEC fiscal-year metadata is inconsistent.
Quarterly cash flows and Q4 statements may use cumulative-report differences. Per-share values are never calculated by subtracting annual and nine-month EPS. Sources and calculation inputs are retained in JSON / CSV.