Jul 2026 (Q2 FY27) — Sep 3, 2026
Ambarella Q2 FY27 — Record AGI Revenue and Expanded SAM with New Partnerships
Read the full callAmbarella (AMBA) earnings
- Jul 2026
- Jul 2026 (Q2 FY27)
- Jan 2026
Ambarella earnings: last reported Thu, 3 Sep 2026, for the quarter ended Jul 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 108 | +13.2% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | -7.5 | +15.5 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | -6.7 | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
$62.76 +1.72% · +$1.06
Performance −24.1% 1Y
1Y: $82.68 on 17 Oct 2025 → $62.76. High $95.51 (12 Nov 2025), low $48.65 (30 Mar 2026).
- Previous close
- $61.7
- 52-week range
- $48.65 – $95.51
- One year
- −25.71%
Overview
- Symbol
- AMBA
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Call summaries
Apr 2026 (Q1 FY27) — May 28, 2026
Ambarella Q1 FY27 — Edge-AI leader signs $800M+ Hanwha LTA as automotive sets record
Read the full callEvery analysed call
Ambarella earnings calls (AMBA)
Financials
What the filings say
Net profit, year on year: +67% (quarter to jul 2026 against jul 2025).
| Line item | Oct 2024 | Jan 2025 | Apr 2025 | Jul 2025 | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 83 | 84 | 86 | 96 | 108 | 101 | 100 | 108 |
| Operating profit | -26 | -25 | -26 | -22 | -16 | -18 | -19 | -8 |
| Operating margin | −30.9% | −30.2% | −30.1% | −23.0% | −15.0% | −18.3% | −19.4% | −7.5% |
| Other income | 2 | 2 | 2 | 2 | 2 | 2 | 2 | 2 |
| Profit before tax | -23 | -23 | -24 | -20 | -14 | -16 | -17 | -6 |
| Tax rate | −2.8% | 12.0% | −2.7% | −1.3% | −6.6% | −2.1% | −4.4% | −5.5% |
| Net profit | -24 | -20 | -24 | -20 | -15 | -16 | -18 | -7 |
| EPS ($ per share) | -0.58 | — | -0.58 | -0.47 | -0.35 | — | -0.41 | -0.15 |
| Line item | Jan 2019 | Jan 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | 231 | 186 | 126 | 100 | 34 | -135 | -252 | -328 |
| Total liabilities | 47 | 79 | 98 | 110 | 104 | 98 | 128 | 204 |
| Fixed assets | 6 | 6 | 6 | 10 | 12 | 10 | 9 | 12 |
| Total assets | 467 | 527 | 573 | 658 | 710 | 658 | 689 | 799 |
| Line item | Jan 2019 | Jan 2020 | Jan 2021 | Jan 2022 | Jan 2023 | Jan 2024 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 24 | 39 | 31 | 39 | 44 | 19 | 34 | 74 |
| Cash from investing | -79 | -9 | -31 | -120 | -107 | 8 | -41 | -30 |
| Cash from financing | -98 | 7 | 10 | 11 | 6 | 5 | 6 | 4 |
| Net cash flow | -153 | 37 | 10 | -70 | -58 | 31 | -0 | 47 |
| Capital expenditure | -3 | -2 | -2 | -10 | -15 | -12 | -10 | -16 |
| Free cash flow | 22 | 38 | 29 | 29 | 29 | 7 | 23 | 58 |
Insider filings
72 filings between Dec 15, 2025 and Sep 25, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$16.88M
43 sales by 7 insiders
37% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 18
- Award — granted as compensation
- 7
- Option exercise — converted options into shares
Also filed: 4 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Wang Feng-Ming | — | $10.07M | Sep 17, 2026 |
| Ju Chi-Hong | — | $2.76M | Sep 17, 2026 |
| Young John Alexander | — | $1.69M | Sep 18, 2026 |
| Chen Yun-Lung | — | $1.13M | Jul 9, 2026 |
| Lee Chan W | — | $1.11M | Sep 17, 2026 |
| PAISLEY CHRISTOPHER B | — | $69.3K | Sep 25, 2026 |
| Schwarting Elizabeth M | — | $45.2K | Dec 16, 2025 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 25, 2026 | PAISLEY CHRISTOPHER B Director | Sale 10b5-1 plan | 250 | $17.7K |
| Sep 18, 2026 | Young John Alexander CFO | Sale 10b5-1 plan | 1,896 | $127.6K |
| Sep 17, 2026 | Ju Chi-Hong Senior VP, Systems & GM | Sale | 2,009 | $130.2K |
