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Record edge AI revenue and $22.9B SAM forecast drive growth outlook.

Moby summary of Ambarella, Inc.'s Q2 2027 earnings call

Ambarella Inc (AMBA) posts 13.2% year-over-year revenue growth to $108.1 million, driven by record automotive sales and new AI accelerator X7, while navigating memory cost headwinds.

Ambarella (NASDAQ:AMBA) reported fiscal second-quarter revenue of $108.1 million, up 7.7% sequentially and 13.2% from a year earlier, as record AI revenue and continued demand from automotive and IoT customers supported results. The company posted non-GAAP diluted earnings per share of $0.18, or non

Ambarella (AMBA) delivered earnings and revenue surprises of +12.50% and +0.09%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Ambarella narrowly beat estimates for its fiscal second quarter and matched views with its sales forecast for fiscal Q3. AMBA stock rose.

Broadcom Inc. (AVGO) delivered earnings and revenue surprises of +3.11% and +0.41%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Credo Technology Group (CRDO) delivered earnings and revenue surprises of +2.56% and +0.69%, respectively, for the quarter ended July 2026. Do the numbers hold clues to what lies ahead for the stock?

Ichor Holdings (ICHR) delivered earnings and revenue surprises of +9.68% and -1.85%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

AMBA's Q1 revenues rise 16.9% to $100.4M as automotive hits a record, while the chipmaker initiates Q2 sales guidance and announces a $50M share buyback program.

Ambarella Inc (AMBA) reports strong automotive growth and a significant $800 million agreement with Hanhwa, despite challenges in consumer IoT and cash flow management.

Louis Gerhardy: Thank you, Carmen, and good afternoon. Thank you for joining our first quarter fiscal year 27 financial results conference call. On the call with me today is Dr. Fermi Wang, president and CEO, and John Young, CFO.

Ambarella (NASDAQ:AMBA) reported fiscal first-quarter results that landed within its guidance ranges, while management emphasized growing momentum in edge artificial intelligence, automotive telematics and new long-term customer agreements. President and CEO Fermi Wang said the company delivered re

Ambarella (AMBA) delivered earnings and revenue surprises of +4.76% and +0.19%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

Navitas Semiconductor (NVTS) delivered earnings and revenue surprises of +14.35% and +6.28%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?