Ambarella | 10-Q: FY2026 Q3 Revenue Beats Estimate at USD 108.45 M

Revenue: As of FY2026 Q3, the actual value is USD 108.45 M, beating the estimate of USD 104.47 M.

EPS: As of FY2026 Q3, the actual value is USD -0.35, beating the estimate of USD -0.4067.

EBIT: As of FY2026 Q3, the actual value is USD -18.44 M.

Segment Revenue

• Total Revenue: Ambarella, Inc. reported total revenue of $108.5 million for the three months ended October 31, 2025, and $289.8 million for the nine months ended October 31, 2025, representing increases of 31.2% and 44.3%, respectively, compared to the same periods in the prior fiscal year.

Operational Metrics

• Net Loss: The company recorded a net loss of - $15.1 million for the three months ended October 31, 2025, and - $59.4 million for the nine months ended October 31, 2025, compared to - $24.1 million and - $96.9 million for the same periods in 2024.
• Gross Margin: Gross margin was 59.6% for the three months ended October 31, 2025, and 59.5% for the nine months ended October 31, 2025, compared to 60.6% and 60.7% for the same periods in 2024.
• Operating Loss: Operating loss was - $16.2 million for the three months ended October 31, 2025, and - $64.1 million for the nine months ended October 31, 2025, compared to - $25.5 million and - $101.2 million for the same periods in 2024.

Cash Flow

• Net Cash Provided by Operating Activities: Ambarella, Inc. generated $54.6 million in net cash from operating activities for the nine months ended October 31, 2025, compared to $8.4 million for the same period in 2024.
• Net Cash Used in Investing Activities: The company used - $26.1 million in net cash for investing activities for the nine months ended October 31, 2025, compared to - $30.1 million for the same period in 2024.
• Net Cash Provided by Financing Activities: Net cash provided by financing activities was $1.4 million for the nine months ended October 31, 2025, compared to $3.9 million for the same period in 2024.

Unique Metrics

• Stock Repurchase: Ambarella, Inc. repurchased 24,152 shares for approximately $1.0 million in cash during the nine months ended October 31, 2025.

Future Outlook and Strategy

• Core Business Focus: Ambarella, Inc. plans to expand within the IoT camera markets and penetrate new markets such as OEM automotive, robotics, and industrial markets with its AI computer vision-based SoC solutions. The company expects research and development expenditures to increase as it targets these new markets.
• Non-Core Business: The company is evaluating the financial statement impact of the One Big Beautiful Bill Act (OBBBA) and does not expect it to have a material impact on its consolidated financial statements.