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Ambarella posts transcript of Q2 fiscal 2027 earnings call

PUBT·09/03/2026 21:12:38
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Ambarella posts transcript of Q2 fiscal 2027 earnings call
  • Ambarella discussed Q2 fiscal 2027 results on its earnings call with CEO Fermi Wang, CFO John Young, VP Corporate Development Louis Gerhardy.
  • Revenue USD 108.1 million, up 7.7% sequentially, up 13.2% year over year; non-GAAP EPS USD 0.18; non-GAAP gross margin 59.3%.
  • Q3 outlook: revenue USD 115-124 million; non-GAAP gross margin 59-60%; non-GAAP opex USD 56.5-59.5 million; diluted shares 44,900,000.
  • Five-year serviceable market forecast raised to USD 22.9 billion by F2032 from USD 8.5 billion in F2027, implying about 20% CAGR.
  • Edge infrastructure push highlighted, including a stand-alone AI accelerator line; “X7” sampling now, targeting co-processor roles alongside ARM or x86 hosts.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Ambarella Inc. published the original content used to generate this news brief on September 03, 2026, and is solely responsible for the information contained therein.