Ambarella (NASDAQ: AMBA) — Q2 FY2027 Post Earnings

Ambarella q2 27 posst earnings

Operations

Q2 2027
Q2 Revenue ↑ 13.2% YoY $108.1M
Segments
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 its 5nm CV75 and CV72 AI inference SoC processors.

Key Operating Metrics¹

METRIC

STATUS

Ambarella↑ 13.2%

Edge AI

CV75 AI inference SoC processors

🟢 Scaling

CV72 AI inference SoC processors

🟢 Scaling

Key Financial Metrics

Gross Margin 57.70% -1.2 pp YoY
Backlog / Revenue N/A
CapEx Intensity 6.31% 0.06x Revenue

Key Operating Metrics¹: Core operating metrics relevant to revenue, sourced from website and/or SEC filings for Q, with status based on reported data.