| Sep 17, 2026 | Wang Feng-Ming CEO | Sale | 6,086 | $394.6K |
| Sep 17, 2026 | Lee Chan W Chief Operations Officer | Sale | 2,893 | $187.6K |
| Sep 17, 2026 | Young John Alexander CFO | Sale | 3,126 | $202.7K |
| Sep 8, 2026 | PAISLEY CHRISTOPHER B Director | Award | 3,151 | $0 |
| Sep 8, 2026 | Schwarting Elizabeth M Director | Award | 3,151 | $0 |
| Sep 8, 2026 | Bryant Gregory M Director | Award | 3,151 | $0 |
| Sep 8, 2026 | Hu Chenming Director | Award | 3,151 | $0 |
| Sep 8, 2026 | Breithaupt Chantelle Yvette Director | Award | 3,151 | $0 |
| Sep 8, 2026 | Hon Hsiao-Wuen Director | Award | 3,151 | $0 |
| Sep 8, 2026 | RICHARDSON DAVID JEFFREY Director | Award | 3,151 | $0 |
| Jul 9, 2026 | Chen Yun-Lung VP, Business Dev. & Marketing | Sale | 5,958 | $468.7K |
| Jul 1, 2026 | Ju Chi-Hong Senior VP, Systems & GM | Sale | 10,000 | $888.4K |
| Jul 1, 2026 | Wang Feng-Ming CEO | Sale 10b5-1 plan | 16,250 | $1.46M |
| Jun 26, 2026 | PAISLEY CHRISTOPHER B Director | Sale 10b5-1 plan | 250 | $15.5K |
| Jun 17, 2026 | Ju Chi-Hong Senior VP, Systems & GM | Sale | 2,017 | $136.9K |
| Jun 17, 2026 | Wang Feng-Ming CEO | Gift | 10,000 | $0 |
| Jun 17, 2026 | Young John Alexander CFO | Sale 10b5-1 plan | 1,847 | $123.7K |
| Jun 17, 2026 | Lee Chan W Chief Operations Officer | Sale | 2,951 | $200.3K |
| Jun 17, 2026 | Young John Alexander CFO | Sale 10b5-1 plan | 3,186 | $216.2K |
| Jun 17, 2026 | Wang Feng-Ming CEO | Sale | 6,204 | $421.1K |
| Jun 12, 2026 | Chen Yun-Lung VP, Business Development and | Sale | 9,856 | $660.9K |
| May 26, 2026 | Wang Feng-Ming CEO | Sale 10b5-1 plan | 6,065 | $553.3K |
| May 26, 2026 | Wang Feng-Ming CEO | Sale 10b5-1 plan | 17,285 | $1.56M |
| May 26, 2026 | Young John Alexander CFO | Sale 10b5-1 plan | 400 | $38.4K |
| May 26, 2026 | Wang Feng-Ming CEO | Sale 10b5-1 plan | 9,150 | $842.2K |
| May 26, 2026 | Young John Alexander CFO | Option exercise 10b5-1 plan | 400 | $22.3K |
| Apr 21, 2026 | Young John Alexander CFO | Sale 10b5-1 plan | 1,971 | $118.3K |
| Mar 19, 2026 | Lee Chan W Chief Operations Officer | Sale | 3,641 | $197.1K |
| Mar 19, 2026 | Ju Chi-Hong Senior VP, Systems & GM, Asia | Sale | 2,155 | $116.7K |
| Mar 19, 2026 | Wang Feng-Ming CEO | Sale | 8,083 | $437.6K |
| Mar 19, 2026 | Young John Alexander CFO | Sale | 3,038 | $164.5K |
| Mar 18, 2026 | Chen Yun-Lung VP, Business Development and M | Award | 2,849 | $0 |
| Mar 18, 2026 | Lee Chan W Chief Operations Officer | Award | 7,320 | $0 |
| Mar 18, 2026 | Ju Chi-Hong Senior VP, Systems & GM, Asia | Award | 5,930 | $0 |
| Mar 18, 2026 | Wang Feng-Ming CEO | Award | 15,686 | $0 |
| Mar 18, 2026 | Young John Alexander CFO | Award | 5,560 | $0 |
| Mar 17, 2026 | Chen Yun-Lung VP, Business Development and M | Option exercise | 4,651 | — |
| Mar 17, 2026 | Lee Chan W Chief Operations Officer | Option exercise | 13,678 | — |
| Mar 17, 2026 | Lee Chan W Chief Operations Officer | Sale | 6,729 | $355.1K |
| Mar 17, 2026 | Ju Chi-Hong Senior VP, Systems & GM, Asia | Sale | 4,729 | $249.5K |
| Mar 17, 2026 | Ju Chi-Hong Senior VP, Systems & GM, Asia | Option exercise | 9,553 | — |
| Mar 17, 2026 | Wang Feng-Ming CEO | Sale | 18,976 | $1.00M |
| Mar 17, 2026 | Wang Feng-Ming CEO | Option exercise | 27,598 | — |
| Mar 17, 2026 | Young John Alexander CFO | Option exercise | 3,556 | — |
| Mar 17, 2026 | Young John Alexander CFO | Sale | 4,577 | $241.5K |
| Mar 2, 2026 | Wang Feng-Ming CEO | Award 10b5-1 plan | 53,203 | $0 |
| Mar 2, 2026 | Young John Alexander CFO | Award | 15,201 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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