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Ambarella (AMBA) earnings and revenue breakdown
Latest: Q2 FY27 · 10-Q filed Sep 4, 2026 · Ambarella (AMBA) Q2 FY27 earnings results →
Q2 FY27 Revenue up 13% year over year to $108M · 6¢ of every $1 of revenue lost · operating margin -7.5%
Ambarella made $108M in Q2 FY27 (+13% Y/Y). Operating margin -7.5%, net loss $6.7M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Sep 4, 2026.
Drawing the Sankey…
Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF
What changed this quarter
Revenue was $108.1M in Q2 FY27, up 13% year over year and up 8% from the previous quarter.
Gross margin was 57.7%, down 1.1 points from Q2 FY26. Operating costs exceeded revenue by $8.1M, an operating margin of -7.5%. Operating expenses fell 10% while revenue rose 13%. The quarter ended with a net loss of $6.7M, narrower than the previous quarter's $18.1M loss. Non-operating items added $1.8M, -28% of pre-tax earnings, so the bottom line overstates operating performance.
Operating cash flow was −$260K. Non-cash charges added back $6.5M of depreciation and amortization and $22.7M of share-based compensation. Working capital and other items used $22.7M. Capital expenditures of $6.8M exceeded it, leaving free cash flow of −$7.1M.
Quarterly history
| Quarter | Form | Filed | Revenue | Y/Y | Op. margin | Net earnings | Op. cash flow |
|---|---|---|---|---|---|---|---|
| Q2 FY27 | 10-Q | Sep 4, 2026 | $108M | +13% | -7.5% | −$6.7M | −$260K |
| Q1 FY27 | 10-Q | Jun 2, 2026 | $100M | +17% | -19.3% | −$18.1M | −$25.6M |
| Q4 FY26 | 10-K | Mar 23, 2026 | $101M | +20% | -18.3% | −$16.4M | $18.9M |
| Q3 FY26 | 10-Q | Dec 4, 2025 | $108M | +31% | -15.0% | −$15.1M | $34.3M |
| Q2 FY26 | 10-Q | Sep 3, 2025 | $95.5M | +50% | -23.0% | −$20.0M | $5.5M |
| Q1 FY26 | 10-Q | Jun 3, 2025 | $85.9M | +58% | -30.1% | −$24.3M | $14.8M |
| Q4 FY25 | 10-K | Mar 28, 2025 | $84.0M | +63% | -30.2% | −$20.2M | $25.4M |
Charts
Interactive views
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💵Where each $1 goesinteractive
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🌏Named in Asian annual reportsinteractive
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🔄Rotation against the market and its industry (RRG)interactive
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🔍Earnings qualityinteractive
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⚖️Fair value by methodinteractive
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🔭Outlook & guidanceinteractive
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📈Investments: gains and what it boughtinteractive
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🏭Its industry’s money flow (input-output)interactive
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About Ambarella
With an installed base of more than 50 million AI SoC units, Ambarella’s products are utilized in a wide variety of physical edge AI applications, spanning edge endpoint and edge infrastructure use cases including physical security, vehicle safety, telematics, autonomy, portable video, aerial drones, and other emerging robotic applications. Building on this footprint, Ambarella offers a full-stack edge AI platform, from highly optimized silicon and programmable software to AI agentic frameworks that coordinate perception, decision-making and control across devices. Ambarella’s low-power systems-on-chip (SoCs) integrate proprietary and highly efficient perception and deep learning neural network AI accelerators, enabling electronic systems to become more productive with partial or complete levels of machine autonomy. For more information, please visit www.ambarella.com.
In its own words, from its 8-K, filed Sep 3, 2026.
Ambarella against its Semiconductors & Related Devices peers
The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +13% against the peers' median +40%. Operating margin: -7.5% against the peers' median 40.1%.
| Company | Quarter | Revenue | Y/Y | Op. margin |
|---|---|---|---|---|
| AMBA Ambarella | Q2 FY27 | $108M | +13% | -7.5% |
| NVDA NVIDIA | Q2 FY27 | $96.2B | +106% | 66.2% |
| MU Micron Technology | Q4 FY26 | $54.2B | +379% | 80.7% |
| AVGO Broadcom | Q3 FY26 | $29.6B | +86% | 53.9% |
| INTC Intel | Q3 2026 | $16.5B | +21% | 15.3% |
| AMD Advanced Micro Devices | Q3 2026 | $13.4B | +45% | 21.2% |
| AMAT Applied Materials | Q3 FY26 | $9.1B | +25% | 33.7% |
| TXN Texas Instruments | Q3 2026 | $6.1B | +28% | 47.5% |
| ADI Analog Devices | Q3 FY26 | $4.0B | +40% | 40.1% |
Source: Ambarella 10-Q on SEC EDGAR · CIK 1280263 · Semiconductors & Related Devices
More on AMBA
History
Every quarter: Q2 FY27 results · Q1 FY27 results · Q4 FY26 results · Q3 FY26 results · Q2 FY26 results · Q1 FY26 results · Q4 FY25 results