Q2 FY2027 EarningsQ2 FY27 beat consensus across top and bottom lines: revenue $108.1M vs. $107.8M expected, and non-GAAP EPS of $0.18 vs. $0.17 mean estimate. Record edge AI revenue drove a 13.2% YoY sales increase, while a one-time $9.0M R&D credit significantly reduced GAAP losses. Q3 FY27 revenue guidance of $115M–$124M represents an ~11% beat vs. the $107.8M consensus, signaling accelerating demand for AI SoCs.
Financial report interval: 2026.05.01 - 2026.07.31
Overview: Ambarella(AMBA) the Revenue is 108.13 M (+13.21%), Beat estimate;the EBIT is 6.77 M (+53.45%), Beat estimate;the EPS is -0.15 (+68.09%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.11B13.21%
0.11B12.83%
+0.00B0.38%
EBITExceed expectations
0.01B53.45%
0.01B47.16%
+0.00B6.29%
EPSExceed expectations
-0.1568.09%
-0.35524.47%
+0.205043.62%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf