<p>安霸公司（Ambarella Inc.）已召開其第三季度財報電話會議。請繼續閲讀會議的主要亮點。</p>
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<p>安霸公司最近召開了財報電話會議，揭示了強勁的業績，創下了收入記錄，並在邊緣人工智能（Edge AI）方面實現了顯著增長。然而，公司預計第四季度收入將出現季節性下降，並且由於高銷量客户銷售，毛利率將持續承壓。</p>
<h2>創紀錄的季度收入</h2>
<p>安霸實現了創紀錄的季度收入為 1.085 億美元，略微超過其指導範圍的高端。這比去年增長了 31.2%，展示了公司的強大財務健康和戰略執行力。</p>
<h2>邊緣人工智能收入增長</h2>
<p>公司的邊緣人工智能產品是其成功的主要貢獻者，佔總收入的約 80%。這是該細分市場連續第六個季度創下收入記錄，突顯了對人工智能技術日益增長的需求和重要性。</p>
<h2>提高 2026 財年收入指導</h2>
<p>安霸已將其 2026 財年收入增長指導提高至 36% 至 38% 的範圍，中間預測約為 3.9 億美元。這一上調反映了公司對其增長軌跡和市場機會的信心。</p>
<h2>強勁的自由現金流</h2>
<p>公司報告的年初至今累計自由現金流接近 14.8%，突顯了其產生現金和維持未來投資及運營財務靈活性的能力。</p>
<h2>在多個市場贏得新客户</h2>
<p>安霸在多個市場中獲得了重要客户合作，包括企業安全、汽車安全和便攜視頻。顯著的合作伙伴關係包括與 Sparsh、Infinity 和 Motorola 的合作，預計將推動進一步增長和市場滲透。</p>
<h2>預計季節性收入下降</h2>
<p>公司預測第四季度將出現季節性收入下降，預期在 9700 萬美元至 1.03 億美元之間。這一預期下降歸因於季節性因素，特別是對汽車和物聯網（IoT）行業的影響。</p>
<h2>毛利率壓力</h2>
<p>安霸預計其第四季度非 GAAP 毛利率將下降至 59% 至 60.5% 的範圍。這一壓力主要是由於高銷量客户收入的構成，影響了整體盈利能力。</p>
<h2>消費市場波動性</h2>
<p>公司注意到對消費市場的曝光增加，而該市場歷史上表現出波動性。這可能會對未來業績產生影響，需要戰略調整以降低風險。</p>
<h2>前瞻性指導</h2>
<p>展望未來，安霸預計 2026 財年將實現強勁增長，收入指導上調，並繼續專注於推進其人工智能技術。儘管某些行業預計將出現季節性下降，但公司對其增長前景持樂觀態度，受到對其邊緣人工智能解決方案在各個市場強勁需求的推動。</p>
<p>總之，安霸的財報電話會議突顯了強勁的業績和戰略增長，特別是在邊緣人工智能領域。儘管預計將面臨季節性收入下降和毛利率壓力等挑戰，但公司的前瞻性指導和市場參與表明未來前景積極。</p>

安霸

<p>安霸公司報告了創紀錄的第三季度收入為 1.085 億美元，同比增長 31.2%，這得益於強勁的邊緣人工智能產品銷售。該公司將其 2026 財年的收入指引上調至 36%-38%。儘管如此，安霸預計第四季度將出現季節性收入下降和毛利率壓力。公司強調在多個市場贏得了新客户，並且自由現金流強勁。面臨的挑戰包括消費市場的波動性和戰略調整的需求。總體而言，安霸對其增長前景持樂觀態度，特別是在人工智能領域</p>

