Ambarella, Inc. is a global semiconductor company specializing in advanced video processing technology. They develop chips that facilitate high-definition (HD) and ultra-HD ...
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Est. EPS $0.30 · Revenue $119.28M · 8 analysts
Est. EPS $0.21 · Revenue $113.93M · 3 analysts
Est. EPS $0.79 · Revenue $441.35M · 8 analysts
Est. EPS $0.15 · Revenue $111.72M · 4 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $390.7M | +37.2% | +7.7% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $-75.9M | +35.2% | +63.0% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +58.0% | -1.5% | -2.4% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | -21.1% | +52.5% | +58.5% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | -19.4% | +52.8% | +65.7% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $58.0M | +147.3% | -306.4% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +14.8% | +80.3% | -291.6% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 2.3% | +140.9% | -7.0% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.31x | -13.0% | +17.3% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $798.6M | +15.9% | -1.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -1.78 vs 0.60 | -398.7% | -0.15 vs 0.30 | -150.8% |
| Revenue Surprise | $390.7M vs $390.0M | +0.2% | $108.1M vs $119.3M | -9.4% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 9, 2026 | Chen Yun-Lung | officer: VP, Business Dev. & Marketing | Ordinary Shares | D | 5,958 | $78.66 |
| Jul 1, 2026 | Ju Chi-Hong | officer: Senior VP, Systems & GM | Ordinary Shares | D | 10,000 | $88.84 |
| Jul 1, 2026 | Wang Feng-Ming | director, officer: CEO | Ordinary Shares | D | 16,250 | $90.08 |
| Jun 26, 2026 | PAISLEY CHRISTOPHER B | director | Ordinary Shares | D | 250 | $62.01 |
| Jun 17, 2026 | Young John Alexander | officer: CFO | Ordinary Shares | D | 3,186 | $67.87 |
Operator: Good day, and thank you for standing by. Welcome to Ambarella's First Quarter Fiscal Year 2027 Earnings Call. [Operator Instructions] Please be advised that today's conference is being recorded. Now it's my pleasure to hand the conference over to the Vice President of Corporate Development, Louis Gerhardy. Please proceed. Louis Gerhardy: Thank you, Carmen, and good afternoon. Thank you for joining our First Quarter Fiscal Year 2027 Financial Results Conference Call. On the call with me today is Dr. Fermi Wang, President and CEO; and John Young, CFO. The primary purpose of today's call is to provide you with information regarding the results for our first quarter fiscal year 2027. The discussion today and the responses to your questions will contain forward-looking statements regarding our projected financial results, financial prospects, market growth and demand for our solutions, among other things. These statements are based on currently available information and subject to risks, uncertainties and assumptions. Should any of these risks or uncertainties materialize or should our assumptions prove to be incorrect, our actual results could differ materially from these forward-looking statements. We're under no obligation to update these statements, and these risks, uncertainties and assumptions as well as other information on potential risk factors that could affect our financial results are more fully described in the documents we file with the SEC. Access to our first quarter fiscal year 2027 results press release, transcripts, historical results, SEC filings and a replay of today's call can be found on the Investor Relations page of our website. The content of today's call as well as the materials posted on our website are Ambarella's property and cannot be reproduced or transcribed without our prior written consent. Before starting the call, we hope to see you at some of the following investor events scheduled during our second fiscal quarter. June 2, we will be at the Bank of America's TMT Conference in San Francisco, June 23 at Northland's Virtual Equity Capital Markets Growth Conference. June 23 and 24, we'll be hosting investor meetings in Baltimore and Boston. August 18 at Rosenblatt's Age of AI event. For your calendar planning in our third fiscal quarter, please note we are a sponsor at the AI Infrastructure Summit in Santa Clara on November 15 to 17, and we hope to see you there where we will lead the physical AI track with a number of Edge AI product demos in our exhibit area. Fermi will now provide a business update for the quarter. John will review the financial results and outlook, and then we'll be available for your questions. Fermi? Fermi Wang: Thank you, Louis, and good afternoon. Thank you for joining our call today. During our first fiscal quarter, we delivered on our key financial guidance, revenue, gross margins and operating expenses. Most importantly, we continue to extend our Edge AI platform leadership with …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Feng-Ming Wang | Co-Founder, President, Chief Executive Officer & Executive Chairman | USD 1,421,000 | — | 1964 | Active |
Leslie D. Kohn | Co-Founder & Chief Technology Advisor | USD 783,592 | Male | 1957 | Active |
Chan W. Lee | Chief Operating Officer | USD 747,176 | Male | 1969 | Active |
Chi-Hong Ju | Senior Vice President of Systems & GM of Asia Design Centers | USD 644,865 | Male | 1960 | Active |
John Young | Chief Financial Officer | USD 610,440 | Male | 1972 | Active |
Alberto Broggi | General Manager at VisLab | — | Male | — | Active |
Louis Gerhardy | Vice President of Corporate Development | — | Male | — | Active |
Michael Morehead | General Counsel & Secretary | — | Male | — | Active |
Muneyb Minhazuddin | Customer Growth Officer | — | Male | — | Active |
Amee Orozco-Guiriba | Vice President of Human Resources | — | Female | — | Active |
Telecom Argentina S.A. announces consolidated results for the first half ("1H26") and second quarter of fiscal year 2026 ("2Q26")²
Ambarella (AMBA) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.
NXP Semiconductors is in talks to buy chip designer Ambarella , the Financial Times reported on Friday, citing people familiar with the matter.
Ambarella (AMBA) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
Ambarella receives a Buy rating, despite a high current P/E, due to strong long-term growth prospects from new AI chip cycles. CV75, CV72, CV7, and CV8 chips target higher-value AI applications, supporting higher average selling prices and margin expansion. The Hanwha agreement and automotive telematics provide revenue visibility, while robotics and edge AI offer additional growth avenues.
