Ambarella (AMBA) Q2 FY27 earnings call

Ambarella reported Q2 FY27 revenue slightly above guidance, driven by record AGI revenue and strong automotive performance. The company significantly expanded its 5-year serviceable market forecast, primarily due to new edge infrastructure products and strategic partnerships. While facing rising supply chain costs, Ambarella is focused on leveraging its power-efficient AI solutions and new go-to-market strategies to capitalize on the growing physical AI market.