<p>Ambarella Inc. ((AMBA)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>安霸公司（Ambarella Inc.）已召開其第三季度財報電話會議。請繼續閲讀會議的主要亮點。</p>
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<li>訂閲 TipRanks 的智能投資者精選，通過我們高表現的模型投資組合查看我們的數據 - 現在也享受 60% 的折扣。</li>
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</div><p>Ambarella Inc. recently held its earnings call, revealing a strong performance marked by record revenue and significant growth in Edge AI. However, the company anticipates a seasonal decline in Q4 revenue and ongoing gross margin pressure due to high-volume customer sales.</p>
<div class="lb-trans"><p>安霸公司最近召開了財報電話會議，揭示了強勁的業績，創下了收入記錄，並在邊緣人工智能（Edge AI）方面實現了顯著增長。然而，公司預計第四季度收入將出現季節性下降，並且由於高銷量客户銷售，毛利率將持續承壓。</p>
</div><h2>Record Quarterly Revenue</h2>
<div class="lb-trans"><h2>創紀錄的季度收入</h2>
</div><p>Ambarella achieved a record quarterly revenue of $108.5 million, slightly surpassing the high end of its guidance range. This represents a 31.2% increase compared to the previous year, showcasing the company’s robust financial health and strategic execution.</p>
<div class="lb-trans"><p>安霸實現了創紀錄的季度收入為 1.085 億美元，略微超過其指導範圍的高端。這比去年增長了 31.2%，展示了公司的強大財務健康和戰略執行力。</p>
</div><h2>Edge AI Revenue Growth</h2>
<div class="lb-trans"><h2>邊緣人工智能收入增長</h2>
</div><p>The company’s Edge AI products have been a major contributor to its success, accounting for about 80% of total revenue. This marks the sixth consecutive quarter of record revenue in this segment, underscoring the growing demand and importance of AI technology in Ambarella’s portfolio.</p>
<div class="lb-trans"><p>公司的邊緣人工智能產品是其成功的主要貢獻者，佔總收入的約 80%。這是該細分市場連續第六個季度創下收入記錄，突顯了對人工智能技術日益增長的需求和重要性。</p>
</div><h2>Increased Fiscal 2026 Revenue Guidance</h2>
<div class="lb-trans"><h2>提高 2026 財年收入指導</h2>
</div><p>Ambarella has raised its fiscal 2026 revenue growth guidance to a range of 36% to 38%, with a midpoint projection of approximately $390 million. This upward revision reflects the company’s confidence in its growth trajectory and market opportunities.</p>
<div class="lb-trans"><p>安霸已將其 2026 財年收入增長指導提高至 36% 至 38% 的範圍，中間預測約為 3.9 億美元。這一上調反映了公司對其增長軌跡和市場機會的信心。</p>
</div><h2>Strong Free Cash Flow</h2>
<div class="lb-trans"><h2>強勁的自由現金流</h2>
</div><p>The company reported a cumulative year-to-date free cash flow of almost 14.8%, highlighting its ability to generate cash and maintain financial flexibility for future investments and operations.</p>
<div class="lb-trans"><p>公司報告的年初至今累計自由現金流接近 14.8%，突顯了其產生現金和維持未來投資及運營財務靈活性的能力。</p>
</div><h2>New Customer Wins in Multiple Markets</h2>
<div class="lb-trans"><h2>在多個市場贏得新客户</h2>
</div><p>Ambarella has secured significant customer engagements across various markets, including enterprise security, automotive safety, and portable video. Notable partnerships include collaborations with Sparsh, Infinity, and Motorola, which are expected to drive further growth and market penetration.</p>
<div class="lb-trans"><p>安霸在多個市場中獲得了重要客户合作，包括企業安全、汽車安全和便攜視頻。顯著的合作伙伴關係包括與 Sparsh、Infinity 和 Motorola 的合作，預計將推動進一步增長和市場滲透。</p>
</div><h2>Expected Seasonal Revenue Decline</h2>
<div class="lb-trans"><h2>預計季節性收入下降</h2>
</div><p>The company forecasts a seasonal revenue decline in Q4, with expectations set between $97 million to $103 million. This anticipated decrease is attributed to seasonality, particularly affecting the automotive and IoT sectors.</p>
<div class="lb-trans"><p>公司預測第四季度將出現季節性收入下降，預期在 9700 萬美元至 1.03 億美元之間。這一預期下降歸因於季節性因素，特別是對汽車和物聯網（IoT）行業的影響。</p>
</div><h2>Gross Margin Pressure</h2>
<div class="lb-trans"><h2>毛利率壓力</h2>
</div><p>Ambarella expects its non-GAAP gross margin for Q4 to decline to a range of 59% to 60.5%. This pressure is primarily due to the composition of high-volume customer revenue, which impacts overall profitability.</p>
<div class="lb-trans"><p>安霸預計其第四季度非 GAAP 毛利率將下降至 59% 至 60.5% 的範圍。這一壓力主要是由於高銷量客户收入的構成，影響了整體盈利能力。</p>
</div><h2>Consumer Market Volatility</h2>
<div class="lb-trans"><h2>消費市場波動性</h2>
</div><p>The company has noted increased exposure to the consumer market, which historically exhibits volatility. This could potentially impact future performance, necessitating strategic adjustments to mitigate risks.</p>
<div class="lb-trans"><p>公司注意到對消費市場的曝光增加，而該市場歷史上表現出波動性。這可能會對未來業績產生影響，需要戰略調整以降低風險。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指導</h2>
</div><p>Looking ahead, Ambarella projects a strong fiscal 2026 with increased revenue guidance and continued focus on advancing its AI technology. Despite a projected seasonal decline in certain sectors, the company remains optimistic about its growth prospects, driven by robust demand for its Edge AI solutions across various markets.</p>
<div class="lb-trans"><p>展望未來，安霸預計 2026 財年將實現強勁增長，收入指導上調，並繼續專注於推進其人工智能技術。儘管某些行業預計將出現季節性下降，但公司對其增長前景持樂觀態度，受到對其邊緣人工智能解決方案在各個市場強勁需求的推動。</p>
</div><p>In conclusion, Ambarella’s earnings call highlighted a period of strong performance and strategic growth, particularly in the Edge AI segment. While challenges such as seasonal revenue decline and gross margin pressure are anticipated, the company’s forward-looking guidance and market engagements suggest a positive outlook for the future.</p>
<div class="lb-trans"><p>總之，安霸的財報電話會議突顯了強勁的業績和戰略增長，特別是在邊緣人工智能領域。儘管預計將面臨季節性收入下降和毛利率壓力等挑戰，但公司的前瞻性指導和市場參與表明未來前景積極。</p>
</div>

安霸公司在面臨增長挑戰的情況下報告了創紀錄的收入