Filing Flows › Ambarella (AMBA) › Q3 FY26
Ambarella (AMBA) Q3 FY26 earnings results (third quarter fiscal 2026)
10-Q filed Dec 4, 2025
Ambarella (AMBA) reported revenue of $108M for the third quarter fiscal 2026 (Q3 FY26), +31% from a year earlier and +14% from the quarter before. Operating margin was -15.0%, net loss $15.1M (13.9% of revenue).
Ambarella, Q3 FY26: revenue $108M (+31% year over year), operating margin -15.0%, net loss $15.1M, operating cash flow $34.3M. The chart follows the revenue to costs, profit and cash.
| Q3 FY26 | Amount | Q/Q | Y/Y |
|---|---|---|---|
| Revenue | $108M | +14% | +31% |
| Operating profit | −$16.2M | — | — |
| Net earnings | −$15.1M | — | — |
| Operating cash flow | $34.3M | +523% | +418% |
| Free cash flow | $31.4M | 23× | +663% |
What changed
Revenue was $108.5M in Q3 FY26, up 31% year over year and up 14% from the previous quarter.
Gross margin was 59.6%, down 1.0 points from a year earlier. Operating costs exceeded revenue by $16.2M, an operating margin of -15.0%. Operating expenses grew 7% against revenue growth of 31%. The fastest-growing cost line was SG&A (+13%). The quarter ended with a net loss of $15.1M, narrower than the previous quarter's $20.0M loss.
Operating cash flow was $34.3M (up 418% year over year). Non-cash charges added back $6.5M of depreciation and amortization and $25.7M of share-based compensation. Working capital and other items added $17.2M. Capital expenditures of $2.9M left free cash flow of $31.4M.
Questions
What was Ambarella's revenue in the third quarter fiscal 2026?
Ambarella (AMBA) reported revenue of $108M for the third quarter fiscal 2026 (Q3 FY26), +31% from a year earlier and +14% from the quarter before.
Was Ambarella profitable in the third quarter fiscal 2026?
Operating loss was $16.2M (-15.0% of revenue) and net loss $15.1M.
Source: Ambarella 10-Q on SEC EDGAR.