Operations
As of September 6, 2026
Q2 Revenue
↑ 13.2% YoY
$108.1M
Divisions
Ambarella
100.0%
Key Earnings Driver: AI inference SoC processors
Ambarella revenue increased 13.2% year over year to $108.1M. Within Ambarella, Edge AI revenue reached record levels in Q2, with balanced sequential growth in Auto and IoT markets and very strong growth from their 5nm CV75 and CV72 AI inference SoC processors.
Key Operating Metrics¹
METRIC
STATUS
Ambarella
Edge AI
CV75 AI inference SoC processors
🟢 Scaling
CV72 AI inference SoC processors
🟢 Scaling
Product Mix
AI inference processors
computer vision processors
image signal processors
radar processors
sensor fusion processors
video processors
Key Financial Metrics
Gross Margin
57.70%
-1.2 pp YoY
Backlog / Rev.
N/A
CapEx Intensity
6.31%
0.06x Revenue
Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from Ambarella website and/or SEC filings for Q2, with status based on reported data.